Workflow
Electric Vehicle
icon
Search documents
Rivian Stock: EV Recovery Play or Value Trap?
Yahoo Finance· 2025-11-25 10:10
Key Points Rivian Automotive shares briefly surged higher earlier this month following a well-received earnings release. Rivian reported a gross profit in the third quarter, but a key driver of that strong result was a temporary -- and now-absent -- tailwind. Expect Rivian stock to remain volatile as investors await its next major catalyst. 10 stocks we like better than Rivian Automotive › Rivian Automotive's (NASDAQ: RIVN) stock got a nice boost earlier this month after the electric vehicle (EV) ...
2 Things Every Tesla Investor Needs to Know
Yahoo Finance· 2025-11-25 08:45
Key Points Tesla faces steeper competition in 2026. Robotaxis could deliver a multitrillion-dollar opportunity. These 10 stocks could mint the next wave of millionaires › With a $1.2 trillion market cap, Tesla (NASDAQ: TSLA) is the largest electric vehicle (EV) stock in the world. And 2026 could be a pivotal year for the company. CEO Elon Musk recently made a bold prediction for one of Tesla's most exciting divisions. But before you jump in, there are two things every investor must know about this ...
PSNY Stock Price Prediction: Where Polestar Could Be by 2025, 2026, and 2030
Yahoo Finance· 2025-11-22 13:34
Core Insights - Polestar's stock is currently trading below 1 dollar, reflecting a year-to-date decline of over 36 percent and a 46 percent loss over the past year, indicating significant volatility and uncertainty regarding its profitability [2][5] - The company faces challenges from rising manufacturing costs, competitive pricing pressures, and mixed demand for new electric vehicle (EV) offerings, which have contributed to fragile investor confidence [2][5] - Analysts project a consensus price target of 2.34 dollars for Polestar, with significant variability in estimates, highlighting the uncertainty surrounding the company's financial stability and market conditions [8] Trading Behavior and Market Conditions - Technical indicators show that Polestar's stock is near key moving-average support levels, while overall sentiment remains bearish [1] - The stock's 52-week range has been between 0.12 and 0.80 dollars, underscoring persistent volatility [2] - Tariff exposure, particularly concerning EV imports and battery components, poses additional risks, as shifts in trade policy could increase production costs or limit market access [1][5] Financial Performance and Projections - Despite steady growth in the EV sector, Polestar has struggled with ongoing operational losses and high debt levels, complicating its long-term outlook [5] - Analysts predict limited upside for Polestar in 2025, with projections indicating a bearish trend continuing into 2030, reflecting concerns over elevated input costs and tariff risks [13][14] - Long-term projections show wide variability influenced by regulatory changes and global EV demand, with sustainable revenue expansion being essential for meaningful appreciation [17] Bull and Bear Cases - The bull case for Polestar emphasizes its potential to carve out a niche in the global EV market through expansion and new model introductions, supported by majority owner Geely [11] - The bear case highlights significant macro and operational risks, including rising tariffs, supply chain disruptions, and competition from larger automakers, which could hinder profitability and lead to further stock depreciation [12]
Hyundai IONIQ 9 Named "EV of the Year" by the Hispanic Motor Press
Prnewswire· 2025-11-21 21:50
Core Insights - The 2026 Hyundai IONIQ 9 has been awarded the title of 2026 EV of the Year by the Hispanic Motor Press, recognizing its appeal to Hispanic consumers based on various factors including technology and safety features [1][3]. Group 1: Award Recognition - The Hispanic Motor Press Awards program, now in its 16th year, highlights vehicles that excel in driving satisfaction, technology advancements, cleaner mobility, safety, infotainment, styling, and value [1][3]. - The award was presented at the 2025 Los Angeles Auto Show, where a jury of Hispanic automotive journalists and industry experts selected the IONIQ 9 for its versatility and family-friendly features [3]. Group 2: Company Commitment - Hyundai Motor America's COO, Claudia Marquez, emphasized the company's dedication to producing electric vehicles that prioritize safety and innovation for families, aligning with the needs of the Hispanic community [4]. - The IONIQ 9 is designed with long-range capability, ultra-fast charging, and a spacious interior, making it a practical choice for consumers [4]. Group 3: Economic Impact - Hyundai Motor America contributes $20.1 billion annually to the U.S. economy and supports 190,000 jobs through its operations, including manufacturing and R&D facilities [5].
