Category: Suppliers

Is Eaton Corporation plc (ETN) Leveraging Secular Tailwinds?

TCW funds, an investment management company, released its “TCW Concentrated Large Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their rally in the third quarter, driven by continued optimism around AI investments and positive corporate earnings. Against this backdrop, the fund (I share) returned +4.11%… Continue reading Is Eaton Corporation plc (ETN) Leveraging Secular Tailwinds?

Reassessing Eaton (ETN) Valuation After Its Recent Pullback and Multiyear Rally

Eaton (ETN) has eased off its highs after a sharp multiyear climb, with the stock down about 2 % over the past month and roughly 4 % over the past year. This performance is prompting a fresh look at valuation and growth. See our latest analysis for Eaton. That recent pullback, including an 11.3% 90-day… Continue reading Reassessing Eaton (ETN) Valuation After Its Recent Pullback and Multiyear Rally

Is Eaton’s Valuation Still Justified After Its Huge Multi Year Share Price Surge?

Wondering if Eaton at around $323 a share is still a smart buy or if the big gains are already behind it? This article is going to unpack what the current price really implies about its value. The stock has dipped slightly in the short term, with returns of 2.5% over the last week but… Continue reading Is Eaton’s Valuation Still Justified After Its Huge Multi Year Share Price Surge?

CATL Pushes Global Expansion as China EV Growth Slows

This article first appeared on GuruFocus. CATL’s battery manufacturing scale continues to stand out as global EV demand evolves. At its flagship facility in Ningde, the company operates a largely automated production line capable of producing up to 60 gigawatt-hours of lithium-ion batteries annually, a volume described as sufficient to power roughly 1 million Model… Continue reading CATL Pushes Global Expansion as China EV Growth Slows

Will Serve Robotics’ Gen-3 Robots Drive Faster Unit Economics?

Serve Robotics SERV is betting that its third-generation (Gen-3) delivery robots will materially accelerate unit-level economics as the company scales nationally. Early operational data suggests this thesis is gaining traction. The Gen-3 platform represents a step-change in both cost structure and performance. Management disclosed that Gen-3 robots are produced at roughly one-third the cost of… Continue reading Will Serve Robotics’ Gen-3 Robots Drive Faster Unit Economics?

Is Trending Stock Eaton Corporation, PLC (ETN) a Buy Now?

Eaton (ETN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock’s performance in the near term. Over the past month, shares of this power management company have returned -4.1%, compared to the Zacks S&P 500 composite’s +4.7%… Continue reading Is Trending Stock Eaton Corporation, PLC (ETN) a Buy Now?

3 Auto Stocks Accelerating as EV Sales Surge Into 2026

Global electric vehicle sales reached approximately 2 million units in November 2025, bringing year-to-date sales to around 18.5 million vehicles, per Benchmark Mineral Intelligence report, as cited in Electrek article. This represents a 21% increase compared with the same period in 2024. EVs account for over one-quarter of all new cars sold worldwide in 2025,… Continue reading 3 Auto Stocks Accelerating as EV Sales Surge Into 2026

Tesla EV Sales Collapse Nearly 40% in Europe Amid Rising Competition

This article first appeared on GuruFocus. As 2025 comes to an end, and while we take a look back at Tesla’s (NASDAQ:TSLA) EV business, the year has not been as good as the start, especially in Europe. Tesla had a rough year in the European Union. Sales of its electric vehicles slumped sharply in the… Continue reading Tesla EV Sales Collapse Nearly 40% in Europe Amid Rising Competition

Is It Too Late To Consider BYD After Its Strong Multi Year Share Price Run?

If you are wondering whether BYD is still a smart buy after its big multiyear run, or if the easy money has already been made, you are not alone. That is exactly what this article will unpack. Despite some recent choppiness, with the stock down 1.5% over the last week and roughly flat over 30… Continue reading Is It Too Late To Consider BYD After Its Strong Multi Year Share Price Run?