Stock Markets May 12, 2026 04:13 AM

Waymo Recalls Nearly 3,800 Robotaxis Over Software Concern That May Lead to Driving Into Flooded Roads

U.S. safety regulator says interim operational restrictions and map updates are in place while a full software fix is developed

By Sofia Navarro GOOGL GOOG

Waymo is recalling 3,791 robotaxis in the United States after the National Highway Traffic Safety Administration identified a self-driving software issue that could cause the vehicles to enter flooded roadways. The recall affects specific fifth- and sixth-generation Automated Driving Systems, with Waymo implementing interim constraints and map revisions as a temporary mitigation while a complete remedy is being developed. Separately, Waymo is under an NHTSA probe related to a January incident in Santa Monica and the National Transportation Safety Board is investigating a January incident in Texas involving a stopped school bus.

Waymo Recalls Nearly 3,800 Robotaxis Over Software Concern That May Lead to Driving Into Flooded Roads
GOOGL GOOG

Key Points

  • Waymo is recalling 3,791 robotaxis in the U.S. due to a self-driving software issue that could lead vehicles onto flooded roads; the recall concerns specific fifth- and sixth-generation ADS units.
  • As interim measures, Waymo has restricted operational scope to increase weather-related limitations and has updated maps; a full technical remedy is under development.
  • Separately, Waymo faces an NHTSA probe into a January incident in Santa Monica where a self-driving vehicle struck a child, and the NTSB is investigating a January Texas incident in which Waymo vehicles passed a stopped school bus with lights activated.

Waymo is undertaking a safety recall of 3,791 autonomous taxis operating in the United States after the National Highway Traffic Safety Administration (NHTSA) concluded that a self-driving software defect could plausibly result in vehicles driving onto flooded sections of roadway.

The NHTSA said the recall specifically targets certain fifth- and sixth-generation Automated Driving Systems (ADS) installed in the affected robotaxis. As immediate measures, Waymo has narrowed its operational scope to tighten weather-related restrictions and has updated maps used by the vehicles to reduce the likelihood of the condition arising in active service.

The agency noted that a complete technical remedy to the software issue is currently under development. Until that full fix is available, the company has applied the interim mitigations described by the regulator.


Regulatory inquiries beyond the recall

The recall comes alongside other regulatory attention toward Waymo’s autonomous vehicle program. NHTSA is conducting a probe into an incident in January in which one of Waymo’s self-driving vehicles struck a child near an elementary school in Santa Monica, California. Separately, the National Transportation Safety Board has opened an investigation into a January occurrence in Texas where Waymo vehicles allegedly passed a stopped school bus with its lights activated, in apparent violation of state law.

These additional inquiries are separate from the software-related recall; the NHTSA and the NTSB actions are cited by authorities in public statements detailing the safety oversight surrounding the company’s robotaxi operations.


Market context

The report includes listed market references to Alphabet’s tickers, showing declines alongside the developments: GOOGL down 3.03% and GOOG down 2.59% as presented in market summary lines accompanying the safety update.

The recall and concurrent probes represent ongoing regulatory scrutiny of Waymo’s autonomous vehicle program. For now, Waymo is relying on tightened weather constraints and revised mapping as interim steps while engineers work on a permanent software correction.

Risks

  • Potential safety risk from the software issue that could cause robotaxis to drive onto flooded roads, directly affecting public safety and road-transport operations.
  • Regulatory and investigative scrutiny from NHTSA and NTSB related to separate January incidents - one involving a child struck near a Santa Monica elementary school and another involving a stopped school bus in Texas - creating operational and oversight uncertainty for Waymo.
  • Market reaction risk as reflected in the reported declines for Alphabet tickers (GOOGL and GOOG) in the market summary lines accompanying the report.

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