4 Auto Stocks Wall Street Analysts Are Bullish About for 2026

Key Takeaways U.S. auto sales are expected to near 16M units in 2026 as pricing, inventory and dealer supply normalize.Long-term growth themes like electrification, autonomy and affordability continue to shape demand.Analysts favor GTX, BLBD, SMP and WRD for their positioning across turbo tech, aftermarket parts and EVs/AVs.The auto industry in 2025 navigated policy uncertainty and shifting incentives. Early tariff concerns pulled demand forward as buyers rushed to purchase vehicles ahead of possible price ...