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View Photos of the 1977 BMW 320i

View Photos of the 1977 BMW 320i

Yahoo27-07-2025
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The "300-series" (as we called it back then) had some big shoes to fill. And whaddaya know, it did.
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Commercial Vehicle Group Earnings: What To Look For From CVGI
Commercial Vehicle Group Earnings: What To Look For From CVGI

Yahoo

time22 minutes ago

  • Yahoo

Commercial Vehicle Group Earnings: What To Look For From CVGI

Vehicle systems manufacturer Commercial Vehicle Group (NASDAQ:CVGI) will be reporting earnings this Monday after market close. Here's what to expect. Commercial Vehicle Group beat analysts' revenue expectations by 3.8% last quarter, reporting revenues of $169.8 million, down 12.8% year on year. It was a strong quarter for the company, with a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. Is Commercial Vehicle Group a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Commercial Vehicle Group's revenue to decline 29.7% year on year to $161.6 million, a further deceleration from the 12.3% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.07 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Commercial Vehicle Group has missed Wall Street's revenue estimates five times over the last two years. Looking at Commercial Vehicle Group's peers in the heavy transportation equipment segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Greenbrier delivered year-on-year revenue growth of 2.7%, beating analysts' expectations by 7.3%, and PACCAR reported a revenue decline of 15.7%, topping estimates by 2.6%. Greenbrier traded up 21.1% following the results while PACCAR was also up 8.9%. Read our full analysis of Greenbrier's results here and PACCAR's results here. Investors in the heavy transportation equipment segment have had steady hands going into earnings, with share prices flat over the last month. Commercial Vehicle Group is down 20.7% during the same time and is heading into earnings with an average analyst price target of $4 (compared to the current share price of $1.65). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio

1 AI Robotics Stock to Buy Before It Soars 758% to $8 Trillion, According to a Wall Street Analyst
1 AI Robotics Stock to Buy Before It Soars 758% to $8 Trillion, According to a Wall Street Analyst

Yahoo

time22 minutes ago

  • Yahoo

1 AI Robotics Stock to Buy Before It Soars 758% to $8 Trillion, According to a Wall Street Analyst

Key Points Several Wall Street experts anticipate substantial upside in Tesla stock as the company leans into autonomous driving and robotics. Tesla reported dismal first-quarter financial results as increased competition and CEO Elon Musk's political activities eroded its market share. Musk believes Tesla will eventually dominate the trillion-dollar robotaxi market, and he sees a $10 trillion opportunity in humanoid robots. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) shares have declined 25% year to date as the electric carmaker has struggled with weak demand amid growing competition and consumer backlash against CEO Elon Musk's politics. The company is currently worth $976 billion, but several Wall Street experts anticipate substantial upside in the years ahead. Ark Invest analysts, led by Tasha Keeney, think Tesla stock will reach $2,600 per share by 2029. That forecast implies 758% upside from its current share price of $303. It also implies a market value of $8.3 trillion. Wedbush analyst Dan Ives recently told Yahoo Finance that Tesla could be a $2 trillion company within 12 months. That implies 105% upside from its current market value of $976 billion. It also implies a share price of $620. Hedge fund billionaire Ron Baron told CNBC last year that Tesla could be a $5 trillion company within a decade. That implies 410% upside from its current market value. It also implies a share price of $1,550. CEO Elon Musk has said Tesla could eventually be a $30 trillion company as it benefits from autonomous driving and robotics. That implies 2,975% upside from its current market value. It also implies a share price of $9,310. Tesla is one of the most controversial stocks on the market. Investors tend to have binary opinions, either seeing Tesla as an overrated automaker or a revolutionary company poised to reshape the global mobility and labor markets with artificial intelligence. Read on to learn more. Tesla is losing market share in electric vehicles, and Musk warned of rough quarters ahead Tesla ceded significant market share in electric vehicles during the past year as competition increased and CEO Elon Musk damaged the brand with his political activities. The company accounted for just 10% of battery electric vehicle sales through May, down from 16% in the same period last year, according to Morgan Stanley. Tesla reported weak second-quarter financial results. Deliveries decreased by 13%, the second straight drop. Revenue declined 12% to $22 billion, operating margin narrowed by 2 percentage points, and non-GAAP (generally accepted accounting principles) earnings fell 23% to $0.40 per diluted share. Musk also warned that the next few quarters could be rough as the company ramps up its autonomous driving business. "We probably could have a few rough quarters. I'm not saying we will, but we could," he told analysts on the earnings call. "But once we get autonomous to scale in the second half of next year, certainly by the end of next year, I'd be really surprised if the economics are not very compelling." Tesla has substantial opportunities in autonomous ride-hailing services and humanoid robots Tesla has been developing its autonomous driving software for more than a decade. Its vision-only approach (meaning its cars are equipped only with cameras) gives the company a theoretical edge over the market leader Alphabet's Waymo, which relies on a more costly array of cameras, lidar, and radar. Tesla also has more camera-equipped cars on the road collecting data to train the underlying artificial intelligence (AI) models. Importantly, while Waymo is currently the market leader, with commercial autonomous ride-hailing services in five U.S. cities, Elon Musk thinks Tesla will catch up quickly because its vision-only strategy is more scalable. Indeed, the company recently started its first robotaxi service in Austin, but Musk says the coverage area could include half the U.S. population by year-end. Additionally, Musk says Tesla could eventually have 99% market share in autonomous ride-hailing, which itself is forecast to be a trillion-dollar market in about 15 years. Tom Narayan at RBC Capital expects global robotaxi revenue to reach $1.7 trillion by 2040. He also says Tesla could earn $115 billion in revenue from robotaxi services in that year. Beyond robotaxis, Tesla is also developing an autonomous humanoid robot, called Optimus, to revolutionize the labor industry. Robots could be particularly useful in handling tasks too dangerous, tedious, or physically demanding for humans. Musk says Optimus production will hit 100,000 units monthly (more than 1 million annually) within five years. He also says humanoid robots could be a $10 trillion opportunity for Tesla. The Ark Invest analysts, led by Tasha Keeney, built their 2029 forecast around autonomous driving. Robotaxis are projected to account for more than 60% of revenue, roughly $750 billion, while electric car sales account for less than 30%. The remaining portion will come from energy storage and insurance. Keeney did not factor Optimus into the calculations, but her robotaxi estimates are much more aggressive than those from Narayan at RBC. Tesla's valuation looks absurdly expensive, but autonomous driving and robotics could change the narrative Wall Street estimates Tesla's earnings will increase by 20% annually over the next three to five years. That makes the current valuation of 175 times earnings look absurdly expensive. But Tesla bulls think most analysts are underestimating the impact that robotaxis and robots will have on the business. For instance, Ark Invest estimates that Tesla's earnings before interest, taxes, depreciation, and amortization (EBITDA) will increase by over 3,000% to $440 billion by 2029, which implies a compound annual growth rate of about 115%. While I find that scenario highly unlikely, earnings growth of that magnitude would justify the current valuation. Here's the bottom line: Traders who lack confidence in the robotaxi and robotics narrative should avoid this stock. But patient investors who believe Tesla could revolutionize the mobility and labor markets with AI products like self-driving cars and humanoid robots should own a position. Should you buy stock in Tesla right now? The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Trevor Jennewine has positions in Tesla. The Motley Fool has positions in and recommends Alphabet and Tesla. The Motley Fool has a disclosure policy. 1 AI Robotics Stock to Buy Before It Soars 758% to $8 Trillion, According to a Wall Street Analyst was originally published by The Motley Fool Sign in to access your portfolio

