Uber, Lyft to Report Earnings This Week
Later this week, the two ride-share leaders,Uber Technologies (UBER) and Lyft (LYFT), will report first-quarter 2025 earnings.Lyft generates almost its entire revenue from ridesharing and owns roughly a quarter of the ride-sharing market in the United States. Meanwhile, Uber is the dominant player in the ride-sharing industry, with an approximately 75% market share.
Wall Street analysts see Lyft reporting flat EPS with gross bookings growth between 10-14% when it reports earnings on Thursday after the market close. Meanwhile, Wall Street sees Uber earnings of $0.51 per share swinging from a loss last quarter, with gross bookings growth between 17-21%.
Uber, Lyft Expected Moves
Traders can determine a stock’s expected post-earnings move of a stock by analyzing the implied volatility of options prices. The options market currently implies a move of + or – 7.8% for Uber and a juicy 15.6% move for Lyft.
Uber Versus Lyft: Which is the Ride-Share Leader?
Beyond its overwhelming market share, Uber has established itself as the clear leader in the ride-sharing industry over the past year for three reasons:
1. Uber Exhibits Relative Strength Versus Lyft: The most straightforward yet powerful indicator of leadership is price performance. Year-to-date, UBER shares are up a juicy 43%, trouncing LYFT’s 0.5% gains. Uber’s performance is even more impressive considering the volatile market backdrop and the S&P 500’s weak performance.
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2. Uber Eats: While Lyft is a one-dimensional company, Uber benefits from a boom in its delivery business, Uber Eats. During the COVID-19 pandemic Uber enjoyed a spike in online order volumes, and, since then, the business has never looked back. In addition, Uber-backed Serve Robotics (SERV) is the leader in autonomous sidewalk delivery robots. SERV is expanding its partnership with Uber Eats to deploy up to 2,000 autonomous delivery robots in multiple US cities by early 2026.
3. Uber’s Robotaxi Partnerships: Uber has inked several key partnerships to build out its autonomous ride-sharing ambitions with companies like Nvidia (NVDA), Volkswagen (VWAGY), and Momenta.
What to Watch: Robotaxi Wars
Savvy investors understand that markets are forward looking. As such, the most critical component to watch in the ride-sharing earnings reports are comments about robotaxis. CNBC recently reported that Alphabet’s (GOOGL) Waymo robotaxi service, which Uber has a partnership with, already provides a mind-boggling 250,000 paid robotaxi rides per week in the United States. Meanwhile, Tesla (TSLA) will kick off its Cybercab robotaxi service in Austin, Texas, this summer.
Waymo’s scorching hot growth proves that the idea of a robotaxi has transformed from a dream to reality. The big question for Uber and Lyft is, will they adapt to the robotaxi revolution, or will they be cut out of the market? Thus far, Uber’s numerous partnerships prove that the company is unwilling to take chances. While Lyft has done less on the robotaxi front than Uber, the company inked a deal with Mobileye (MBLY) to launch robotaxis this summer.
Uber, Lyft Swing to Profitability, Stable Growth
After years of losses, Uber and Lyft reached “scale” in 2023, swung to profitability, and never looked back.
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Lyft and Uber Tend to Outperform Wall Street Expectations
Over the past few years, Lyft and Uber have consistently delivered bullish earnings surprises. For instance, LYFT has beaten Zacks Consensus analyst estimates for eight consecutive quarters. Meanwhile, Lyft has beat expectations by a margin of 42.11% over the past four quarters.
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Uber Technical Analysis
Uber has exhibited incredible relative price strength over the past year and is emerging from a massive monthly bull flag pattern.
Image Source: TradingView
Lyft Enters Pivotal Technical Zone
Though Lyft shares have lagged Uber, the stock has a chance to change the narrative if its earnings can please Wall Street. The heavily shorted stock is approaching its 200-day moving average as earnings approach – the best gauge of the long-term trend.
Image Source: TradingView
Bottom Line
As the two ride-sharing giants prepare to unveil their first-quarter 2025 results, many questions about future growth, robotaxi ambitions, and the evolving ride-sharing industry will be answered. Though Lyft and Uber are each fundamentally strong stocks, UBER has separated itself as the leader through its price action, exploding Uber Eats business, and robotaxi partnerships.
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Uber vs. Lyft Earnings Preview: Robotaxi Ambitions in Focus

Electric vehicle (EV) and tech giant Tesla TSLA has been revolutionizing the charging space. Its Supercharger network has become a critical component of the company’s ecosystem. Last year, Tesla added over 10,000 new Supercharger stalls, expanding into three new countries and growing the global network by 19% year over year to more than 65,000 stalls. In total, the network delivered over 5.2 terawatt-hours of energy — enough to offset 5.5 billion kilograms of CO2 and replace 2.4 billion liters of gasoline.
The rollout of the North American Charging Standard (NACS) has bolstered Tesla’s position, allowing various automakers to access its charging network.The sweeping shift toward Tesla's NACS port is a pivotal moment in the EV charging landscape, promising a more streamlined charging experience for EV drivers. The company also offers home charging solutions like the Wall Connector, which integrates seamlessly with its vehicles, providing overnight charging convenience.
