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X @Bloomberg
Bloomberg· 2025-10-07 19:14
Tesla introduced a $39,990 version of the Model Y, making its top-selling vehicle more affordable to counteract the loss of US incentives for electric cars. https://t.co/uu8vE53XpI ...
BMW CEO: iX3 Electric SUV Will Be Industry ‘Benchmark’
Bloomberg Television· 2025-08-03 21:06
Investment & Strategy - BMW's investment in its new architecture is the largest single investment ever made, exceeding €10 billion last year [1][3] - The company views this investment as a self-fulfilling prophecy, with widespread internal support [2] - BMW anticipates a profitable future from this platform, with iX3 deliveries expected in the first quarter of 2026 [3] Market & Competition - BMW aims to increase its global market share with its new electric car, alongside its existing combustion engine and plug-in hybrid X3 models [4] - The company believes its new car will be the industry benchmark in terms of performance and technology [5] - BMW expects to gain market share from Tesla, citing Tesla's sales decline in Europe, including double-digit drops in Germany and France [5][6] Technology & Performance - BMW emphasizes the first-mover advantage of its new car, highlighting its charging speed, range, and energy efficiency of 15 kilowatt hours per 100 kilometers [6][7] - The company believes its brand strength and high-quality recognition will give it an advantage over new entrants in the electric car market [8] Brand Perception & Customer Shift - BMW believes the pendulum is swinging back from Tesla to BMW, noting that in Europe, BMW already sells more electric cars than its competitor [8][9] - A 2019 survey indicated that many drivers were switching from BMW to Tesla Model 3s, but the trend is now reversing [8]
X @The Economist
The Economist· 2025-07-26 07:00
The competition between China’s electric-car hubs is not just a question of bragging rights https://t.co/8LZZMyTRJn ...
Think Rivian Stock Is Expensive? These 3 Charts Might Change Your Mind.
The Motley Fool· 2025-07-10 10:00
Core Viewpoint - Rivian Automotive is positioned for significant growth due to the introduction of new, lower-priced models, making its stock undervalued compared to market expectations [1][7]. Financial Outlook - Rivian's new R2 model, priced under $50,000, is set to begin production in early 2026, with additional models (R3 and R3X) expected to follow shortly [2]. - The company is anticipated to experience substantial improvements in financial performance as it scales production and sales of these mass-market vehicles [5]. Market Comparison - Historical data shows that when Tesla launched affordable models like the Model 3 and Model Y, their sales increased significantly, indicating a potential similar trajectory for Rivian [3]. - Rivian is projected to surpass Tesla in near-term sales growth due to multiple model introductions planned for 2026 and 2027 [5]. Profitability and Valuation - Rivian's gross margins are now comparable to Tesla's, although profit margins remain negative; this situation is expected to improve as sales scale [5]. - Rivian shares are trading at a price-to-sales discount of approximately 75% compared to Tesla, indicating a significant valuation gap despite the company's growth potential [7]. - With a market capitalization of $15 billion, Rivian's improving margins and sales growth suggest that the stock is not overpriced [7].
Lucid Group's Stock Is as Cheap as It's Been Since 2021. 1 Thing to Know Before You Buy.
The Motley Fool· 2025-04-27 11:15
Core Viewpoint - Lucid Group is expected to experience significant sales growth in 2025, primarily driven by the new Gravity SUV platform, despite a recent decline in share price due to broader market corrections [1][2]. Group 1: Sales Growth Projections - Analysts predict that Lucid's revenue will nearly double in 2025, largely due to the launch of the Gravity SUV platform [1]. - In early 2024, analysts had also projected over 100% annual sales growth, influenced by a smaller sales base and one-time sales to the Saudi government exceeding $50 million [3]. - Historical data shows that despite spikes in sales growth projections, Lucid's stock price and valuation multiples did not significantly change [4]. Group 2: Market Sentiment and Valuation - The recent drop in Lucid's share price, approximately 20% since the beginning of 2025, is attributed to a general market correction affecting electric vehicle stocks [2]. - The market remains skeptical about Lucid's long-term survival due to its smaller size compared to competitors like Tesla, which affects its valuation [6][7]. - Lucid's growth trajectory has not always met expectations, leading to cautious market sentiment regarding future growth forecasts [7].