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A veteran UBS analyst spotted an overlooked part of the business.

Tesla (TSLA) stock trades at about $364, roughly 169 times its adjusted earnings over the past twelve months, meaning normalized net income with stock-based compensation added back. On analysts' own 2027 estimates, the multiple is still steep. So the price leans on wider margins and on products still early in their ramps.

Tesla (TSLA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

General Motors (GM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

DAN shares jump 10% as cost savings, stronger sales and higher 2026 forecasts outweigh a quarterly earnings miss and lower profit outlook.

Ford and General Motors' share-price performance has diverged since Q2 earnings despite stronger results and raised outlooks. Read on to see which has the edge.

Consolidated revenue surges 19.2% YoY to INR 370 crores, driven by a landmark US production order and a 34% jump in industrial business.

GPI misses Q2 estimates as lower vehicle volumes pressure sales and margins, while acquisitions reshape its dealership portfolio.

Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.

ADNT's Q3 earnings miss estimates despite a sales beat, as higher commodity and freight costs and Middle East disruptions pressure margins.

GT's Q2 loss widens as volume pressure weighs on results, while Asia Pacific gains and cash flow improvements offer support.

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

Aspen Aerogels (NYSE:ASPN) said it expects a sharp sequential increase in revenue and adjusted EBITDA in the third quarter, supported by energy-industrial project deliveries, rising General Motors EV production and expanding European demand for its PyroThin thermal barriers. The company forecast th

OUST's Q2 revenues surge 56% as record sensor shipments, Rev8 traction and smart infrastructure demand fuel growth.

HMC's Q1 FY27 earnings beat estimates as revenues grow, with stronger Auto, Motorcycle and Financial Services results.

Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.

Magna's Q2 earnings beat estimates as Power & Vision margin expansion and productivity gains supported higher profit and raised 2026 guidance.

GTX's Q2 earnings and sales beat estimates on broad-based growth. Margin gains and productivity drove a raised 2026 outlook.

BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.

TM's Q1 earnings miss estimates as higher labor costs and R&D spending weigh on profit.

Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.

Lear's Q2 earnings beat estimates on E-Systems margin expansion. The company's 2026 share buyback target rises to at least $350 million.

Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.

Carvana's Q2 revenues jump 52% on record retail volume and strong pricing, while EBITDA grows despite margin pressure from expansion investments.

Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.

Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.

CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.

PHIN misses Q2 earnings estimates despite higher sales as employee costs and product mix weigh on margins.

F's Q2 earnings beat, raised 2026 guidance, improving product mix and narrowing EV losses strengthen its investment case.

BWA heads into Q2 earnings with margin resilience and electrification gains facing battery weakness and soft vehicle production.