Tesla owns the world’s largest EV charging network, with its U.S. stations outnumbering all rivals combined. This fast-growing, profitable business gives Tesla a major edge as EV adoption expands over the years. Industry experts project that the charging division could bring in $6-$12 billion in annual revenues by 2030, especially as Tesla has opened its Superchargers to non-Tesla drivers, paving the way for a strong, recurring revenue stream in the years ahead.
The Race to Dominate EV Charging Infrastructure
Last month, Chinese automaker BYD Co Ltd BYDDY made a bold claim — charging an EV could soon take as little time as refueling a gasoline car. With its new "Super e-Platform," BYD claims its latest batteries can achieve 400 kilometers (about 249 miles) of range with just five minutes of charging.BYD’s Han L sedan and the Tang L SUV models will feature the Super e-Platform.
Volkswagen Group VWAGY is also rapidly expanding its electric vehicle charging infrastructure. Through subsidiaries like Electrify America and partnerships such as Ionity in Europe, Volkswagen is fast solidifying its presence in the space. Earlier this year, Volkswagen joined forces with XPeng to build super-fast charging networks for zero-emission vehicles in China.
TSLA’s Price Performance, Valuation and Estimates
Shares of Tesla have lost around 41% year to date compared with the industry’s decline of 37.5%.
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 7, above the industry. It carries a Value Score of F.
The Zacks Consensus Estimate for TSLA’s earnings has been southbound over the past 30 days.
Tesla stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Tesla's Supercharger Business to Power Up its Long-Term Story

For Immediate Release
Chicago, IL – March 14, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Ford F, Volkswagen VWAGY and General Motors GM.
Here are highlights from Thursday’s Analyst Blog:
Ford's $4.8B Germany Revamp: Buy the Stock or Stay Away?
Fordis making a bold move to revive its struggling European business. The U.S. legacy auto giant plans to inject up to €4.4 billion ($4.8 billion) into its German operations, aiming to reduce debt and improve competitiveness. Its German arm, Ford-Werke, has €5.8 billion ($6.3 billion) of debt, making this cash infusion crucial. This move comes at a time when the European auto industry is under pressure from rising costs, weak demand and growing competition from Chinese EV makers like BYD Co Ltd.
Ford has been losing money in Europe for years and has been cutting costs to survive. In November, it announced plans to cut another 4,000 jobs by 2027, blaming slow EV demand and fierce competition. Now, with this fresh investment, the company hopes to stabilize its German operations and push forward a multi-year recovery plan.
Ford isn't the only one struggling. Germany's auto biggie Volkswagen is also downsizing and even considering closing plants as it fights to stay competitive. Chinese EV brands are rapidly expanding, forcing traditional automakers to rethink their strategies. Can Ford's capital injection revitalize its European business and should you place your bets on the stock on this development?
F stock has dropped 20% over the past year and is now hovering around $10. Investors might be wondering if they should buy Ford now, or stay on the sidelines as tariff wars and economic uncertainty lingers? Let's find out.
Ford's Model e & Blue Units Suffering, Pro Thriving
Ford's segments are facing a mixed outlook. While its Model e and Ford Blue segments are under pressure, Ford Pro remains a bright spot.
The Model e division, Ford's EV unit, continues to struggle. The company lost $5.07 billion in the segment in 2024, even worse than the $4.7 billion loss in 2023. Intense competition, pricing pressure and high investment costs for next-generation EVs are weighing on profits. Ford expects another $5-5.5 billion loss this year, while its closest peer General Motors is cutting EV losses and improving profitability.
The Ford Blue segment, which includes traditional gas-powered vehicles, is also showing signs of weakness. Ford projects 2025 EBIT of $3.5-4 billion, down from $5.3 billion in 2024. Lower ICE vehicle sales, a shift in product mix and foreign exchange headwinds are expected to drag down profits.
However, Ford Pro, the company's commercial vehicle business, is thriving. In 2024, revenues rose 15% to $67 billion, and EBIT jumped from $7.2 billion to $9 billion, with a 13.5% margin. Strong demand for Super Duty trucks and Transit vans, along with growth in software and service subscriptions, is driving this success. Ford's focus on software, technology and services could be a key growth driver moving forward.
F's Strong Liquidity & Generous Dividend Boost Confidence
Ford ended 2024 with $47 billion in liquidity (including $28 billion in cash), providing a strong financial base for its Ford+ strategy. The company is focused on cutting costs. In the second half of 2024, it saved $500 million and targets $1 billion in product design cost reductions for 2025. The automaker offers a more than 6% dividend yield, far above the S&P 500's 1.31% average.
With plans to return 40-50% of free cash flow to investors, its dividend provides stability amid stock volatility. Strong liquidity and cost-cutting efforts could support Ford's turnaround, but market uncertainties remain a key factor.
Tariff Woes & Weak Outlook Could Hurt Ford Stock
Ford is bracing for challenges as Trump's 25% tariffs on Mexican and Canadian imports, set to take effect on April 2, threaten to disrupt operations. CEO Jim Farley warned that tariffs would bring "a lot of cost and a lot of chaos" to the U.S. auto industry. Higher raw material costs could push up vehicle prices, hurting demand, sales and profits.
Adding to concerns, Ford expects first-quarter 2025 adjusted EBIT to break even, a steep drop from $2.7 billion and $2.1 billion recorded in the first quarter of 2024 and the final quarter of 2024, respectively, due to lower volumes, a 20% production cut and plant launch costs. Full-year adjusted EBIT is forecast at $7-$8.5 billion, down from $10.2 billion in 2024. Rising warranty costs and incentives will put further pressure on margins.
