Analysts' Comments

Lexus rises to No. 1 in customer satisfaction study

12:01 am U.S. ET | Aug. 25, 2015

Lexus overtook Mercedes-Benz to come out on top in a recent U.S. customer satisfaction study while recalls and rising prices across the industry are driving down average new-vehicle customer satisfaction scores....
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Tesla stock price predicted to nearly double, Morgan Stanley says

1:49 pm U.S. ET | Aug. 17, 2015

Forget about a mere 15 percent increase in stock value -- how about a 90 percent one? That's how bullish Morgan Stanley analyst Adam Jonas is on Tesla....
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BRADFORD WERNLE

BLOG: Sergio is right, but industry avoids consolidation

2:07 pm U.S. ET | Aug. 5, 2015

Fiat Chrysler CEO Sergio Marchionne set the industry on its ear recently when he said it has a dangerous problem: a chronic addiction to burning capital at an unsustainable rate....
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Analysts doubt Sergio's lofty Alfa goals

12:01 am U.S. ET | June 29, 2015

Analysts are skeptical that Fiat Chrysler Automobiles CEO Sergio Marchionne can achieve his ambitious sales goals for Alfa Romeo. "Despite our love of Alfa's past, we're unconvinced by its future," said Max Warburton, an analyst at Sanford C. Bernstein Ltd. in Singapore....
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GM-FCA merger speculation prompts restriction on analyst, report says

2:00 pm U.S. ET | June 13, 2015

Morgan Stanley restricted coverage of General Motors and Fiat Chrysler Automobiles NV by analyst Adam Jonas because GM, a longstanding advisory client, disclosed that FCA approached it about a merger, two people familiar with the matter told Bloomberg....
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American Honda 'big winner' in annual 'Car Wars' report

4:19 pm U.S. ET | June 3, 2015

American Honda, poised to redesign nearly all of its nameplates through the 2019 model year, is likely to gain U.S. market share in the next four years, according to the annual “Car Wars” report from Bank of America Merrill Lynch....
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Driverless cars may cut U.S. sales by 40%, Barclays says

3:19 pm U.S. ET | May 19, 2015

US auto sales may drop about 40 percent in the next 25 years because of shared driverless cars, forcing mass-market producers such as General Motors and Ford to slash output, a Barclays Plc analyst said....
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Analysts question Tesla's cash position

6:46 am U.S. ET | May 8, 2015

Analysts are voicing concerns about Tesla Motors' cash, saying the maker of electric cars and energy-storage products may need to raise money....
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GM was considering buyback since before activist pressure, report says

3:46 pm U.S. ET | Feb. 11, 2015

Even before former Treasury official Harry Wilson showed up at General Motors asking for a share buyback, the automaker was considering just such a move that could come later in this year, a person familiar with the matter told Bloomberg....
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MIKE COLIAS

BLOG: How much damage can GM's financial 'fortress' sustain?

1:54 pm U.S. ET | Feb. 10, 2015

Marauders are storming GM's “fortress balance sheet.” Or at least, they're knocking loudly on the door....
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Global sales will hit 88.6 million in 2015, pushed by U.S. and China, IHS predicts

6:33 am U.S. ET | Feb. 2, 2015

Global automotive sales for 2015 could hit 88.6 million vehicles, a 2.4 percent increase from 2014 that would continue a five-year growth streak, IHS Automotive said today....
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2015 AUTOMOTIVE NEWS WORLD CONGRESS

Analyst forecasts 17 million U.S. sales in 2015, 20 million in 2018

5:27 pm U.S. ET | Jan. 14, 2015

The US auto industry will sell over 17 million vehicles in 2015 and could reach 20 million in 2018, but expect a sharp downturn after that. So predicted John Murphy, lead US auto analyst for Bank of America Merrill Lynch....
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KBB forecasts 16.9 million in U.S. sales, powered by retail demand

4:25 pm U.S. ET | Jan. 11, 2015

Auto sales will grow in 2015, but the US industry will have to work harder for smaller gains in the sixth year of recovery, analysts from Kelley Blue Book predicted on Sunday....
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Ford hires ex-GM sales analyst to boost connectivity technologies

3:18 pm U.S. ET | Dec. 15, 2014

Ford said today it has hired Paul Ballew, a former GM sales analyst, to help speed development of autonomous-driving, mobility and connectivity technologies....
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LINDSAY CHAPPELL

BLOG: Prepare to embrace McLaren's anticipate-and-act tactics

10:20 am U.S. ET | Dec. 5, 2014

People in the car business are so used to being lectured on how they are doing things wrong -- social media, customer service, what have you -- that it’s notable whenever an automotive company sets a new benchmark for the rest of the world....
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Five technologies auto suppliers can bank on, analyst says

3:58 pm U.S. ET | Oct. 10, 2014

The next six years will be boom times for suppliers with the right technology. LED front lights, telematics, cameras, radar and lithium ion batteries are five technologies that will enjoy the biggest growth in global sales through 2020, predicted Itay Michaeli, Citigroup Inc.'s automotive research director....
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NADA economist doubts sales over 17 million will last

1:09 pm U.S. ET | Oct. 10, 2014

New light-vehicle sales will top 16 million units annually in the United States at least until 2018 but won't reach the heights some forecasters -- and automakers -- are anticipating, predicted Steven Szakaly, chief economist of the National Automobile Dealers Association....
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Tesla shares tumble as bullish analyst raises cautions about growth

5:04 pm U.S. ET | Sept. 15, 2014

One of Tesla's strongest supporters on Wall Street issued a cautious report on the maker of luxury electric cars today, sending its shares skidding 9 percent on Monday. Tesla stock rebounded slightly on Tuesday, rising 2.7 percent....
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U.S. sales strength will hold through the year, Edmunds says

4:24 pm U.S. ET | Sept. 9, 2014

August's surge in auto demand in the United States could help lift this year's sales totals above levels last seen in 2006, Edmunds.com analysts said today....
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Tesla stock reaches new record high after bullish analyst report

3:02 pm U.S. ET | Sept. 2, 2014

Tesla Motors shares rose to another record high after an analyst report cited the electric-car maker's increasing production and said it may be worth $400 a share even before it starts making a lower-priced model....
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