Core Insights - Tesla (TSLA) experienced a decline in annual deliveries for the second consecutive year in 2025, with a total of approximately 1.64 million vehicles delivered, down over 8% year-over-year [3][9]. - The fourth quarter of 2025 saw Tesla sell 418,227 vehicles, a 16% decrease compared to the same quarter in 2024, primarily due to expiring EV tax credits, aging models, and increased competition from companies like BYD [3][4][9]. - Despite challenges in the core EV business, CEO Elon Musk is focusing on autonomous vehicles and artificial intelligence as future growth engines, although significant revenue from these areas is expected to be years away [2][18]. Delivery Performance - In 2025, Tesla's deliveries totaled roughly 1.64 million vehicles, which included 1.58 million units of Model 3/Y and 50,850 other models, marking a decline from nearly 1.8 million vehicles sold in 2024 [3][9]. - The year-over-year decline in deliveries accelerated in 2025, with a drop of more than 8%, compared to a 1% decline in 2024 [4][9]. - Tesla lost its position as the leading EV manufacturer to BYD, which recorded sales of 2.26 million BEVs in 2025, reflecting a 28% increase year-over-year [4]. Future Growth Areas - Tesla is investing heavily in Full Self-Driving (FSD) technology and robotaxis, which Musk considers the most valuable future segments for the company [5][18]. - The robotaxi service, operational in cities like Austin and San Francisco, is set to expand to additional locations, with the FSD fleet surpassing 7 billion total miles [5][6]. - Tesla's Energy Generation and Storage business is thriving, with a record deployment of 14.2 GWh of energy storage products in Q4 2025 and a 48.7% increase in full-year deployments to 46.7 GWh [10]. Financial Performance and Valuation - Tesla's shares have underperformed the industry over the past year, trading at more than 13.75 times forward 12-month sales, significantly above the industry average [13][14]. - The Zacks Consensus Estimate for Tesla's 2025 revenues and EPS indicates a year-over-year contraction of 3% and 33%, respectively, but suggests improvements of 11.6% and 42.4% for 2026 [16]. - Despite the delivery slowdown, Tesla's ongoing advancements in autonomous driving, robotaxis, and energy storage could reshape its long-term earnings mix, making it a high-risk, high-reward investment [18][19].

Tesla stock price has suffered a big reversal and moved into a technical correction in the past few days. It has dropped in the last nine consecutive days, reaching a low of $438, its lowest level sin... ...

AUBURN HILLS, Mich., Jan. 5, 2026 /PRNewswire/ -- FCA US LLC reports sales of 332,321 vehicles in the fourth quarter, the second consecutive quarter in 2025 of sales increases in the U.S. Overall, total fourth-quarter U.S. sales increased 4% versus the same period in 2024. In December 2025, the company sold 121,170 total vehicles, growing 4% compared to the same month the prior year. "With consecutive quarterly sales increases and market share growth, it's clear that we are taking the right steps to reset o ...

GOTHENBURG, SWEDEN and SANTA BARBARA, CA / ACCESS Newswire / January 5, 2026 / Smart Eye (STO:SEYE)(OTC PINK:SMTEF)(FRA:SE9) - This production-focused demonstration showcases real-time driver monitoring, safe and secure ECU consolidation with unified system debugging. Smart Eye, the global leader in Human Insight AI and Driver Monitoring Systems (DMS), and Green Hills Software, the worldwide leader in embedded safety and security, today announced a joint demonstration at CES 2026 highlighting how safety-cri ...

For years, Tesla (TSLA) led the global EV market in both scale and innovation. But in fast-moving industries, dominance is never guaranteed. That shift became clear in 2026, when China’s BYD (BYDDY) officially surpassed Tesla as the world’s largest seller of battery-powered electric vehicles. Once brushed off by Elon Musk as a non-threat, BYD has steadily built manufacturing scale, expanded its global footprint, and posted consistent sales growth, even as Tesla’s vehicle deliveries declined year-over-year ...

Tesla stock (NASDAQ: TSLA) jumped over 4% on Monday as investors brushed aside soft delivery figures and focused instead on the company's record energy storage deployments. The positive sentiment was ... ...

