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Tesla Model 3 gets penalized in Europe despite top scores in vehicle assistance and safety
In collaboration with Thatcham Research, the Euro NCAP has launched the world’s first Assisted Driving Grading system, a new set of metrics that are specifically designed to evaluate the driver-assist systems of cars available on the market today. For its first batch of vehicles, the firms evaluated 10 cars, from premium SUVs like the Mercedes-Benz GLE to affordable hatchbacks like the Renault Clio to all-electric vehicles like the Tesla Model 3.
As noted by Thatcham Research Director of Insurance Research Matthew Avery in a video outlining the results of the Assisted Driving Grading system’s first tests, vehicles would be graded on three metrics: the level of vehicle assistance that they provide, the level of driver engagement that they offer, and the effectiveness of their safety backup systems. The results of these tests, especially on the Tesla Model 3’s part, were rather peculiar, to say the least.
Out of 10 vehicles that were evaluated, the Tesla Model 3 ranked 6th with a “Moderate” grade, falling behind the Mercedes-Benz GLE, BMW 3-Series, and Audi Q8, which were graded as “Very Good,” and the Ford Kuga, which received a “Good” rating. This was despite the Tesla Model 3 receiving the top scores in the “Vehicle Assistance” and “Safety Backup” metrics.
The study, for example, dubbed the Model 3 as outstanding in terms of steering assistance, with the vehicle steering itself exceptionally well through an S-shaped curve at speeds of 80, 100, and 120 km/h. Tesla’s lane change systems were also satisfactory, despite the system’s limitations in Europe. Distance control was dominated by the Model 3 as well, with the evaluators stating that Tesla’s adaptive cruise control featured a “high level of technical maturity.” From a score of 100, Tesla’s vehicle assistance received a score of 87, the highest among the cars tested.
The Model 3’s safety backup systems were also a league above its competition. As noted in a post from the Allgemeiner Deutscher Automobil-Club e.V. (ADAC), Tesla demonstrated its strengths with the Model 3’s collision avoidance systems. The all-electric sedan earned a perfect score in the firms’ tests, outperforming its premium German competition. Overall, the Model 3 received an impressive score of 95 in the Assisted Driving Grading system’s “Safety Backup” metric.
Considering these scores, one might wonder why the Model 3 ended up ranked 6th among the 10 vehicles tested by the Euro NCAP and Thatcham Research. As it turned out, this was because of the Model 3’s poor scores in the “Driver Engagement” metric, where the vehicle only earned a score of 35 out of 100. So poor was the Model 3’s scores in this metric that it was ranked last among the 10 vehicles that were evaluated.
A look at the reasons behind the Model 3’s poor scores in “Driver Engagement” includes a number of interesting insights from Thatcham Research and the Euro NCAP. When testing the vehicles’ steering override functions, for example, the evaluators stated that the Model 3 resisted steering overrides from its driver. These issues were explained in the ADAC’s post.
“Should the driver make a steering movement in order to avoid an object or a pothole in the roadway, the steering assistant should allow this without resistance. In the Tesla Model 3, for example, this is not the case. Apparently, Tesla trusts the system more than its driver. The necessary cooperative assistance is not given. Instead, the Tesla system prevents its driver from attempting to intervene – it mustn’t be,” the ADAC remarked in its post.
Even more interesting is that part of the Model 3’s poor “Driver Engagement” scores was due to the term “Autopilot,” which Tesla uses to describe its driver-assist suite. The evaluators argued that the term “Autopilot” was misleading and irresponsible on Tesla’s part, and this was heavily taken against the Model 3’s rankings in the Assisted Driving Grading system.
“When it comes to the first test criterion – consumer information – the Tesla Model 3 in particular fails. The assistance systems are referred to as “Autopilot” in the operating instructions for the Model 3 as well as in the sales brochures and in marketing. However, the term suggests capabilities that the system does not have in sufficient measure. It tempts the driver to rely on the capabilities of the system – which is currently not allowed by the legislature anyway. Due to its good quick-start operating aid, the Tesla Model 3 still receives 10 points,” the evaluators noted.
Ultimately, these complaints about Autopilot’s branding ended up pulling down the Model 3’s scores to the point where the all-electric sedan was ranked below the Ford Kuga. Thatcham Research Director of Insurance Research Matthew Avery explained this in a video released about the evaluation. “The Tesla Model 3 was the best for safety backup and vehicle assistance but lost ground for misleading consumers about the capability of its Autopilot system and actively discouraging drivers from engaging when behind the wheel,” Avery said.
As noted by Avery, it is pertinent for vehicles to exhibit a balance to score very well in the Assisted Driving Grading system. This was not achieved by the Model 3 despite its industry-leading backup safety systems and actual vehicle assistance tech. ADAC explained it best when outlining why the Tesla Model 3 lost to four other vehicles despite being equipped with what is noticeably the most advanced driver-assist system.
“When analyzing the test results, it is noticeable that the Tesla Model 3 has the most advanced assistance systems. With 95 points for emergency assistance (Safety Backup) and 91 points for technical assistance, it doesn’t beat the Mercedes GLE by far, but at least 11 points… Because Euro NCAP removes the many points in the area of driver support from the Tesla, because on the one hand it does not sufficiently comply with the driver’s request for a steering correction. On the other hand, because Tesla is irresponsible about the term autopilot – an even more serious reason. With only 36 points from the test area driver integration, the Tesla falls back to sixth place in the final bill,” the ADAC noted.
Thatcham Research’s overall findings could be viewed in the video below.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
