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General Motors and Ford to Report Quarterly Results
General Motorsis scheduled to report quarterly results before market open on Tuesday, October 20, with a conference call scheduled for 8:30 am EST, while Fordis scheduled to report after market close on Wednesday, October 28, with a conference call scheduled for 5:00 pm EST. What to watch for:GM SALES:Earlier in October, GM reported sales in Q3 totaling 670,974 vehicles, a decline of 6% compared with the same period a year earlier, which, "reflected the much smaller EV market and discontinued vehicles. However, sales of GM's highest volume vehicles were in line with the outstanding level of a year ago." "Our business is performing very well, the launch of our next-generation full-size pickup trucks is on track, and we are making investments in new vehicles, innovative technologies, and our U.S. manufacturing footprint to drive our next phase of growth," said Duncan Aldred, President of GM North America.GM GUIDANCE:Along with its Q2 earnings, the company raised its FY26 adjusted EPS guidance to $12.00-$14.00 from $11.50-$13.50. Consensus, which stood at $12.79 at the time, has since risen to $13.42. The company also raised its FY26 EBIT-adjusted view to $14B-$16B from $13.5B-$15.5B and adjusted automotive free cash flow view to $9.5B-$11.5B from $9B-$11B. GM also announced that 2027 results are expected to be better than 2026, with several key drivers set to grow revenue, margins, EBIT and FCF.GM PARTNERSHIPS, INITIATIVES:In July, Micronand GM announced a strategic customer agreement to secure a long-term supply of memory and storage platforms for GM's vehicle production and delivery at scale. The company also announced in July availability of ChargePointin Energy Pass. In August, GM, Pilot Company and EVgoannounced their collaborative EV fast-charging network surpassed 300 locations. The company also announced a 20-year extension to its joint venture partnership with SAIC. Additionally in August, Samsung SDIannounced an agreement with GM to buy its stake in U.S. battery joint venture SynergyCells. In September, the company announced a new truck user interface that integrates with Android Autoand Apple CarPlay. The company also reported the award of a $697.7M U.S. Army contract in September. Additionally in the month, GM launched the Smart Charge Bundle initiative with PG&E. The company also unveiled its updated 2027 heavy-duty truck lineup and launched the OnStar Fleet Intelligence Platform.ANALYST VIEW:RBC Capital raised the firm's price target on GM to $102 from $100 and kept an Outperform rating on the shares as part of a broader research note previewing Q3 results for global Automakers. For U.S. OEMs, resilient SAAR supports pricing power and higher average transaction prices heading into the quarter, the analyst said, adding that a potential US-Mexico bilateral trade agreement before year-end could represent meaningful upside. The firm further noted that for western suppliers, current valuations look compelling, though China remains the key focus following S&P's latest China production forecast cut.JPMorgan lowered the firm's price target on GM to $110 from $120 and kept an Overweight rating on the shares. The firm sees a "muted setup" for Ford and GM into the Q3 earnings reports, saying preliminary 2027 outlook commentary "is likely to present a cautious tone." JPMorgan expects in-line to slightly better Q3 prints, but said investor focus is likely to be on 2027 estimate revisions, and it does not see the results driving meaningful upside.FORD SALES:In August, Ford reported total U.S. vehicle sales in July of 169,951 were down 10.2% from 189,313 in the same month of last year. In September, the company reported U.S. total vehicles sales of 170,681 in August, down 10.3% from the same month of last year. In October, Ford announced that, excluding the planned phase-out of Escape and Corsair, the company estimated its Q3 retail share increased approximately 0.4 percentage points year over year to 12.1%. Q3 sales totaled 509,764 vehicles, down 6.6%, reflecting the planned portfolio changes. Adjusting for Escape and Corsair, Ford's total vehicle sales volume was essentially unchanged compared with an industry decline of about 1%. "We delivered a solid quarter and continued to gain retail share adjusted for the planned sunset of Escape and Corsair," said Andrew Frick, president, Ford Blue and Model e.FORD GUIDANCE:Along with its Q2 results, Ford raised its FY26 adjusted EBIT view to $10B-$11B from $8.5B-$10.5B. The company said, "Building on strong first-half results, the company is raising full-year 2026 guidance. Ford now expects the following for full-year 2026: Adjusted EBIT of $10B to $11B; free cash flow of $6B to $7B which now includes expected 2026 cash recovery of approximately $500M of the $1.3B IEEPA reimbursement recorded in the first quarter; Capital expenditures of $9.5B to $10.5B, unchanged from prior guidance. By segment, Ford now expects: Ford Blue EBIT of $5B to $5.5B; Ford Pro EBIT of $7B to $7.5B; Ford Model e loss of approximately $4B, this includes about $1B in incremental investment for the Universal Electric Vehicle platform and Ford Energy, mostly weighted toward the second half of the year; Ford Credit earnings before taxes above $2.5B."FORD PARTNERSHIPS, INITIATIVES:In July, Micron and Ford announced a long-term strategic customer agreement to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production. Additionally in July, the company ratified a three-year national collective agreement with Unifor. Ford also partnered with BlackRock, Carhartt and Google to launch the Alliance for Americas Skilled Trades and announced a Europe-focused joint venture with Geely Automobilein July as well. The company also announced in July that Apple Maps would power navigation for its upcoming UEV platform. In August, Ford appointed Dave Carroll as president of Ford Energy. In September, the company, along with JPMorganand the State of Michigan, announced the launch of the Michigan LIFT initiative.ANALYST VIEW:JPMorgan lowered the firm's price target on Ford to $16 from $17 and kept an Overweight rating on the shares. The firm expects in-line to slightly better Q3 prints.UBS lowered the firm's price target on Ford to $15 from $17 and kept a Buy rating on the shares. Ford's Q3 results are now expected to be roughly in line after late-quarter F-150 downtime reduced the previously expected beat, while 2027 profit guidance should remain limited, but the stock remains attractive around $12 given potential for a BESS announcement, the analyst said.
