Core Insights - NVIDIA has partnered with Toyota, Aurora, and Continental to develop consumer and commercial vehicle fleets using NVIDIA's accelerated computing and AI technologies [1][4] - Toyota will utilize NVIDIA DRIVE AGX Orin™ and DriveOS for its next-generation vehicles, enhancing advanced driving assistance capabilities [2][3] - The automotive sector is expected to be a significant growth area for NVIDIA, with projections of approximately $5 billion in revenue for the automotive vertical business in fiscal year 2026 [3] Company Developments - The majority of automotive manufacturers, including truckmakers and mobility startups, are adopting NVIDIA's DRIVE AGX™ platform for their vehicle technologies [3][5] - Aurora and Continental have entered a long-term strategic partnership with NVIDIA to deploy driverless trucks, utilizing NVIDIA's technology for mass production by 2027 [4] - Other notable companies adopting NVIDIA DRIVE AGX for advanced driver-assistance systems include BYD, Mercedes-Benz, and NIO, among others [5][6] Technology Overview - NVIDIA provides three core computing systems essential for autonomous vehicle development: DRIVE AGX for in-vehicle computing, DGX for data processing and AI model training, and simulation platforms like Omniverse and Cosmos [6]

Core Insights - Toyota announced at CES 2025 that its next-generation vehicles will feature automated driving capabilities powered by Nvidia's Drive AGX Orin supercomputer and DriveOS operating system [1] - Nvidia's Drive AGX is part of a comprehensive self-driving toolkit that includes the DGX for AI model training and the Omniverse platform for testing AV software [2] - Toyota has been utilizing Nvidia's cloud-based computing systems since 2019 to develop its autonomous vehicle technology [3] - Nvidia's vice president highlighted the partnership with Toyota as a successful example of their cloud-to-car strategy, which is being extended to in-vehicle applications [4] - Nvidia anticipates its automotive vertical business to grow to approximately $5 billion in fiscal year 2026 [5] Group 1 - Toyota's next-generation vehicles will incorporate automated driving capabilities [1] - Nvidia's Drive AGX is a key component of its self-driving technology suite [2] - Toyota has a history of collaboration with Nvidia for autonomous vehicle development [3] Group 2 - Nvidia's partnership with Toyota exemplifies its cloud-to-car strategy [4] - Nvidia projects significant growth in its automotive business segment [5]

Toyota's Strategic Moves in Space and Mobility - Toyota is exploring the development and production of orbital rockets, as announced by Chairman Akio Toyoda [1] - The company is investing 7 billion Japanese yen ($44.4 million) into Interstellar Technologies Inc, a Japanese private spaceflight company [2] - Toyota aims to leverage its mass production expertise for rocket production with Interstellar Technologies [4] Competition in the Japanese Launch Market - Toyota is competing with Mitsubishi Heavy Industries, which has developed the H3 series of rockets for JAXA [5] - Mitsubishi's H3 rocket is intended to compete with SpaceX's Falcon 9 rockets in terms of pricing [5] Woven City Development - Toyota has completed the first phase of Woven City, a prototype city for testing emerging technologies like autonomous vehicles [6] - Woven City is located on a 175-acre site at the base of Mt Fuji in Japan [6] - The mission of Woven City is to serve as a test course and experimental proving ground for future technologies, rather than to generate profit [7]

Core Message - Toyota is exploring rocketry and space mobility, hinting at a future beyond Earth-bound transportation [1] - The company views its technologies as "invention by multiplication," suggesting a collaborative and expansive approach to innovation [1] - The exploration of rockets aligns with the broader vision of mobility, potentially challenging competitors like Tesla and SpaceX [1] Rocketry and Space Exploration - Toyota showcased a rendering of a rocket designed by Interstellar Technologies, a Japanese spaceflight company [2] - The collaboration with Interstellar Technologies aims to explore telecommunications networks for Woven City, a prototype city near Mount Fuji [2] - Woven City, announced in 2020, has now opened its first phase, serving as a living laboratory for future technologies [2] Telecommunications and Autonomous Vehicles - Toyota emphasizes the need for seamless and uninterrupted communication networks to support autonomous vehicles in Woven City [3] - The mountainous location of Woven City makes it an ideal testing ground for advanced communication infrastructure [3] Investment and Strategic Moves - Woven by Toyota has invested 7 billion yen (approximately $44.3 million) into Interstellar Technologies [4] - The announcement of space exploration aligns with Toyota's broader strategy, which has been cautious in the electric vehicle space but may now focus on more ambitious goals like space mobility [5]

Company Strategy and Vision - Toyota is exploring the development of rockets, as announced by Chairman Akio Toyoda at CES 2025, hinting at the potential for space mobility [1] - Toyoda emphasized the concept of "invention by multiplication," suggesting that collaboration can lead to limitless possibilities, including space exploration [2] - The company's focus on space exploration may indicate a strategic shift beyond traditional automotive boundaries, potentially positioning itself as a competitor to companies like Tesla and SpaceX [2][4] Industry Context and Precedents - The announcement of space exploration aligns with broader industry trends, where companies like Sony have previously surprised the market with unexpected ventures, such as electric vehicles [3] - Toyota's cautious approach to electric vehicle development has been criticized, but its focus on space exploration may reflect a long-term vision that diverges from traditional automotive electrification strategies [4] Technological Collaboration - Toyota showcased a rendering of a rocket designed by Interstellar Technologies, a Japanese private spaceflight company specializing in small launch vehicles for satellites [1] - This collaboration highlights Toyota's interest in leveraging external expertise to expand its technological capabilities beyond Earth-based mobility [1]