Notably, Ford's weak guidance doesn't even factor in potential policy changes from a Trump administration, meaning things could get even worse.
What Do Zacks Estimates for Ford Say?
The Zacks Consensus Estimate for 2025 sales and EPS implies a decline of 4% and 22%, respectively. But for 2026, the consensus mark for sales and EPS points to year-over-year growth of 2% and 9%, respectively. Discouragingly, Ford has seen its EPS estimates move south in the past 60 days.
Buy, Hold or Sell F Stock Now?
Ford's restructuring efforts in Europe and strong Ford Pro performance bode well, but near-term headwinds remain. Weak demand, rising competition and steep EV losses are expected to weigh on its profitability. Additionally, Trump's proposed tariffs, production cuts and lower 2025 earnings guidance add to the uncertainty.
For existing investors, Ford's strong liquidity and more than 6% dividend yield provide some cushion, making it worth holding. However, for new investors, waiting for more clarity on tariffs, EV profitability and overall market conditions seems wise. The stock could face further pressure before a real turnaround takes shape.
Ford currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The Zacks Analyst Blog Highlights Ford, Volkswagen and General Motors

Ford F is making a bold move to revive its struggling European business. The U.S. legacy auto giant plans to inject up to €4.4 billion ($4.8 billion) into its German operations, aiming to reduce debt and improve competitiveness. Its German arm, Ford-Werke, has €5.8 billion ($6.3 billion) of debt, making this cash infusion crucial. This move comes at a time when the European auto industry is under pressure from rising costs, weak demand and growing competition from Chinese EV makers like BYD Co Ltd.
Ford has been losing money in Europe for years and has been cutting costs to survive. In November, it announced plans to cut another 4,000 jobs by 2027, blaming slow EV demand and fierce competition. Now, with this fresh investment, the company hopes to stabilize its German operations and push forward a multi-year recovery plan.
Ford isn’t the only one struggling. Germany’s auto biggie Volkswagen VWAGY is also downsizing and even considering closing plants as it fights to stay competitive. Chinese EV brands are rapidly expanding, forcing traditional automakers to rethink their strategies. Can Ford’s capital injection revitalize its European business and should you place your bets on the stock on this development?
F stock has dropped 20% over the past year and is now hovering around $10. Investors might be wondering if they should buy Ford now, or stay on the sidelines as tariff wars and economic uncertainty lingers? Let’s find out.
1-Year Price Performance Comparison
Image Source: Zacks Investment Research
Ford’s Model e & Blue Units Suffering, Pro Thriving
Ford’s segments are facing a mixed outlook. While its Model e and Ford Blue segments are under pressure, Ford Pro remains a bright spot.
The Model e division, Ford’s EV unit, continues to struggle. The company lost $5.07 billion in the segment in 2024, even worse than the $4.7 billion loss in 2023. Intense competition, pricing pressure and high investment costs for next-generation EVs are weighing on profits. Ford expects another $5-5.5 billion loss this year, while its closest peer General Motors GM is cutting EV losses and improving profitability.
The Ford Blue segment, which includes traditional gas-powered vehicles, is also showing signs of weakness. Ford projects 2025 EBIT of $3.5-4 billion, down from $5.3 billion in 2024. Lower ICE vehicle sales, a shift in product mix and foreign exchange headwinds are expected to drag down profits.
However, Ford Pro, the company’s commercial vehicle business, is thriving. In 2024, revenues rose 15% to $67 billion, and EBIT jumped from $7.2 billion to $9 billion, with a 13.5% margin. Strong demand for Super Duty trucks and Transit vans, along with growth in software and service subscriptions, is driving this success. Ford’s focus on software, technology and services could be a key growth driver moving forward.
F’s Strong Liquidity & Generous Dividend Boost Confidence
Ford ended 2024 with $47 billion in liquidity (including $28 billion in cash), providing a strong financial base for its Ford+ strategy. The company is focused on cutting costs. In the second half of 2024, it saved $500 million and targets $1 billion in product design cost reductions for 2025. The automaker offers a more than 6% dividend yield, far above the S&P 500’s 1.31% average.
Image Source: Zacks Investment Research
With plans to return 40-50% of free cash flow to investors, its dividend provides stability amid stock volatility. Strong liquidity and cost-cutting efforts could support Ford’s turnaround, but market uncertainties remain a key factor.
Tariff Woes & Weak Outlook Could Hurt Ford Stock
Ford is bracing for challenges as Trump’s 25% tariffs on Mexican and Canadian imports, set to take effect on April 2, threaten to disrupt operations. CEO Jim Farley warned that tariffs would bring “a lot of cost and a lot of chaos” to the U.S. auto industry. Higher raw material costs could push up vehicle prices, hurting demand, sales and profits.
Adding to concerns, Ford expects first-quarter 2025 adjusted EBIT to break even, a steep drop from $2.7 billion and $2.1 billion recorded in the first quarter of 2024 and the final quarter of 2024, respectively, due to lower volumes, a 20% production cut and plant launch costs. Full-year adjusted EBIT is forecast at $7-$8.5 billion, down from $10.2 billion in 2024. Rising warranty costs and incentives will put further pressure on margins.
