Wedbush Morning Call - Dec 18 2025 7:03AM

Raising Price Target to $95, Navigating Supply Chain Issues to Near Pe...

Moody's Ratings affirms Ford's Ba1 corporate family and senior unsecur...

Moody's Ratings (Moody's) affirmed the ratings of Ford Motor Company (Ford), including the Ba1 corporate family rating, the Ba1-PD probability of default rating, the Ba1 senior unsecured rating, and the Ba1 senior unsecured bank credit facility rating. We also affirmed the Ba1 senior unsecured ratin...

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

General Motors Company - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Ford Motor Company - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

General Motors Co: 1 director

A director at General Motors Co sold after exercising options/sold 260,600 shares at 66.450USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's director...

Strong Quarter with Improved Profitability Outlook for FY25; PT to $75

A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue came in at $48.59 billion (roughly flat y/y), well above the Street’s estimate of $45.03 billion as the company’s sales grew across all its brands and increased market share across both ICE and EV vehicles.Total Automotive Revenue was

Wedbush Morning Call - Oct 16 2025 6:55AM

Previewing GM 3Q25 Results; Expecting Good Numbers Despite Some Headwi...

General Motors Company: Update to credit analysis

Our credit view of this issuer reflects its competitive product portfolio, solid execution, high tariff cost, challenges in the transition to electric vehicles and prudent financial policy.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of General Motors Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 September 2025 in which we reassessed the appropriateness of the ratings in the c...

Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...

Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...

Wedbush Morning Call - Aug 19 2025 7:00AM

GM Navigating Tariff Landscape in a Very Strategic Manner; Raising PT ...

PSA Autos / New Mobility: Large US Import Tariff Hit Dismissed by Mark...

As the US is introducing new import tariffs, the auto sector is among the worst hit in corporate Japan. Japanese automakers are set to book major losses related to tariffs, leading to substantial FY25 earnings’ declines. Yet, after an initial negative stock market reaction, share prices have recovered close to or above pre-tariff levels. Analyst Julie Boote investigates.

Wedbush Morning Call - Jul 23 2025 6:53AM

GM 2Q25 Earnings; Solid Results Despite Tariff Headwinds

A Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue came in at $47.12 billion (down 1.8% y/y), above the Street’s estimate of $45.84 billion driven by strong demand, stable vehicle pricing, and continued growth at GM Financial.Total Automotive Revenue was $42.87 billion which was down 2.7% y

First Take; Solid Quarter While Navigating Complex Tariff Backdrop for...

Ford Motor Co: 1 director

A director at Ford Motor Co sold 60,000 shares at 11.250USD and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...