🚨 $TSLA stock driven by robotaxi excitement, says Canaccord Genuity's George GianarikasGianarikas talks EV market struggles as tax credits phase out.But with cheaper EVs coming, $9 EPS by 2027, and big bets on Robotaxis + Optimus by 2030, Tesla's long-term upside could be huge. 🔥 ...

🚨BREAKING: Tesla dominates EV market in Italy! 🇮🇹• 21.4% share over 3x more than any rival• Model Y & Model 3 lead with 902 and 793 sales• Tesla is both #1 brand and #1 model in June 2025 https://t.co/BDnuzV9qeb ...

🚨BREAKING: Tesla leads Switzerland’s EV market in June!🇨🇭• 17.3% market share and far ahead of any rival• Model Y crushes with 689 sales, #1 overall• Tesla takes top brand & top model titles again https://t.co/ijwZDhQnYn ...

June 18, 2025 02:02 PM GMT China Autos & Shared Mobility | Asia Pacific Where market share was reshuffled in May Key Takeaways Li Auto: While QTD sales of 90-95k units appear to track behind 2Q volume guidance of 123-128k amid channel restructuring and price competition, we believe the impact should be transient and sales momentum should soon recover. XPeng: Share losses were across most regions, likely as M03 sales fell ahead of its Max facelift in late May. Volume resurgence is likely to await the G7 and ...

Markets hate uncertainty, which has been the norm in 2025. Tariffs, interest rates, and inflation are driving analysts’ expectations. However, that can become an opportunity for nimble investors with some cash on the sidelines. With earnings season wrapping up, some analysts have discovered they were too bearish on a company. That causes them to upgrade the stock, which usually comes with a higher price target. But some analysts don’t stop with one upgrade. They sometimes upgrade a stock by two rating level ...

Core Viewpoint - Nio's Q1 2025 earnings report missed analyst expectations, leading to a decline in stock price and raising concerns about future performance [1][5]. Financial Performance - Nio reported Q1 2025 revenue of $1.66 billion, a 21.5% increase from $1.37 billion in the same quarter last year, driven by an 18.6% rise in vehicle sales and a 37.2% increase in other revenue streams [3]. - The revenue fell short of the consensus estimate of $1.73 billion by approximately 4% [3]. - The company posted an adjusted loss per share of $0.41, wider than the expected loss of $0.35, representing a 24.2% year-over-year decline [4]. Future Outlook - Nio provided a positive Q2 2025 outlook, projecting vehicle deliveries between 72,000 and 75,000 units, which represents a year-over-year increase of 25.5% to 30.7% [4]. - Analysts remain optimistic, with a consensus price target of $5.07 for Nio over the next 12 months, indicating nearly 50% upside from current levels [6]. - Morgan Stanley reaffirmed its 'Overweight' rating on Nio, maintaining a price target of $5.90, citing optimism around Q2 volume recovery and improving cash flow [8]. Market Dynamics - Morgan Stanley anticipates a 20% average selling price (ASP) decline through 2025, partially offset by rising sales of the lower-cost Firefly model [9]. - The positive outlook is contingent on Nio's ability to meet Q2 delivery goals and enhance operational efficiency in a challenging EV market [10].

Investment Rating - Industry View: In-Line [6] Core Insights - The recent sell-off in the electric vehicle (EV) sector was triggered by price cuts from BYD, reflecting market anxiety over weak end-demand and high valuations [9] - The ongoing price competition is expected to continue, influenced by tough comparisons and an approaching off-season [2] - Brands that can avoid direct price competition, such as Li Auto, may perform better, while traditional OEMs are less likely to be safe havens [4][5] Summary by Sections Investor Questions - The impact of price cuts on mass market brands like BYD is expected to be manageable for Q2 results, as the additional discounts are not as severe as initially perceived [3] - The focus for OEMs is likely to remain on volume scale, with BYD maintaining its full-year target of 5.5 million units for now [3] - Brands like Li Auto may be better positioned to navigate the current market dynamics, while traditional OEMs could face volume losses [4][5] Market Dynamics - The sell-off reflects concerns about prolonged price wars that could align stock prices with shaky fundamentals as the auto sector enters a low season [9] - The supply chain is anticipated to show resilience in Q2, but potential ripple effects into the second half of the year should be monitored [5] Company Ratings - BYD Company Limited: Overweight [62] - Geely Automobile Holdings: Overweight [64] - Li Auto Inc.: Overweight [64] - XPeng Inc.: Overweight [64]

General Motors is investing $888 million in its Tonawanda Propulsion plant in Buffalo, New York, "to support the production of the sixth generation of GM's V-8 engines," the automaker announced Tuesday. The investment is a shift from a previously announced $300 million commitment to make electric-vehicle drive units at the plant, as the V-8 engines are used in GM's full-sized trucks and SUVs. GM says the newer engines will provide drivers better fuel economy and reduce emissions by utilizing "new combustion ...

Wallbox (WBX) Q1 2025 Earnings Call May 07, 2025 12:00 PM ET Speaker0 everyone, and welcome to Wabox's First Quarter twenty twenty five Earnings Conference Call and Webcast. My name is Charlie, and I'll be your operator for today's call. At this time, all participants' lines have been placed in listen only mode to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I'd now like to turn the call over to Michael Wilhelm from Woolbox to begin. Michael, please ...