$Mobileye Global(MBLY.US) | Canaccord maintains 𝐁𝐮𝐲 on 𝐌𝐨𝐛𝐢𝐥𝐞𝐲𝐞, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟐 𝐟𝐫𝐨𝐦 $𝟏𝟕
Analyst sees a tougher but viable path for Mobileye, with upcoming VW deployments and robotaxi fleets being crucial tests amid rising competition.
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XPEV (1Q26 Trans): Humanoid robot to begin mass production by year-end
Q2 overall GPM is expected to be roughly flat vs. Q1. Approx. 20.6%.
XpengConference Minutes - D
XPEV: Inflection Point in Sight — Does the 'Eastern Tesla' Story Still Have Legs?
New-vehicle Cycle: Early Inflection
+10
XpengFinancial Analysis - D
RIVN (1Q26 Trans): R2 deliveries back-end loaded; R2 and overall auto biz GPM to turn positive in Q4
R2 mass production will start on a single shift, with expansion to two shifts expected by end-2026. The Normal plant's 'North Star' target is to reach 4,000 units/week profitably.
RivianConference Minutes - D
RIVN: Pain Now—Can R2 Drive a Turnaround?
The key inflection for volume comes in Q4 2026. GPM is set to inflect then as well.
+6
RivianFinancial Analysis - M
$Alibaba(BABA.US) is integrating its Qwen AI into cars from partners including BYD, Geely, Li Auto, and the SAIC-Volkswagen joint venture. Debuted and highlighted at the Beijing Auto Show, the voice AI enables in-car capabilities like food ordering, hotel bookings, and payments.
@Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - D
XPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026---
2026 overseas delivery target to double YoY.
Intl revenue to account for over 20% of total.XpengConference Minutes - D
XPEV: All Hype, No Profits — Still the 'Tesla of the East'?---
Q4 core auto biz: revenue up, no profit improvement.
+7
XpengFinancial Analysis - D
RIVN (4Q25 Trans): All-in on R2 and AD, Can It Mount a Comeback?
We are highly confident in R2 demand. The order backlog is substantial.
RivianConference Minutes