Notably, Ford’s weak guidance doesn’t even factor in potential policy changes from a Trump administration, meaning things could get even worse.
What Do Zacks Estimates for Ford Say?
The Zacks Consensus Estimate for 2025 sales and EPS implies a decline of 4% and 22%, respectively. But for 2026, the consensus mark for sales and EPS points to year-over-year growth of 2% and 9%, respectively. Discouragingly, Ford has seen its EPS estimates move south in the past 60 days.
Image Source: Zacks Investment Research
Buy, Hold or Sell F Stock Now?
Ford’s restructuring efforts in Europe and strong Ford Pro performance bode well, but near-term headwinds remain. Weak demand, rising competition and steep EV losses are expected to weigh on its profitability. Additionally, Trump’s proposed tariffs, production cuts and lower 2025 earnings guidance add to the uncertainty.
For existing investors, Ford’s strong liquidity and more than 6% dividend yield provide some cushion, making it worth holding. However, for new investors, waiting for more clarity on tariffs, EV profitability and overall market conditions seems wise. The stock could face further pressure before a real turnaround takes shape.
Ford currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
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Ford's $4.8B Germany Revamp: Time to Buy the Stock or Stay Away?

Volkswagen VWAGY has reported a fourth-quarter 2024 earnings per share (EPS) of 67 cents, lower than the year-ago quarter’s EPS of $1. Revenues of $93.21 billion declined 0.7% from the prior-year quarter’s revenues of $93.88 billion, primarily due to a decline in vehicle sales.
For the full year, however, VWAGY’s sales revenues grew 0.7% on a year-over-year basis to $352.8 billion. The automaker reported a 15% year-on-year drop in its 2024 annual operating profit, citing rising costs and restructuring-related expenses, resulting in an operating margin of 5.9%.
The company sold nine million vehicles in 2024, marking a 3.5% drop from 2023. Sales growth in South America was not enough to offset the declines in China. Meanwhile, North American and European sales remained stable. Despite the challenges, Volkswagen saw an 88% increase in orders for battery-electric vehicles in Western Europe.
The company has proposed a 30% cut in dividends, recommending €6.36 per ordinary share and €6.36 per preferred share. The payout ratio will be approximately 30%.
For 2025, VWAGY expects sales revenues to grow by up to 5% compared to 2024. It also anticipates its operating margin to be between 5.5% and 6.5% in the year. VWAGY expects strong growth in 2025 to a battery-electric vehicle share of 10% to 14% globally. The company, however, is also preparing for headwinds in the year, as the Trump administration’s 25% tariffs on auto imports from Mexico and Canada are set to significantly disrupt Volkswagen’s supply chains and increase costs.
Furthermore, increasing competition, especially in the EV space from emerging Chinese manufacturers like BYD and NIO, volatile commodity prices, and emissions-related regulations like the EPA 2027 are also likely to create challenges for the company.
VWAGY’s 2024 Highlights
Volkswagen’s 2024 was marked by noteworthy new model launches and strategic partnerships. The company launched over 30 new models across its brands, including Volkswagen, Skoda, CUPRA, Audi and Porsche. The revamped lineup has improved product quality and, per the company, it has been receiving positive feedback from customers.
In China, VWAGY strengthened its regional tech partnerships with companies like XPeng and Horizon Robotics. The launch of the company’s Hefei innovation hub aided it in accelerating its development time in the country. Meanwhile, in North America, Volkswagen strengthened its position with the revival of the Scout brand, driving growth in the pickup and SUV segments.
Strategic collaborations played a crucial role in the reported year for the company, with partnerships with XPeng for China and Rivian for global markets contributing to innovative advancements in software and electronic architecture. Volkswagen’s software collaboration with Cariad, focused on autonomous driving, infotainment and cloud services, is aimed at ensuring future competitiveness.
The company’s push for electrification also continued in 2024, with EV sales stabilizing and new models like the Porsche Macan, Audi Q6 e-tron and Skoda ELROQ aimed at driving growth in 2025.
Zacks Rank and Stocks to Consider
VWAGY currently has a Zacks Rank #3 (Hold).
Some better-ranked stocks in the auto space are Blue Bird BLBD, General Motors GM and Zapp Electric Vehicles Group Limited ZAPP. BLBD, GM and ZAPP currently carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for BLBD’s fiscal 2025 EPS is currently pegged at $4, unchanged over the past 30 days and suggesting growth of 15.61% on a year-over-year basis.
The Zacks Consensus Estimate for GM’s 2025 earnings has moved north 0.5% over the past 7 days and suggests year-over-year growth of 8.68%. It is currently pegged at $11.52 per share.
The Zacks Consensus Estimate for ZAPP’s fiscal 2025 loss is currently pegged at 84 cents per share, and narrowed by half over the past 30 days. The figure suggests growth of 67.2% on a year-over-year basis.
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VWAGY Q4 & 2024 Earnings: Drop in Profits, EV Growth & Tariff Scare

Electric vehicle (EV) maker and tech titan Tesla TSLA has been off to a rough start this year. After a wild ride that saw the stock surge over 50% following Trump’s election win to hit record highs in December, the momentum has faded fast. It seems like the hype around Musk-Trump ties have cooled and investors are taking a hard look at Tesla’s fundamentals, which don’t look too great now.
