Consumer Discretionary
Automobile Manufacturers
3 companies under coverage.
Coverage
Automobile Manufacturers
Equity Research
General Motors Company (GM)
The bull case — 'Spike — Tight Supply' (8% weight) — targets $152, +97% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Ford Motor Company (F)
The bull case — 'Spike — Tight Supply' (8% weight) — targets $27, +94% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Tesla Inc. (TSLA)
The bull case — 'Robotaxi Launch' (30% weight) — targets $550, +31% vs spot. It needs Gross Margin to surprise to the upside.