Key Takeaways Ford's Europe business is anchored in its Pro strategy, with VW van collaboration adding scale value.Ford is leveraging Renault's B-segment EV platform to cut costs and lift Europe EV economics.F warns EU and UK CO2 rules and job concerns will shape future passenger car profits.The core of Ford Motor Company’s (F) European operations continues to be anchored in its Pro strategy, which remains a strong source of profitability, per the company’s fourth-quarter 2025 earnings transcript. The compa ...

Global EV Sales Overview - Global electric vehicle sales in January 2026 reached 1.2 million units, marking a 3% decrease year-over-year and a 44% drop from December 2025 [2] - The decline in sales is largely attributed to a significant downturn in the Chinese market, which is the largest EV market globally [1][4] Regional Performance - North America faced a challenging start to 2026, with EV sales dropping 33% year-over-year, marking the lowest monthly sales since early 2022 due to the expiration of federal EV tax credits [3][7] - In contrast, Europe demonstrated resilience with over 320,000 EVs sold in January, a 24% increase year-over-year despite a 33% decline from December [6] China's Market Dynamics - In China, EV sales fell 20% year-over-year and 55% from December, driven by new policies including a 5% purchase tax on EVs and changes to trade-in schemes [4] - The policy changes have contributed to a more market-driven environment for China's EV sector in 2026, following a challenging year for Tesla in 2025 [5] Emerging Markets - Outside major regions, EV sales nearly doubled in countries like South Korea, Brazil, and Thailand, indicating growth potential in these markets [6]

Core Viewpoint - Tesla's stock price predictions vary significantly, with some analysts forecasting a rise to $500 while others predict a drop to $350, reflecting uncertainty about the company's future direction and performance [1][2] Group 1: Stock Predictions - The average Wall Street forecast for Tesla (TSLA) stock suggests a decline over the next 12 months, with an average price target of $401.24, which is lower than the current share price [1] - Out of 34 analysts, 14 issued a Strong Buy rating, 17 issued a Hold rating, and 9 issued a Strong Sell rating, indicating a lack of consensus on the stock's future [1] - Price targets range from a high of $500 from RBC Capital Markets to a low of $350 from DZ Bank, highlighting the divided opinions among analysts [1] Group 2: Financial Performance - Tesla's total revenue for Q4 2025 declined by 3% year over year to $24.901 billion, missing analysts' expectations of $25.1 billion [1] - The automotive segment revenue fell 11% to $17.693 billion, while energy generation and storage revenue increased by 25% and services revenue improved by 18% [1] - Adjusted earnings per share (EPS) were $0.50, beating the consensus estimate of $0.45, but still reflecting a 17% year-on-year decline [1] Group 3: Strategic Focus - Tesla is shifting its focus towards robotics and AI, with plans to unveil the Gen 3 version of the Optimus robot lineup and expand AI training capacity at Gigafactory Texas [1] - The company is expected to implement targeted augmentations to support the rollout of Robotaxi, indicating a significant pivot in its business strategy [1] - Analysts and investors are divided on whether these ambitious projects will yield financial rewards, with optimists believing in their potential and pessimists expressing skepticism [2]

As Tesla loses ground in the electric vehicle market, it's increasingly pivoting toward robotaxis and robots. Here's what to know. https://t.co/s0zf63hq92 ...

Group 1 - Tesla holds a 59% share of the US electric vehicle market as of Q4 [1] - GM board member Jon McNeill is optimistic about market share gains from newer EV entrants like GM, Hyundai, and Toyota [1]

Core Points - The One Big Beautiful Bill Act introduces a tax deduction for car loan interest, allowing eligible taxpayers to deduct up to $10,000 from their federal taxes for tax years 2025 through 2028 [2][14] - The deduction is an above-the-line deduction, meaning it can be claimed regardless of whether the taxpayer itemizes deductions or takes the standard deduction [2] Eligibility Criteria - To qualify for the full deduction, single filers must have a taxable income not exceeding $100,000, while married couples filing jointly must not exceed $200,000; the deduction phases out for incomes above these thresholds [3] - The vehicle must be for personal use, purchased new after December 31, 2024, and have its final assembly location in the U.S. [7][16] Calculation of Deduction - The deduction is based on the interest paid on the car loan, not the total loan payment; for example, if a taxpayer paid $2,418 in interest, this amount would reduce their taxable income, not their tax bill directly [8][10] - Taxpayers must file Schedule 1-A to report the deduction, including the amount of interest paid and the vehicle's VIN [12][15] Additional Information - Electric vehicles qualify for the deduction if they meet the same criteria as other vehicles [16] - Business-related car loan interest deductions are also available for self-employed individuals or business owners, following existing rules prior to the OBBB [18][19]

Core Insights - Toyota Motor reported strong U.S. deliveries of 2,518,071 units in 2025, reflecting an 8% year-over-year increase [1][8] - Electric vehicle sales reached 1,183,248 units, up 17.6% year-over-year, constituting 47% of total sales [1][8] - The company maintained its position as the second-largest automaker in the U.S. by sales volume, following General Motors [2] Sales Performance - In Q4 2025, Toyota sold 652,195 vehicles, marking an 8.1% increase compared to Q4 2024 [3] - Electrified vehicle sales in Q4 2025 totaled 290,840 units, a 1.9% decline, accounting for 45% of total sales [3] - The Toyota division ended 2025 with sales of 2,147,811 vehicles, reflecting an 8.1% year-over-year increase [3] Division Performance - The Lexus division reported year-end 2025 sales of 370,260 vehicles, up 7.1% year-over-year [4] - In Q4 2025, Lexus division sales reached 99,685 vehicles, showing a 2.3% improvement [4] Market Dynamics - Toyota absorbed U.S. tariff costs to sustain demand, particularly for entry-level models like the Corolla sedan [5] - Executives indicated that the ability to absorb tariff-related costs may not continue in the near future [5] - Declining electric vehicle demand is a concern for Toyota moving forward [5]

Core Insights - Ford reported an increase in auto sales in the U.S. for 2025, driven by strong consumer demand for its hybrid models and affordable pickup trucks, which helped to mitigate the decline in electric vehicle sales [1] Group 1 - The company experienced higher auto sales in the U.S. in 2025 [1] - Strong consumer appetite for hybrid models contributed significantly to the sales increase [1] - Affordable pickup trucks played a crucial role in offsetting the slowdown in electric vehicle sales [1]

Core Viewpoint - Analysts expect a significant decline in Tesla's fourth-quarter vehicle deliveries, projecting a 15% drop due to reduced consumer demand following the expiration of federal electric vehicle tax credits [1] Group 1 - The anticipated decline in vehicle deliveries is attributed to the expiration of federal EV tax credits, which has negatively impacted consumer demand [1]

Core Insights - Last year was challenging for electric vehicle (EV) companies in the United States, indicating a difficult market environment for the industry [1] Industry Summary - The overall performance of the EV sector in the U.S. was subpar, reflecting broader economic challenges and market dynamics [1]