TSLA is on a five-day losing streak and closed at $328.50 yesterday—its lowest level since Nov. 15. It’s also the worst-performing Mag-7 stock so far this year, trailing NVIDIA, Apple, Alphabet, Microsoft, Amazon and Meta Platforms.
TSLA's YTD Price Performance Vs. Mag-7 Peers
Image Source: Zacks Investment Research
Tesla revolutionized the EV market, much like Amazon transformed retail and Netflix reshaped entertainment. For over a decade, TSLA has been synonymous with cutting-edge innovation and industry dominance. But lately, the magic seems to be wearing off.
Well, much of Tesla’s growth could be linked to its visionary CEO Elon Musk. Once seen as Tesla’s biggest asset, he is now a concern for investors. His polarizing statements, political controversies and divided attention are shaking confidence. Meanwhile, Tesla’s dominant market share is slipping fast in the face of intensifying competition. And investors are taking notice of it.
Musk insists Tesla is entering its next phase of explosive growth, even claiming it could one day be worth more than the next five biggest companies combined. But with the stock tumbling and rivals catching up, investors are starting to wonder whether Tesla’s growth story is running out of juice.
TSLA’s Declining Sales & Shrinking Market Share
Tesla’s sales slump is turning into a major concern. After its first-ever annual delivery decline in 2024, 2025 isn’t looking much better. Sales are falling across key markets, with Europe and China leading the downturn.
In January, Tesla’s sales plummeted 63% in France and 8% in the UK. Registrations in Germany plunged 59%, even as overall EV sales in Germany jumped 54%. That means companies like Volkswagen VWAGY and BMW are grabbing Tesla’s lost market share. Adding fuel to the fire, Elon Musk’s controversial support for Germany’s far-right AfD party has stirred backlash, possibly turning away customers in the region.
Tesla’s sales in China aren’t faring much better. The country is full of home-grown players like BYD Co Ltd BYDDY, NIO, XPeng and Li, among others. As China is a big market for Tesla, stiff competition is likely to erode its share in the country. The company’s sales dropped 11.5% in January, while rival BYDDY surged 48%. The competition is only heating up. BYD just unveiled a major expansion of its AI-powered "God’s Eye" self-driving system, integrating DeepSeek technology even into its sub-$10,000 EVs. Meanwhile, Tesla faces regulatory roadblocks delaying its own Full Self-Driving (FSD) rollout in China. Its FSD program is yet to be launched in China and Europe.
Back home also, Tesla’s dominance is fading. The company’s sales in California took a sharp hit last year, with numbers declining in all four quarters of 2024.TSLA’s U.S. EV market share has dropped below 50%, down from 63% in 2022, as legacy automakers like General Motors GM and Ford F ramp up their EV push, alongside rising threats from Rivian and Lucid.
With intensifying global competition and market share slipping across regions, Tesla’s growth narrative is under serious pressure.
Musk’s Divided Attention Adding to TSLA’s Woes
Musk’s growing list of responsibilities is making investors uneasy. In addition to running Tesla, he’s juggling leadership at SpaceX, Neuralink, X (formerly Twitter) and AI startup xAI. Now, his controversial government role under Trump (as part of the Department of Government Efficiency) adds another layer of distraction.
Concerns over Musk’s focus intensified this week after he made a roughly $100 billion bid to take over OpenAI, which was swiftly rejected. In response, OpenAI CEO Sam Altman countered with an offer to buy X for $9.74 billion. Musk, being Musk, didn’t take it well. He lashed out, calling Altman a "swindler" on social media.
With his attention split and political controversies piling up, investors are questioning whether Tesla is still his top priority.
2025 is a “Prove it” Year for Tesla
With TSLA’s EV sales declining and affordability a growing concern, let’s hope the company sticks to its timeline to launch affordable cars. Tesla is on track to launch one in the first half of 2025 and expand its lineup from there. If executed well, this could reignite Tesla’s demand in price-sensitive markets and it could recapture lost market share.
At the same time, Musk is betting big on FSD and robotaxis, calling them Tesla’s most valuable future segment. Tesla plans to roll out unsupervised FSD as a paid service in Austin this June, with potential expansion to California and other U.S. regions by year-end, pending regulatory approvals.
Tesla Shares Still Too Pricey
Even after its rough run on the bourses so far in 2025, Tesla is the most overvalued stock among its Mag-7 peers. It is trading at a forward 12-month P/E of 124.48X — nearly four times the group’s average forward P/E. With slowing EV growth and execution risks, many investors worry that Tesla’s valuation is way too premium.
TSLA P/E F12M Too Stretched
Image Source: Zacks Investment Research
How to Play TSLA Now
Tesla’s core EV business is struggling, and while it expects modest growth in 2025, Musk has walked back his 20-30% vehicle growth target. The company also faces trade policy risks. Trump’s 25% tariffs on steel and aluminum could raise vehicle costs, hurting affordability or squeezing margins. If tariffs on Mexico and Canada are enacted, supply chain disruptions could add further pressure. Estimates for TSLA’s EPS have also been revised downward in the past 30 days.
Image Source: Zacks Investment Research
What’s working great for Tesla is its energy generation and storage business, with deployments doubling in 2024 to 31.4 GWh. Musk expects another 50% growth in 2025, making it a key revenue driver.
