Auto & Transport Roundup: Market Talk

BUSINESS The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0534 GMT – BYD’s overseas market development remains positive despite weaker-than-expected 2Q earnings, Daiwa’s Kelvin Lau writes in a note. Go to Source

Chinese battery maker CATL expects Hungarian production to start by early 2026

MUNICH (Reuters) -Chinese battery maker CATL’s new plant in Hungary is expected to start production by early next year, its general manager for Europe said on Sunday, as the company looks to the region for growth. CATL invested 7.3 billion euros ($8.55 billion) in the plant in the eastern city of Debrecen, seeking to expand… Continue reading Chinese battery maker CATL expects Hungarian production to start by early 2026

CATL Launches Shenxing Pro, Europe’s Optimal Solution for E-Mobility at IAA Mobility 2025

MUNICH, Sept. 7, 2025 /PRNewswire/ — At CATL Open Day, the company unveiled Shenxing Pro, the world’s first lithium iron phosphate (LFP) battery that can achieve sustained high voltage supply, maintained power, no fire, and no smoke after thermal runaway. Designed to meet Europe’s e-mobility needs, Shenxing Pro sets new benchmarks in safety, lifespan, range, and superfast-charging,… Continue reading CATL Launches Shenxing Pro, Europe’s Optimal Solution for E-Mobility at IAA Mobility 2025

CIBC Stays Cautious on Magna (MGA) Despite Improving Auto Outlook

Magna International, Inc. (NYSE:MGA) is one of the best electric vehicle supply chain stocks to buy right now. On August 26, CIBC analyst Ty Colin reaffirmed his Neutral rating on Magna International, Inc. (NYSE:MGA) and raised his 12-month price target slightly, from $46 to $47. As of September 5, the stock was trading at $45.46. The… Continue reading CIBC Stays Cautious on Magna (MGA) Despite Improving Auto Outlook

Baird Upgrades BorgWarner (BWA) to Outperform on Hybrid Vehicle Strength

BorgWarner Inc. (NYSE:BWA) is one of the best electric vehicle supply chain stocks to buy right now. On September 3, Baird upgraded BorgWarner Inc. (NYSE:BWA) from Neutral to Outperform while increasing its 12-month price target from $41 to $52, implying an 18.1% upside from the current level of $44.03 at the end of the trading session… Continue reading Baird Upgrades BorgWarner (BWA) to Outperform on Hybrid Vehicle Strength

Baird Reiterates Outperform on Aptiv (APTV) Amid Improving Auto Trends

Aptiv PLC (NYSE:APTV) is one of thebest electric vehicle supply chain stocks to buy right now. On September 3, Baird analyst Luke Junk maintained his Outperform rating on Aptiv PLC (NYSE:APTV), while increasing his 12-month price target from $84 to $97. That is an implied upside of 20.91% based on the market price of $80.22 on… Continue reading Baird Reiterates Outperform on Aptiv (APTV) Amid Improving Auto Trends

BofA Securities Asserts Sigma Lithium Corporation (SGML)’s ‘Buy’ Rating on Spodumene Market Opportunity

Sigma Lithium Corporation (NASDAQ:SGML) is one of the top lithium stocks to buy now. On August 26, BofA Securities initiated coverage of the stock with a “Buy” rating and a $12 price target. The research firm resumed coverage, impressed by improvements in the spodumene market. BofA Securities Asserts Sigma Lithium Corporation (SGML)’s ‘Buy’ Rating on… Continue reading BofA Securities Asserts Sigma Lithium Corporation (SGML)’s ‘Buy’ Rating on Spodumene Market Opportunity

Palantir Technologies (PLTR) Expands Global Partnerships and AI Solutions for Industry Giants

Palantir Technologies recently announced a five-year expansion of its partnership with Lear Corporation and a new collaboration with Lumen Technologies. These alliances highlight Palantir’s ongoing commitment to enhancing operational efficiency and innovation through its AI capabilities. Throughout the last quarter, Palantir’s stock rose 22%, a notable movement in a market that saw indexes like the… Continue reading Palantir Technologies (PLTR) Expands Global Partnerships and AI Solutions for Industry Giants

Jim Cramer on Eaton: “It is Just a Terrific Stock”

Eaton Corporation plc (NYSE:ETN) is one of the stocks that Jim Cramer recently shed light on. Inquiring about the stock, a caller expressed that they have been thinking about adding to their position. In response, Cramer said: “I think you should. Now, my Charitable Trust owns it. We talk about it a lot for, we… Continue reading Jim Cramer on Eaton: “It is Just a Terrific Stock”

ALSN- A Vehicle Transmission Supplier with Attractive Fundamentals

Allison Transmission Holdings Inc. (ALSN) is a leading designer and manufacturer of fully automatic transmissions for medium and heavy-duty commercial vehicles and medium and heavy-tactical US defense vehicles. Their strong OEM relationships and high barriers to entry provide a robust foundation for sustained market leadership, notes Kelley Wright, editor of IQ Trends. To get more articles and chart… Continue reading ALSN- A Vehicle Transmission Supplier with Attractive Fundamentals