Wow, that's a lot of people. That's a new record. We set a record every time. Well, thank you very much for being here. The Supreme Court's ruling on tariffs is deeply disappointing and I'm ashamed of certain members of the court, absolutely ashamed for not having the courage to do what's right for our country. I'd like to thank and congratulate justices Thomas, Alito, and Kavanaaugh for their strength and wisdom and love of our country, which is right now very proud of those justices. When you read the dis ...

Group 1 - General Motors Company (NYSE:GM) is recognized as a significant player in the EV and battery sector, with analysts upgrading price targets based on strong performance [1][3]. - Benchmark analyst Mickey Legg raised GM's price objective to $90 from $65, citing the company's successful execution in 2025, meeting operational and strategic goals [1]. - Goldman Sachs also increased its price target for GM from $93 to $98, reflecting positive vehicle sales data and growth estimates for 2026 [3]. Group 2 - GM appointed Claudia Gast from Lucid Motors as deputy CFO and vice president of strategy, effective March 1, 2026, to enhance corporate growth and technology partnerships [2]. - Gast will replace Zach Kirkman and will report directly to CEO Mary Barra and CFO Paul Jacobson, focusing on collaborations with technology firms [2]. - GM operates in four segments: GM North America (GMNA), GM International (GMI), Cruise, and GM Financial, providing a diverse range of automotive products and services [4].

Core Viewpoint - Ford Motor Company (NYSE:F) is viewed cautiously by Wall Street after mixed results for fiscal Q4 2025, with analysts holding differing ratings and price targets for the stock [1][2]. Financial Performance - The company reported quarterly revenue of $42.45 billion, reflecting a 5.54% year-over-year decline, but still surpassed estimates by $670.46 million [2]. - The earnings per share (EPS) of $0.13 fell short of expectations by $0.06, with net income impacted by a $2 billion headwind from Novelis fires and a net tariff impact of $2 billion [2]. Market Position and Future Outlook - Fiscal 2025 marked the fifth consecutive year of revenue growth for Ford, with a notable gain of 13.2% in US market share, the best performance in six years [4]. - For fiscal 2026, management anticipates adjusted EBIT of $8.0 billion to $10.0 billion and adjusted free cash flow of $5.0 billion to $6.0 billion, with analysts expecting the company to meet or exceed these targets due to market share gains in the high-margin Ford Pro segment [4].

Core Viewpoint - General Motors Company (NYSE:GM) is currently considered one of the most undervalued large-cap stocks, with recent price target increases from RBC Capital and Morgan Stanley following strong earnings reports [1][3] Group 1: Earnings and Price Target Increases - RBC Capital raised its price target for GM from $92 to $107, citing strong Q4 2025 earnings and an Outperform rating [1] - Morgan Stanley increased its price target for GM from $90 to $100, maintaining an Overweight rating after a robust earnings report and 2026 guidance that exceeded consensus expectations [3] Group 2: Strategic Positioning and Agility - GM is effectively navigating the current slowdown in electric vehicle (EV) demand while maintaining production flexibility to scale up quickly if demand recovers [2] - The company is well-equipped to handle commodity pressures and onshoring challenges, benefiting from regulatory tailwinds, improved warranty costs, and narrowing EV losses [1] Group 3: Shareholder Value Initiatives - Morgan Stanley highlighted GM's commitment to shareholder value, particularly through a newly authorized $6 billion share buyback program, which is expected to boost investor confidence [3]

Group 1 - Ford Motor Company (NYSE:F) is considered one of the best autonomous vehicle stocks to buy now, with a Buy rating and a price target of $16 from Piper Sandler [1] - Barclays has reiterated a Hold rating on Ford, raising the price target from $12 to $13, reflecting an updated outlook on the mobility group [1][3] - Analysts at Piper Sandler expect warranty improvements to act as a catalyst for 2026 earnings, potentially generating around $2.8 billion in incremental EBIT year-over-year and boosting EPS by $0.54 [2] Group 2 - The car market is viewed as attractive due to healthy production rates and reduced electric vehicle losses, according to Barclays [3] - Ford develops, delivers, and services a range of vehicles including trucks, SUVs, commercial vans, and Lincoln luxury vehicles worldwide [3]

Group 1 - General Motors Company (NYSE:GM) is recognized as one of the best autonomous vehicle stocks to buy, with analysts from Goldman Sachs and UBS reiterating Buy ratings and setting price targets at $98 and $97 respectively [1][2] - UBS analysts noted that the company's additional EV-related charges were anticipated, with Q4 2025 charges totaling $6 billion, leading to full-year 2025 EV impairments of $7.6 billion, which is significantly lower than Ford's $19.5 billion write-down [2] - Barclays raised GM's price target from $85 to $100, reflecting an improved outlook on the mobility segment due to healthy production rates and reduced electric vehicle losses [3] Group 2 - General Motors designs, manufactures, and sells trucks, crossovers, cars, automotive parts, as well as software-enabled services and subscriptions [4]