EVgo Unveils Next-Gen Charging System Capable of 750kW
EVgo shared a preview of its next-generation charging system, capable of delivering up to 750kW of charging power. Design, development, and testing for the Company's new charger are being performed at EVgo's Innovation Lab in El Segundo, California, with co-development support from longtime partner Delta Electronics. "EVgo has served EV drivers for over 15 years, and our investment in our 750kW next-generation architecture future-proofs our network for current and future vehicles," said Badar Khan, CEO of EVgo. "Charge rates seen on the EVgo network are increasing, up nearly 20% in the last two years. We expect that to continue, and our new architecture will help meet growing demand for high-power charging while delivering an industry-leading customer experience for EV drivers."
EVgo and Regency Centers Expand Partnership to Add 400 Charging Stalls
EVgo (EVGO) and Regency Centers (REG) are expanding their partnership to bring fast charging to shopping centers, with plans to add more than 400 charging stalls at Regency locations across the United States. Once complete, these new EVgo stalls are expected to help increase Regency's EV infrastructure footprint by more than 20%. EVgo installed its first charger at a Regency center in 2020 and today operates over 150 stalls at Regency locations.
EVgo and General Motors Open New Charging Station in Detroit
EVgo (EVG) and General Motors (GM) announced the opening of EVgo's newest flagship charging station in metropolitan Detroit. With this new site, located in partnership with Midwest retailer Meijer, more than 40 flagship charging stalls are now open nationwide, and EVgo expects to have over 100 flagship stalls online by the end of 2026. This latest station, located directly across from GM's Global Technical Center at the Meijer Warren store, features an overhead canopy with pull-through access to accommodate vehicles pulling trailers, a mixture of 12 CCS and NACS stalls, and 350 kW charging capable of delivering a full charge in as little as 15 minutes, depending on the vehicle. As part of the flagship program, EVgo will build flagship stations in California, Florida, Georgia, Illinois, Michigan, and Texas. Separately, EVgo has built nearly 2,400 stalls across 32 states with GM's support. EVgo, GM and Pilot Company also recently announced their collaborative fast charging network has surpassed 1,300 stalls at 300 locations across 40 states.
Roth Capital Upgrades Energy Fuels to Buy with $16 Price Target
Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.EARNINGS:Lucid Groupreported Q2 adjusted losses per share of ($2.78) and Q2 revenue of $405M, with consensus at ($2.32) and $407.96M. The company said it produced 4,774 vehicles, up 24% year over year, with production intentionally reduced to lower inventory and free up cash. Delivered 3,953 vehicles, up 19% year over year."Lucid has leading technology, compelling products and deeply committed people, but potential is not performance," said Silvio Napoli, CEO of Lucid. "We are going back to basics, with a clear focus on cash, customers, and culture. We are focused on delivering on our four must win priorities, including our $1.4 billion cash flow improvement plan and the advancement of our Robotaxi, AMP-2, and Midsize programs, which will establish a strong foundation for Lucid's next chapter."Lucid Group also said it has "sufficient liquidity runway well into 2027," given recently secured financing, combined with ongoing operational measures.POLYSILICON:President Trump issued a 15% duty on products made from polysilicon, with the executive orderin part, "Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector -- eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector."In light of these findings and the other findings in the Secretary's report, the Secretary recommended a range of actions to adjust imports of polysilicon and polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. The Secretary recommended the establishment of minimum import prices for polysilicon and polysilicon derivatives to create a protected domestic market that allows United States producers to compete free from global distortions. The Secretary also recommended that I impose a 15 percent ad valorem rate of duty on downstream polysilicon derivatives. The Secretary recommended that these two remedies be accompanied by an onshoring program to encourage companies to build new United States polysilicon, ingot, wafer, and cell production facilities."The applicable minimum import prices for imported polysilicon and polysilicon derivatives shall be: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules." Publicly traded companies in the space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.EVGO SUPERCHARGERS:EVgoannounced plans to add "EVgo Superchargers" to its metropolitan network. The V4 Superchargers are capable of up to 500kW / 1000 Volts, bringing more fast charging choices to EV drivers. EVgo Superchargers will appear on the in-car Teslanavigation, and Tesla drivers can be automatically routed to these sites using the Tesla Trip Planner. Deployments will start this fall, and the first EVgo Supercharger sites are expected to be operational in the second half of 2026. Consumer demand on the EVgo network has increased over 700% in the last three years, and the addition of Superchargers will continue to accelerate EVgo's network growth. With more than 35 NACS-equipped models anticipated by the end of 2026 and more than 3 million Tesla vehicles already sold in the U.S., this expansion will ensure EVgo continues to lead with NACS.BUY ENERGY FUELS:Roth Capital upgraded Energy Fuelsto Buy from Neutral with an unchanged price target of $16. The company's Q2 results were below expectations, but this did not materially impact the stock's valuation, the firm told investors in a research note. Roth said Energy Fuels' valuation has returned to "more normalized" mining industry metrics and multiples, while the company has also strengthened its long-term outlook. It believes the company is "on the cusp" of completing multiple acquisitions that would allow it to control a full mine to magnet supply chain.
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