VinFast Auto .(VFS) - 2025 Q3 - Earnings Call Transcript
2025-11-21 14:02
Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $719 million, representing a 47% year-over-year increase and a 9% quarter-over-quarter increase [19] - Cost of goods sold for the quarter was $1.1 billion, an increase of 85% year-over-year and 21% quarter-over-quarter [20] - Gross margin was negative 56.2%, compared to -24% in Q3 2024 and -41.1% in Q2 2025 [20][22] - Net loss for the quarter was -$953 million, with a net loss margin of -132.7% [23] - Total available liquidity as of September 30 was $3.7 billion, providing approximately 18 months of runway for operations and growth plans [24][76] Business Line Data and Key Metrics Changes - In Q3 2025, VinFast delivered 38,195 EVs, a 74% increase year-over-year and 7% quarter-over-quarter [3] - For the first nine months of 2025, total EV deliveries reached 110,362, representing a 149% increase year-over-year [4] - E-scooter and e-bike deliveries totaled 120,052, reflecting a 535% increase year-over-year and 73% quarter-over-quarter [4] Market Data and Key Metrics Changes - In Vietnam, VinFast's volumes grew 82% year-over-year, while the overall auto industry reported flat sales compared to Q3 2024 [7] - In India, VinFast ranked within the top eight for EV registration in its first month, with sales exceeding internal forecasts [9] - In Indonesia, VinFast captured approximately 5% of the BEV market year-to-date, ranking fifth among top BEV brands [10] Company Strategy and Development Direction - VinFast aims to broaden its EV e-scooter lineup and deepen its presence in the B2B fleet channel in Vietnam [5] - The company is investing in innovation, focusing on vehicle platforms, electrical and electronic architecture, and autonomy [6] - VinFast plans to introduce three distinct brands by 2026, targeting different market segments [15][16] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of balancing growth and cost rationalization as a long-term priority [6] - The company remains optimistic about achieving its 2025 guidance, with expectations of reaching 30,000 vehicle deliveries per month soon [56] - Management acknowledged the need for time to mature its brand and green mobility ecosystem in international markets [13] Other Important Information - The company plans to launch new e-scooter models with extended range in 2026 [8] - VinFast's R&D expenses for Q3 2025 were $106 million, marking a 15% increase quarter-over-quarter [22] - The Ha Tinh factory is ramping up production and is expected to be the main production site for several models [61] Q&A Session Summary Question: What is the expected timeline and cost expectations for developing your autonomy stack? - Management plans to launch a low-cost version for robotaxi in 2026, with further developments expected around 2028 [27] Question: What are your capital needs and timeline for achieving positive gross margin? - Total liquidity is $3.7 billion, sufficient for another 18 months based on current projections [30] Question: What percentage of sales in Q4 is expected to come from outside of Vietnam? - A slight increase in sales from outside Vietnam is anticipated in Q4, primarily from India and Indonesia [34] Question: Can you provide an update on the production ramp-up at Ha Tinh Plant? - The Ha Tinh factory is currently producing 15 jobs per hour, with plans to increase production for various models [61] Question: How is battery cost tracking and expected to trend? - Battery costs have declined by approximately 10% to 12% year-over-year, with further cost optimization expected [64] Question: What is the outlook for the two-wheeler business in 2026? - The target is to deliver 1.5 million two-wheelers in Vietnam in 2026, representing about 50% of total new sales [72]
VinFast Reports Unaudited Third Quarter 2025 Financial Results
Prnewswire· 2025-11-21 14:00
Accessibility StatementSkip Navigation SINGAPORE, Nov. 21, 2025 /PRNewswire/ --Â VinFast Auto Ltd. ("VinFast" or the "Company") (Nasdaq: VFS), a pure-play electric vehicle ("EV") manufacturer with the mission of making EVs accessible to everyone, today announced its unaudited financial results for the third quarter ended September 30, 2025. Driven by Strong Top-line Focus, VinFast Reports USD 719 Million in Revenue, Up 47% Year-over-Year VinFast – VinFast offers a smart and reliable range of mid- to high-en ...