Ford Revises Tariff Hit Estimate Again - And It's Not Pretty
Ford Revises Tariff Hit Estimate Again - And It's Not Pretty

Miami Herald

time29 minutes ago

  • Miami Herald

Ford Revises Tariff Hit Estimate Again - And It's Not Pretty

Ford has updated its financial guidance again for 2025, noting that tariffs will dent profits by a $3 billion gross amount, up from $2.5 billion. The automaker incurred $800 million in tariff-related expenses last quarter, and its 2025 earnings before interest and tax (EBIT) are now $6.5 billion to $7.5 billion, down from February's forecast of $7 billion and $8.5 billion. This rise in anticipated tariff costs stems from Ford's imports of vehicle parts, steel, and aluminum, along with levies on Mexico and Canada remaining higher for longer than expected. Ford's tariff bill from Q2 eliminated its net profit, resulting in the company's first quarterly loss since 2023. Ford Chief Financial Officer (CFO) Sherry House said that the manufacturer is in near-daily contact with Washington discussing ways to reduce tariff expenses. House described the interactions as "constructive conversations" centered around steel and aluminum tariffs, according to NBC4 Los Angeles. The Ford CFO added: "They've [Trump administration] made it clear that Ford, as the most American automaker, should not be disadvantaged," The Wall Street Journal reports. Ford's extensive network of domestic production facilities is helping the company fare slightly better than General Motors (GM), which reported that it lost $1.1 billion in Q2 due to tariffs, with a predicted $4 billion to $5 billion hit for the year. GM expects to offset 30% of its 2025 gross tariff losses, and Ford said it can offset $1 billion. Stellantis shared on Tuesday that import levies will reduce its earnings this year by about $1.7 billion, but while this amount is lower than Ford's and GM's, it posted a $2.65 billion net loss in the first half of 2025 alone. Around 80% of the vehicles that Ford sells in the U.S. are produced domestically, about 25% more than GM and Stellantis. Still, Ford relies heavily on imported components for segments such as electric vehicles (EVs) and hybrids. President Trump set an August 1 deadline for most countries to finalize trade deals with the U.S. or face elevated tariffs. While the European Union, South Korea, and Japan reached a 15% import agreement with the US, Ford continues to face steeper tariffs on many parts. Trump's administration doubled steel and aluminum tariffs to 50%, raising costs for material suppliers and causing consumers to absorb the additional expenses. Ford recently finished extending its employee discount to all customers on most of its inventory, and the automaker may raise prices on EVs and hybrids shortly to recoup some profit losses from tariffs. Consumers may also see Ford cut back on incentives and discounts for fleet and commercial purchases. Ford's tariff bill is better than GM's thanks to its strong domestic manufacturing presence, but the outlook could be better. GM's Q2 tariff bill was $300 million more than Ford's-an amount that seems like it should be higher given that Ford produces about 25% more domestic vehicles than GM. However, Ford's reliance on imported components for segments like EVs is costing the company significantly, underscoring the importance of timely White House negotiations as other countries strike trade deals and reduce tariff rates. Copyright 2025 The Arena Group, Inc. All Rights Reserved.

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