Core Insights - HERE Technologies has integrated its Navigation SDK into Lucid's vehicles, enhancing in-vehicle navigation and mobile/web trip planning for the Lucid Gravity and Air models [1][7] - The collaboration focuses on improving the driving experience through advanced driver assistance systems (ADAS) and intelligent speed assistance (ISA) features [2][3] Group 1: HERE Technologies and Lucid Collaboration - HERE SDK provides precise location data to support Lucid's ADAS suite, which includes features like adaptive cruise control, automatic emergency braking, and lane departure warning [2] - Lucid's ISA feature utilizes real-time speed limit information from HERE to help drivers comply with posted speed limits, aligning with the European Union ISA mandate [3] - The partnership aims to innovate and expand location-based services across current and future Lucid models [3] Group 2: Enhanced Navigation Features - Lucid's navigation system, powered by HERE SDK, includes custom EV routing features and real-time charge point data to optimize long-distance journeys [7] - The system provides real-time updates on reachable destinations based on charge levels and time, incorporating recommended fast charging station information [8] - HERE's support for battery preconditioning before DC fast charging enhances the efficiency of Lucid's electric vehicles [8] Group 3: Future Developments - The collaboration is expected to continue evolving, with HERE and Lucid working together to push the boundaries of EV innovation [4] - Lucid's advanced navigation features will be showcased at CES 2026, highlighting the integration of HERE's technology [4]

Core Viewpoint - The document outlines the approval of Li Auto's debt financing tools registration, allowing the company to issue up to 10 billion yuan in various debt instruments over a two-year period [2][3]. Group 1: Registration Details - The registered amount for Li Auto's debt financing tools is 10 billion yuan, valid for two years from the date of the notification [2]. - The joint lead underwriters for this issuance are Bank of China and China International Capital Corporation [2]. Group 2: Issuance Guidelines - Li Auto can issue various types of debt instruments, including super short-term financing bonds, short-term financing bonds, medium-term notes, perpetual notes, asset-backed notes, and green debt financing tools [3]. - Each issuance must specify the lead underwriter, product type, issuance scale, and duration [3]. Group 3: Compliance and Management - The company must adhere to the guidelines for issuing non-financial corporate debt financing tools and comply with self-regulatory management rules set by the China Interbank Market Dealers Association [3][4]. - Li Auto is required to disclose the use of raised funds according to the prospectus and must notify any changes in fund usage [3]. Group 4: Operational Conduct - The company must conduct its operations in compliance with national industrial policies and ensure healthy business development [3]. - In the event of significant events affecting debt repayment capability, Li Auto must follow investor protection mechanisms to safeguard investors' rights [3].

Core Insights - Rivian Automotive, Inc. delivered 42,247 vehicles in 2025, a decrease from 51,579 in 2024, with production totaling 42,284 units compared to 49,476 the previous year [1][8] - The broader auto industry is facing slowing EV demand, influenced by the expiration of a $7,500 U.S. tax credit, which has raised vehicle prices and raised concerns about sustaining demand as production scales [2] - Rivian plans to introduce the R2 model, which is expected to be significantly cheaper than the R1T and R1S, aiming to penetrate the mass market while maintaining core design and performance [3] - Initial deliveries of the R2 are expected in the first half of 2026, with production ramping up in the latter half of the year, targeting an annual capacity of about 215,000 units by late 2026 and into 2027 [4] Industry Comparisons - Tesla reported deliveries of over 418,000 vehicles in Q4 2025, down from over 495,000 in Q4 2024, with full-year deliveries at over 1,635,000 compared to more than 1,789,000 in 2024 [5] - BYD delivered 4.6 million vehicles in 2025, a 7.7% increase from 2024, with sales evenly split between fully electric vehicles and plug-in hybrids [6] Performance and Valuation - Rivian's stock has outperformed the Zacks Automotive-Domestic industry over the past six months, with a gain of 52.2% compared to the industry's 46.4% [7] - Rivian appears overvalued based on its price/sales ratio, trading at a forward sales multiple of 3.52, above the industry's 3.3 [9] - The Zacks Consensus Estimate for Rivian's loss per share for 2025 and 2026 has seen minor adjustments, with a narrowing of one cent for 2025 and a widening of 11 cents for 2026 [10]

Toyota division posted year-end 2025 sales of 2,147,811 vehicles, up 8.1 percent on a volume basis and up 8.4 percent on a DSR basis. For the quarter, Toyota division reported sales of 552,510 vehicles, up 9.3 percent on a volume basis and up 9.3 percent on a DSR basis. Toyota division reported December sales of 193,280 vehicles, up 11.8 percent on a volume basis and up 7.5 percent on a DSR basis. Lexus division posted year-end 2025 sales of 370,260 vehicles, up 7.1 percent on a volume basis and up 7.5 perc ...