Currently, Tesla is at a crossroads, and this year will be pivotal for its future. The company needs to prove it can execute its autonomous driving vision and deliver on its affordable EV promise. Investors will closely watch Tesla’s autonomous vehicle (AV) progress, as FSD approvals and robotaxi developments will be key to Tesla’s long-term growth.
While long-term potential remains, near-term challenges make it a risky bet. For existing investors, it’s worth holding on, as this is not an ideal exit point, while new buyers may want to wait until Tesla proves it can deliver on its AV and affordable EV promises.
Tesla currently carries Zacks Rank #3 (Hold) and has a VGM Score of D. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Tesla Lags Mag-7 YTD: Why is it Crashing & What Should Investors Do?

We have received text from H.R. 312: Restoring Vehicle Market Freedom Act of 2025. This bill was received on 2025-01-09, and currently has 2 cosponsors.
Here is a short summary of the bill:
The bill titled "Restoring Vehicle Market Freedom Act of 2025" proposes several amendments to the Internal Revenue Code that would repeal various tax credits related to alternative fuel vehicles. Below is a summary of the main provisions of the bill:
Repeal of Clean Vehicle Credits
Previously Owned Clean Vehicle Credit:
The bill would repeal the tax credit available for previously owned clean vehicles, removing the associated provisions from the tax code.
Alternative Motor Vehicle Credit:
This section of the bill aims to eliminate the tax credit for alternative motor vehicles, which include various eco-friendly vehicles.
Alternative Fuel Vehicle Refueling Property Credit:
The credit for property used to refuel alternative fuel vehicles would be removed, affecting installations intended for such vehicles.
Qualified Plug-In Electric Drive Motor Vehicle Credit:
The bill seeks to repeal the tax credit for new qualified plug-in electric vehicles, removing the financial incentive for buyers who choose these types of cars.
Credit for Qualified Commercial Clean Vehicles:
Similar to the above, this section would repeal the credit available for commercial clean vehicles.
Effective Dates
All amendments made by the bill include effective dates specifying that they would apply to vehicles and property acquired after the enactment of the bill.
Conforming Amendments
The bill also includes various conforming amendments to ensure the tax code remains coherent after these credits are repealed. This involves updates to other related sections of the Internal Revenue Code to remove references to the repealed credits.
Overall Impact
The overall effect of this legislation would be to eliminate tax incentives for purchasing alternative fuel vehicles, which could influence consumer choices and the market for eco-friendly transportation options.
Relevant Companies
TSLA
- Tesla, Inc.: This company produces electric vehicles (EVs) and could be significantly affected by the repeal of credits for electric vehicles, which could impact sales.
F
- Ford Motor Company: As a manufacturer of both traditional and electric vehicles, Ford may see changes in consumer purchase behaviors due to the loss of EV tax credits.
NIO
- NIO Inc.: As a prominent EV manufacturer, NIO could experience decreased attractiveness of its products without the available tax credits for customers.
VWAGY
- Volkswagen AG: This company has invested heavily in electric vehicle technology, and the repeal could affect its market share as incentives for consumers diminish.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

New Bill: Representative Scott Perry introduces H.R. 312: Restoring Vehicle Market Freedom Act of 2025

The U.S. auto industry is bracing up for a major shake-up as President Donald Trump’s 25% tariff on imports from Mexico and Canada takes effect tomorrow. This decision, which comes after months of threats, could have far-reaching consequences.
For decades, free trade agreements between the United States, Canada and Mexico have shaped the North American auto industry, with automakers relying on cross-border trade to keep costs down and maintain supply chains. Now, these tariffs will throw this interconnected ecosystem into disarray.
With most vehicles sold in the United States having parts or final assembly tied to Mexico and Canada, these tariffs will disrupt operations, increase costs and impact both automakers and consumers.
Automakers to Feel the Heat
Nearly 90% of auto exports from Mexico and Canada are destined for the U.S. market, per the Mexican Automotive Manufacturers’ Association and the Canadian Vehicle Manufacturers’ Association.
Most major automakers in the United States have plants in Mexico and Canada. Companies like Volkswagen VWAGY, Nissan NSANY, Stellantis STLA, General Motors GM, Ford F, Honda and Toyota all have significant production operations in these neighboring countries. These companies depend on their facilities in Mexico and Canada to produce vehicles and parts for the American market. With the new tariffs in place, production costs are expected to rise, putting pressure on profit margins. If these costs are passed on to consumers, vehicle prices will increase, potentially leading to lower demand. Either way, the outlook is challenging.
Tariffs on Mexico are expected to hit the auto industry harder than those on Canada, with Volkswagen facing the highest risk, followed by Nissan Motor and Stellantis, according to S&P Mobility. VWAGY relies on its large plant in Puebla, Mexico, which produces nearly 350,000 vehicles each year. The added tariff costs will likely push up prices for popular models like the Jetta, Tiguan and Taos. The company is also establishing a battery plant in Canada. NSANY runs two major plants in Mexico where it produces key models such as the Sentra, Versa, and Kicks for the US market. STLA has operations in both Mexico and Canada, where it manufactures vehicles like Ram pick-ups and Jeep models, making it vulnerable to cross-border tariffs.
