The Dutch really, really want to get access to Full Self-Driving (FSD) from electric vehicle giant Tesla (TSLA), How can I tell? It turns out the regulatory agency in charge of letting such a thing into the Netherlands to begin with is calling on its patrons to stop asking about it. That proved enough for investors, who gave Tesla stock a fractional boost in Tuesday afternoon’s trading.
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The agency responsible for handling such things in the Netherlands, the RDW, offered up a statement for those who are seeking to petition the agency to allow FSD (Supervised) into the country. The statement, basically, boiled down to “stop asking.” But more fully, it noted, “We thank everyone who has already done so and would like to ask everyone not to contact us about this. It takes up unnecessary time for our customer service. Moreover, this will have no influence on whether or not the planning is met. Road safety is the RDW’s top priority: admission is only possible once the safety of the system has been convincingly demonstrated.”
That being said, the RDW does plan to get something done around this point directly. A schedule has been set up to demonstrate the system, and authorization could be decided sometime in February 2026. Interestingly, Tesla told its followers via X to contact the RDW to ask for approval, a point which seems to have worked in a very big way.
We Don’t Want It
In an odd twist, Tesla also revealed that there was significant demand for Full Self-Driving on some fronts, but not on all of them. In fact, Tesla noted that other automakers were not interested in licensing FSD for their own cars.
The reason? It turns out that competitors have emerged and have moved into the market, proving a more welcome option than Tesla’s. Back in 2024, Tesla revealed that “one major automaker” was interested in licensing FSD. But not so long ago, Ford (F) CEO Jim Farley went on record saying “Waymo is better.” That put a pin in the notion that Ford might have been interested in licensing FSD for its cars, and potentially, may keep FSD out of other cars as well.
Is Tesla a Buy, Hold or Sell?
Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 14 Buys, 10 Holds, and 10 Sells assigned in the past three months, as indicated by the graphic below. After a 23.52% rally in its share price over the past year, the average TSLA price target of $383.04 per share implies 8.43% downside risk.