Core Points - Toyota Motor Corporation announced the completion of Phase 1 construction of Toyota Woven City, with an official launch scheduled for fall 2025 or shortly thereafter [1][15] - Woven City is designed as a test course for mobility, showcasing Toyota's commitment to transforming into a mobility company since its initial announcement in 2018 [2][11] - The project has received Japan's first LEED for Communities Platinum certification, highlighting its environmentally conscious and human-centric design [3] Construction and Development - Phase 1 construction was completed in October 2024, following a groundbreaking ceremony on February 23, 2021, at the former site of Toyota Motor East Japan's Higashi-Fuji Plant [2][12] - Renovation of a former facility into a manufacturing hub for Woven City is ongoing, and preparations for Phase 2 have commenced [4] Community and Collaboration - Woven City will host approximately 100 initial residents, primarily Toyota and WbyT staff and their families, with plans to expand to around 360 residents in Phase 1 and a total of approximately 2,000 in future phases [10][12] - The community will include "Inventors" from Toyota, WbyT, external companies, startups, and individual entrepreneurs, fostering collaboration to address societal challenges [5][9] Innovation and Mobility - Woven City aims to redefine mobility by expanding its scope beyond transportation to include the movement of people, goods, information, and energy [11] - The project will also explore advanced technologies, including an investment in Interstellar Technologies Inc. to support rocket mass production [11] Future Plans - An accelerator program for external startups, entrepreneurs, universities, and research institutions is set to begin in summer 2025 [8] - The general public is expected to participate in co-creation activities starting in FY2026 or thereafter [10]

Year-end electrified Toyota and Lexus sales surpasses one million units and surges 53 percent; electrified units make up more than 43 percent of total sales volume 30 electrified vehicle options available, the most among any automaker with more in showrooms throughout 2025 Lexus records its best-ever full-year sales result in its 35-year history Toyota brand projected to be the number one retail for the 13th consecutive year PLANO, Texas, Jan. 3, 2025 /PRNewswire/ -- Toyota Motor North America (TMNA) today ...

Earnings and Revenue - Toyota Motor Corporation is expected to report EPS of $4 36, down 35 98% from the prior-year quarter [1] - Quarterly revenue is anticipated to be $78 36 billion, down 3 91% from the year-ago period [1] - For the annual period, earnings are expected to be $19 93 per share, down 21 38%, and revenue is projected at $307 28 billion, down 1 54% [3] Stock Performance - The stock ended the most recent trading session at $195 66, reflecting a -1 93% shift from the previous day [2] - Shares gained 16 93% over the past month, lagging the Auto-Tires-Trucks sector's gain of 19 11% but outpacing the S&P 500's loss of 0 36% [8] Valuation Metrics - Toyota Motor Corporation has a Forward P/E ratio of 10 01, indicating a premium compared to its industry's Forward P/E of 7 59 [5] - The PEG ratio is currently 0 38, lower than the industry average of 0 82 [11] Industry and Sector - The Automotive - Foreign industry is part of the Auto-Tires-Trucks sector and has a Zacks Industry Rank of 164, placing it in the bottom 35% of all industries [6] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [12] Analyst Estimates and Revisions - The Zacks Consensus EPS estimate has moved 7 56% lower over the past month [10] - Toyota Motor Corporation currently holds a Zacks Rank of 3 (Hold) [10] - Estimate revisions are directly correlated with near-term share price momentum [4]

Toyota Motor - Toyota's shares surged after Nikkei reported the company plans to raise its return on equity target to 20%, nearly doubling market expectations of 11% for the fiscal year ending in March [1] - The consensus EPS estimate for Toyota Motor has been revised 23.5% higher over the last 30 days, indicating a positive trend in earnings estimate revision [2] - Toyota Motor shares rallied 8.8% in the last trading session to close at $197.36, with notable volume traded compared to a typical session [4] - The stock has gained 6.9% over the past four weeks [4] - Toyota Motor is expected to post quarterly earnings of $4.36 per share, representing a year-over-year change of -36%, with revenues expected to be $78.36 billion, down 3.9% from the year-ago quarter [7] - The stock currently carries a Zacks Rank 3 (Hold) [8] Suzuki Motor - Suzuki Motor's consensus EPS estimate for the upcoming report has remained unchanged over the past month at $1.03, representing a year-over-year change of +7.3% [3] - Suzuki Motor boasts a Zacks Rank of 1 (Strong Buy) [3] - Suzuki Motor finished the last trading session 0.5% lower at $44.57, but has returned 8.4% over the past month [6] Industry Insights - Toyota Motor is a member of the Zacks Automotive - Foreign industry [6] - Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements [5]

Key TakeawaysU.S.-traded shares of Toyota Motor surged Thursday following a report from Nikkei that the carmaker is aiming for a 20% return on equity.Analysts were reportedly anticipating an 11% return on equity this fiscal year.The news comes days after an announcement that two of Toyota's rivals, Honda and Nissan, are planning on merging. Toyota Motor's (TM) U.S.-listed shares soared Thursday following a report that the carmaker is looking to double its target return on equity (ROE). The Japanese auto gia ...