Group 1 - General Motors Company (NYSE:GM) is considered one of the best inexpensive stocks to buy currently, with JPMorgan raising its price target to $100 from $85, citing strengthening global production and billion-dollar tailwinds from the elimination of federal penalties related to fuel economy standards [1] - Goldman Sachs has also increased its price target for General Motors to $98 from $93, based on recent automotive sales data and positive supplier commentary suggesting that 2026 growth may exceed market expectations [2] - HSBC raised its price target for General Motors to $75 from $48 while maintaining a Hold rating, indicating that 2026 is expected to be a more predictable year for automobile manufacturers compared to previous periods [3] Group 2 - General Motors designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide, highlighting its broad market presence and product range [4]

Market Overview - Saira Malik, Nuveen CIO, believes that earnings will drive the market forward in 2026, projecting a growth rate of over 10 percent, but warns that premium valuations may lead to volatility [1] - The market is currently experiencing a tug of war between macro and micro factors, with geopolitical tensions, Fed policy, and corporate earnings being the three key issues [1] Sector Insights - Significant growth in aggregate dollars is still concentrated in large tech firms, with tech earnings expected to be double those of the average S&P 500 company this year [2] - Malik favors materials and industrials as secondary plays behind tech, while expressing skepticism towards consumer staples due to their lack of earnings growth unless in a recession [2] - Utilities are identified as a preferred defensive play amidst ongoing policy-related noise [2] Company Analysis: Antero Resources Corporation (NYSE:AR) - Antero Resources is highlighted as one of the best inexpensive stocks to buy, with 70 hedge fund holders [7] - Barclays lowered its price target for Antero Resources to $41 from $46, maintaining an Equal Weight rating, while noting the upstream industry's strategy of returning cash to shareholders remains durable [8] - Bank of America reduced its price target for Antero Resources to $39 from $47, citing risks of market oversupply by 2027 and applying an average 12% reduction to price objectives across the gas-focused E&P sector [10] Company Analysis: General Motors Company (NYSE:GM) - General Motors is also listed as one of the best inexpensive stocks to buy, with 71 hedge fund holders [12] - JPMorgan raised its price target for General Motors to $100 from $85, citing strengthening global production and billion-dollar tailwinds from the elimination of federal penalties related to fuel economy standards [12] - Goldman Sachs increased its price target for General Motors to $98 from $93 based on recent automotive sales data and positive supplier commentary [13] - HSBC raised its price target for General Motors to $75 from $48, indicating a more predictable year for automobile manufacturers in 2026 [14]

Group 1 - Ford Motor Company is a prominent American automaker known for manufacturing cars, trucks, and SUVs, competing with General Motors and Tesla [1] - The company is focusing on integrating advanced technologies, such as a new AI assistant, to enhance user experience [1][2] - Ford's stock price is currently $13.73, reflecting a slight decrease of 0.51% [3] Group 2 - Piper Sandler has set a price target of $16 for Ford, indicating a potential increase of 16.53% from the current stock price [2][5] - The company's market capitalization is approximately $53.73 billion, indicating its significant presence in the automotive industry [4][5] - Today's trading volume for Ford is 45.8 million shares on the NYSE, showing active investor interest [4][5]

Core Insights - Ford Motor Company is valued at a market cap of $53.2 billion and is set to announce its fiscal Q4 earnings for 2025 soon [1] Financial Performance - Analysts expect Ford to report a profit of $0.06 per share for Q4 2025, a decrease of 84.6% from $0.39 per share in the same quarter last year [2] - For the current fiscal year ending in December, the expected profit is $1.05 per share, down 42.9% from $1.84 per share in fiscal 2024, but projected to grow 35.2% year-over-year to $1.42 in fiscal 2026 [3] Stock Performance - Ford's shares have increased by 39.1% over the past 52 weeks, outperforming the S&P 500 Index's return of 16.2% and the State Street Consumer Discretionary Select Sector SPDR ETF's increase of 6.8% [4] Sales and Market Share - On January 6, Ford's shares rose by 2.5% following strong sales and market-share gains, with the company beating the auto industry for the 10th consecutive month in December [5] - Total sales for 2025 rose approximately 6% to 2.2 million vehicles, with Q4 sales increasing by 2.7%, marking the best annual and Q4 performance since 2019 [5] Hybrid Sales - Record hybrid sales contributed to momentum, with 228,072 units sold in 2025, reflecting a year-over-year increase of 21.7%, including a record Q4 [6] Analyst Ratings - Wall Street analysts maintain a cautious outlook on Ford's stock, with 23 analysts covering it: 2 recommend "Strong Buy," 16 suggest "Hold," 1 advises "Moderate Sell," and 4 recommend "Strong Sell" [7] - The stock is currently trading above its mean price target of $12.39, with a Street-high price target of $15 indicating an 8.7% premium to current price levels [7]