General Motors’ Mexican plants produce popular models like the Chevy Silverado and GMC Sierra pickups, as well as battery-powered versions of the Equinox and Blazer SUVs. In Canada, GM operates three plants that produce electric vans, the Chevrolet Silverado Heavy Duty, and key components such as the V8 engine and dual-clutch transmission. Ford operates three key plants in Mexico (the Chihuahua engine plant and two assembly plants in Cautitlan and Hermosillo) that contribute a large share of its production for the U.S. market. In Canada, Ford has an assembly plant for the production of its F-Series pickup trucks.
Japanese auto giant Toyota builds its popular Tacoma pick-up trucks in Mexico. With all Tacomas now coming from Mexico instead of U.S. plants, Toyota will see a direct impact on pricing and competitive positioning in the North American market. Toyota’s closest rival, Honda, sends about 80% of its Mexican output to the United States, which makes it highly susceptible to any cost increases from tariffs. The new duty may force Honda to either shift production closer to home or absorb the extra costs, leading to higher prices for its vehicles in the United States.
The impact extends beyond fully assembled vehicles. Many auto parts used in U.S. assembly plants are sourced from Mexico and Canada, and these tariffs will drive up the cost of manufacturing in the United States as well. This could force automakers to rethink their supply chains, which could slow down production or cause shifts in manufacturing locations.
Price Hikes and Consumer Impact
Consumers are likely to feel the effects in the form of higher vehicle prices. Research from automotive consultant AlixPartners suggests that the new tariffs could add $60 billion in costs to the industry, much of which will be passed on to buyers. S&P Global Mobility estimates that a 25% tariff on a $25,000 vehicle could add $6,250 to its final price.
Higher prices can reduce demand for new vehicles. In a competitive market, even a slight increase in cost can change buying habits. Customers may decide to delay purchasing a new vehicle or look for alternatives in the used-car market. With nearly 16 million vehicles sold in the United States each year, this could lead to a steep drop in sales, affecting demand and profitability across the industry.
Retaliatory Tariffs to Increase Tension
The imposition of 25% tariffs on imports from Mexico and Canada will disrupt decades of smooth and cost-effective supply chain operations. Canada has already announced retaliatory tariffs, imposing 25% levies on U.S. imports worth C$155 billion ($107 billion). Of these, C$30 billion in tariffs will take effect on the same day as Trump’s levies, i.e., tomorrow. Mexico president Claudia Sheinbaum has also pledged to retaliate. The tit-for-tat response is only set to make things worse, and the conflict could spill over into other industries, adding uncertainty to an already volatile economic environment.
Last Word
The future of the U.S. auto industry now hangs in the balance. While the full effects of these tariffs will take time to unfold, the immediate impact is clear— higher production costs, rising vehicle prices and disruption of supply chains. Automakers will have to grapple with the challenge of absorbing costs or passing them onto consumers, potentially leading to lower demand and slower sales.
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Trump's Trade War With Mexico & Canada: US Auto Industry on the Edge?

Investors merely glancing at Rivian (NASDAQ: RIVN) stock might avoid the company in 2025 simply because it doesn't appear to have many catalysts. The next vehicle launch won't be until early 2026 when the R2 goes into production, followed by the R3X and R3. Add uncertainty about the incoming U.S. presidential administration's attitude toward the electric vehicle (EV) industry, and you have a stock that could be stuck in neutral throughout 2025.
But closer attention to Rivian shows a couple of dark horse catalysts that could send the stock surging higher.
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Another partnership?
One of Rivian's biggest wins in 2024 came when the company announced a joint venture between itself and Volkswagen Group (OTC: VWAGY). The latter agreed to invest up to $5.8 billion over the next three years in the joint venture, which will use Rivian's software to create advanced electrical infrastructure for each automaker's future vehicles. Should the partnership work out, the two automakers are even exploring an expansion of the joint venture (although specific details have not been made public).
Other companies may want to form similar partnerships, according to Rivian management. "I'd say that many other OEMs [original equipment manufacturers] are knocking on our door," Rivian's chief software officer, Wassym Bensaid told Reuters this month.
Rivian's electrical architecture requires fewer electronic control units (ECUs) and significantly less wiring in each vehicle, which reduces vehicle weight and simplifies manufacturing -- all reasons Rivian's technology is in demand. Rivian's technology is also essential to designing cars that incorporate software for over-the-air updates. Bensaid told Reuters Rivian is open to helping other potential partners improve their electrical systems.
Make no mistake, Rivian's joint venture with Volkswagen was a huge win for Rivian that may reduce costs, provide the ability to negotiate higher volume supplier deals, and give access to valuable capital. Another partnership or joint venture could be a dark horse catalyst for Rivian in 2025.
What about Rivian's electric delivery vans?
Electric delivery vans (EDVs) were one of Rivian's early catalysts. One of the biggest headline grabbers was an agreement to deliver 100,000 EDVs to Amazon by 2030. Amazon now has over 20,000 Rivian EDVs making deliveries across the U.S. market. Rivian's deal with Amazon was exclusive for a time, but now Rivian is open to taking on customers of all kinds for its EDVs. AT&T (NYSE: T) was its first non-Amazon customer of this kind, launching a program in late 2023 that carried into 2024, but pilot programs and testing take time.