What every Nio Investor Should Know Before Buying
The Motley Fool· 2025-11-21 10:10
The Chinese electric car company is seeing renewed market interest. But there are some things to know before buying.Chinese electric vehicle (EV) maker Nio (NIO 6.09%) has been a pretty terrible investment over the medium term. Share prices are down more than 85% over the last five years.However, Nio's share price recently started showing signs of life. It's up 37% year to date:NYSE : NIONioToday's Change( -6.09 %) $ -0.35Current Price$ 5.40Key Data PointsMarket Cap$10BDay's Range$ 5.38 - $ 5.8752wk Range$ ...
Porsche reveals all-electric Cayenne SUV, 'most powerful' production vehicle ever made by sports car company
CNBC· 2025-11-19 14:15
In this articleP911-DEThe 2026 Porsche Cayenne Electric SUVPorschePorsche on Wednesday revealed an all-electric version of its Cayenne SUV, calling it the "most powerful" production vehicle ever made by the German sports car manufacturer.The 2026 Cayenne EV is capable of 1,139 horsepower, 0-60 mph in 2.4 seconds and up to 1,106 foot-pounds of torque, according to Porsche. Its top speed is up to 162 mph, the company said. The car that previously had the title of "most powerful road-legal Porsche" was the Tay ...
This Major Tesla Lithium Supplier Jumps In Momentum Ranking Amid Strong Price Trend - Tesla (NASDAQ:TSLA), Sociedad Quimica Y Minera (NYSE:SQM)
Benzinga· 2025-11-19 12:26
Core Insights - Sociedad Quimica Y Minera De Chile (SQM) has seen a significant increase in investor confidence, reflected in its rise to the top 10th percentile of Benzinga Edge's momentum rankings with a score of 90.88, up from 84.34 [2][3] - The company's stock has surged 64.77% year-to-date, outperforming the S&P 500 and Dow Jones indices, which returned 12.76% and 8.73% respectively over the same period [7] Company Performance - SQM's momentum score increased by 6.54 points, indicating an accelerating upward trajectory in its stock performance [2] - The stock has shown gains across short-term, medium-term, and long-term trends, with specific percentile rankings of 54.70 for growth and 53.29 for value, although quality lags at 21.07 [3] Industry Position - SQM plays a crucial role in Tesla's battery supply chain, having secured significant supply agreements for lithium, including a recent expanded deal in July 2023 to deliver up to 55,000 metric tons of lithium carbonate annually to LG Energy Solution [4][5] - The demand for electric vehicles (EVs) is projected to exceed 14 million units in 2024, positioning SQM favorably due to lithium's essential role in lithium-ion batteries [6] Market Comparison - SQM's stock performance over the past year shows a 51.76% increase, with notable gains of 71.83% over six months and 34.42% over one month [7] - The stock was up 2.59% in premarket trading, indicating continued positive momentum despite mixed futures for major indices [7]
Is BYD Stock a Millionaire Maker?
Yahoo Finance· 2025-11-18 13:15
Key Points BYD has generated millionaire-making gains over the past two decades. Its transformation into a pure-play NEV maker impressed many investors. Its stock still looks cheap relative to its long-term growth potential. 10 stocks we like better than BYD Company › BYD (OTC: BYDDY), China's largest automaker, has minted a lot of millionaires since its public debut in 2002. A $10,000 investment in its Hong Kong IPO would be worth $1.07 million today. That rally was driven by its evolution from ...