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The Latest Breaking News from Adam Jonas

Morning Brief: Top Financial Stories Dominating on Wednesday, May 11

Amazon Key To Rivian's Strategy, EV Maker's Cash Burn In Question, Says Morgan Stanley Analyst

Amazon Key To Rivian's Strategy, EV Maker's Cash Burn In Question, Says Morgan Stanley Analyst

Rivian Automotive Inc’s (NASDAQ: RIVN) highly ambitious and capital intensive plan to ramp up production after initially missing production and delivery target last year could invite investor scrutiny on Wednesday when the electric vehicle startup reports first-quarter earnings after the bell, accordi

Morning Brief: Top Financial Stories Dominating on Monday, May 9

Morning Brief: Top Financial Stories Dominating on Monday, May 9

CNBC Ford Motor Selling 8M Shares Of Rivian Automotive

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Tesla Is Extending Lead In EV 'Arms Race' But Risks Remain: 4 Analysts React To Record Q1

Electric vehicle giant Tesla Inc (NASDAQ: TSLA) reported record revenue, vehicle deliveries, operating profits and operating margins in the

How Tesla Stock Can Be Overvalued And Substantially Undervalued At the Same Time

Notwithstanding mushrooming competition and talk of market share erosion, Tesla, Inc. (NASDAQ: TSLA) is still the unparalleled leader in the electric vehicle race.

Here's Why Tesla Is Poised For Another Record Quarter Amid Odds

Tesla Inc (NASDAQ: TSLA) would likely announce another record quarter despite industrywide supply-chain woes as the high gas prices pushed more buyers toward plug-in models,

Morgan Stanley Cuts Microvast Price Target Post Q4 Results

Morgan Stanley analyst Adam Jonas lowered the price target to $4 (a downside of 30%) from $6 for Microvast Holdings Inc. (NASDAQ:MVST) while maintaining an Underweight rating on the shares. The analyst revised his estimates following the Q4 earnings call to reflect the company's updated outlook. Jonas noted that the current environment is creating challenges…

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With Tesla Localizing EV Production, This Analyst Says Musk's Brand Is Becoming A Renewable Energy Play

With the supply chain in disarray, there's much discussion in the auto industry around vertical integration and localizing production.

Will Rising Metal Prices Drag Tesla Stock?

Will Rising Metal Prices Drag Tesla Stock?

Tesla, Inc. (NASDAQ: TSLA) recently hiked the prices of its more affordable Model 3 sedans and Model Y SUVs in the U.S. and China.

Rising Battery Costs Pressure EV Manufacturers: Is Tesla Better Positioned Than Most?

Rising Battery Costs Pressure EV Manufacturers: Is Tesla Better Positioned Than Most?

The Russian invasion of Ukraine crisis has led to a spike in the prices of materials used in electric vehicle batteries, which account for the bulk of the cost of these eco-friendly vehicles.

Why This Tesla Analyst Thinks This 'One Really Big Item' Could Be Part Of Master Plan Part 3

Why This Tesla Analyst Thinks This 'One Really Big Item' Could Be Part Of Master Plan Part 3

Tesla, Inc. (NASDAQ: TSLA) CEO Elon Musk tweeted a week back that he's working on the EV maker's "Master Plan part 3

Elon Musk Hints At 'Master Plan Part 3': What's In The Works At Tesla?

Elon Musk Hints At 'Master Plan Part 3': What's In The Works At Tesla?

Tesla, Inc.'s (NASDAQ: TSLA) Elon Musk on Thursday sent his followers on a guessing game with a tweet that said he is working on "Master Plan P

Tesla's Morgan Stanley Fremont Factory Tour Reveals Need For Expansion

Tesla's Morgan Stanley Fremont Factory Tour Reveals Need For Expansion

Morgan Stanley's Adam Jonas says the Fremont factory is operating at 50% above its intended capacity. It's out of space, which is complicating other issues.

9 EV Market Trends Seeing Accelerating Adoption Amid Ukraine Crisis: Battery Innovation, Inventory Stocking And More

9 EV Market Trends Seeing Accelerating Adoption Amid Ukraine Crisis: Battery Innovation, Inventory Stocking And More

The war between Ukraine and Russia has the potential to accelerate the structural changes in the electric vehicle industry, according to an analyst at Morgan Stanley. "Some of these changes were already in the works but may have been "pulled forward" by a decade or more," analyst Adam Jonas said in…

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Why Ford Analysts See Reorganization As 'Dawn Of New Era,' Expect Other Automakers To Follow Suit

Ford Motor Company (NYSE: F) announced a reorganization plan Wednesday to separate its internal combustion engine and electric vehicle businesses.

Read Why Morgan Stanley Downgraded This Auto Components Provider

Morgan Stanley analyst Adam Jonas downgraded Lear Corp (NYSE: LEA) to Equal Weight from Overweight with a price target of $175, down from $200, implying a 10% upside.

Morgan Stanley Sees Sharp Upside In This Automobile Components Manufacturer

Morgan Stanley analyst Adam Jonas upgraded American Axle & Manufacturing Holdings Inc (NYSE:AXL) to Overweight from Underweight with a price target of $16, up from $8, implying a 77% upside. While many other legacy OEMs and suppliers plough cash flow into EV projects that "will likely not generate their cost of capital," Jonas thinks American…

Why General Motors Shares Are Falling Today

General Motors Co (NYSE: GM) is trading lower Tuesday after Morgan Stanley analyst Adam Jonas downgraded the stock from an Overweight rating to an Equal-Weight rating and lowered the price target from $75 to $55.

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Tesla's Topline Can Exceed Revenues Of GM And Ford Combined: Analyst Says When And How

Tesla Inc (NASDAQ: TSLA) is the frontrunner in EV manufacturing but it has some catching up to do before it can take the title as top auto industry leader. Morgan Stanley sees this as a very possible scenario.

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