Rivian CEO RJ Scaringe told the website Teslarati that this focus on pilot programs is the nature of this business as partner companies want to start out small to see how these vehicles will do in terms of actually fitting their needs (including servicing, digital support, and infrastructure) before committing to large fleet-sized purchases.
It wasn't likely that Rivian would test with a new potential customer, set up a pilot program, and ink a long-term order deal before 2025. So 2025 may be the year new customers start placing orders for EDVs, and even one big win could be the catalyst Rivian needs in an otherwise quiet year.
What it all means for potential Rivian investors
Unfortunately, with no vehicle launches set for 2025, Rivian's stock might trade in line with the broader EV industry, which is currently facing uncertainty with the incoming U.S. presidential administration publicly pulling back on the prior administration's support for the EV industry. However, if Rivian ends up bringing on a new partner or forming a joint venture similar to the one it has with Volkswagen, or if Rivian sets up a new customer with a big EDV order, it could get this investment vehicle back into drive mode for 2025.
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2 Dark Horse Catalysts for Rivian Stock in 2025

Donald Trump began his second term with significant policy pivots that have left markets and corporate leaders grappling with uncertainty. Early Monday, Trump suggested he would hold off on imposing steep tariffs on imports from China, Mexico, and Canada, providing some initial relief to markets. However, by evening, he reversed course, announcing plans to impose a 25% tariff on goods from Mexico and Canada by February 1. This rapid change in direction exemplifies the unpredictability that businesses and investors will likely face during his administration.
The fluctuating tariff stance caused the U.S. dollar to experience sharp movements. After an initial dip on Monday, it rebounded on Tuesday as traders digested the potential implications of the new tariff policies. Automakers and multinational corporations like Volkswagen expressed concerns about the potential economic impact, emphasizing their investments in U.S. operations. Meanwhile, financial leaders, including JPMorgan Chase’s (JPM) wealth management CEO Mary Erdoes, described the need for “war rooms” to navigate the evolving policy landscape.
Market Overview:
Trump announces shifting tariff policies, creating market turbulence.
Global automakers and exporters brace for potential economic fallout.
Financial markets oscillate with changing policy signals.
Key Points:
Dollar rallies after an initial dip as traders weigh tariff plans.
Corporate leaders set up strategies to adapt to policy shifts.
Fed policy expectations remain steady despite tariff uncertainties.
Looking Ahead:
Markets expect further volatility as trade policies evolve.
Investors await clarity on the administration’s broader economic strategy.
Companies prepare for potential regulatory and trade-related changes.
Bull Case:
Trump’s decision to delay steep tariffs on imports from China, Mexico, and Canada provides temporary relief for markets, allowing businesses to adjust their strategies.
The U.S. dollar’s rebound after an initial dip reflects resilience in financial markets and investor confidence in the broader economy despite policy uncertainties.
Corporate leaders’ proactive measures, such as setting up “war rooms,” demonstrate adaptability and preparedness to navigate evolving trade policies.
Potential tariff revenues could bolster government finances, enabling investments in domestic infrastructure and economic growth initiatives.
Reduced regulations under Trump’s administration may offset trade-related challenges, creating opportunities for businesses to innovate and expand operations.
Bear Case:
The unpredictability of Trump’s tariff policies creates significant market volatility, making it difficult for businesses and investors to plan effectively.
A 25% tariff on goods from Mexico and Canada by February 1 could disrupt supply chains, increase costs for automakers and exporters, and strain U.S. trade relationships.
Global corporations like Volkswagen may reconsider U.S. investments due to heightened economic uncertainty, potentially impacting job creation and economic growth.
Market turbulence caused by fluctuating policy signals could erode investor confidence, leading to reduced capital flows into U.S. markets.
Ongoing trade tensions may exacerbate inflationary pressures, complicating the Federal Reserve’s ability to maintain steady monetary policy amid economic uncertainty.
Trump’s policy maneuvers highlight the administration’s potential for sudden and impactful economic shifts. While some businesses may benefit from reduced regulations, the unpredictability surrounding trade policies adds layers of complexity to corporate and investor strategies. Markets are left to navigate a landscape where the only certainty is change.
As businesses and governments adapt, global trade dynamics will continue to influence economic growth and market stability. Investors are advised to monitor developments closely and prepare for ongoing volatility.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

	Change	Change by industry	Min.	Max.	Volume
Yesterday	-11.32%	3.53%	$10.51	$10.65	1.10M
Week	-8.00%	2.79%	$10.10	$10.65	5.82M
Month	-14.33%	1.81%	$10.10	$11.26	31.44M
3 Months	-17.30%	1.73%	$9.20	$12.07	125.70M
6 Months	2.86%	17.26%	$9.03	$12.41	273.94M
Year	-23.34%	16.02%	$8.57	$12.59	758.32M
3 years	-49.79%	96.65%	$8.57	$20.68	1.76B
5 years	-41.47%	75.59%	$8.57	$48.72	3.66B
All time	-50.19%	80.55%	$9.10	$48.72	3.45B

	VWAGY	By industry
Yesterday	11.11%	1.06%
Week	1.52%	3.79%
Month	5.33%	10.98%
3 Months	11.89%	22.19%
6 Months	18.39%	30.43%
Year	29.59%	45.17%
3 years	55.89%	80.84%
5 years	87.63%	108.72%
All time	—	—

VOLKSWAGEN AG UNSP/ADR

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