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Electric Vehicles 15 February 2026 - 9 March 2026

NIO Inc Earnings Preview: China EV Maker Faces Crucial Margin Test After Rare Profit Alert

NIO Inc Earnings Preview: China EV Maker Faces Crucial Margin Test After Rare Profit Alert

NIO will report fourth-quarter and full-year 2025 results before U.S. markets open Tuesday, after forecasting its first quarterly adjusted operating profit of 700 million to 1.2 billion yuan. February deliveries jumped 57.6% year-on-year to 20,797 vehicles. NIO recalled 246,229 vehicles in February over a software issue. Shares closed at $4.87 on Monday.
Tesla’s UK Sales Slide 37% as BYD Surges — a Fresh Headache for Elon Musk

Tesla’s UK Sales Slide 37% as BYD Surges — a Fresh Headache for Elon Musk

Tesla’s UK registrations dropped 37% in February, while BYD’s rose 83% to 2,154, according to SMMT. Tesla’s market share slipped to 2.69% as the overall UK market grew 7.2%. An EU filing showed Stellantis, Toyota, and Subaru are not in Tesla’s planned 2026 CO2 compliance pool. At Tesla’s Berlin plant, IG Metall won 13 of 37 works council seats, short of a majority.
Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla shares rose 3.4% to $406.10 on Wednesday after Bank of America reinstated coverage with a buy rating and a $460 price target. UK sales fell 45% in February, while an EU filing showed Stellantis, Toyota, and Subaru have not joined Tesla’s 2026 carbon-credit pool. IG Metall failed to win a majority on the works council at Tesla’s German plant.
Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

Stellantis, Toyota, and Subaru have not joined Tesla’s 2026 EU carbon-credit pool, an EU filing showed, though all three participated in 2025. Stellantis said it may opt in later; Toyota called pooling decisions premature. The EU now allows carmakers to average CO2 targets over 2025–2027. Tesla’s regulatory credit revenue fell 28% to $1.99 billion in 2025.
Tesla stock ends little changed as February Europe sales data hint at stabilising demand

Tesla stock ends little changed as February Europe sales data hint at stabilising demand

Tesla shares closed up 0.2% at $403.32 Monday after European data showed February registrations surged in France and Spain but fell in the Netherlands, Denmark, and Italy. Investors await figures from the UK and Germany later this week. In Spain, Tesla sales jumped nearly 74% year-on-year. U.S. jobs data due Friday may influence broader market sentiment.
Tesla stock slides as oil spikes and Europe sales data lands; Cybertruck pricing in focus

Tesla stock slides as oil spikes and Europe sales data lands; Cybertruck pricing in focus

Tesla shares fell 2.6% to $391.92 in early Monday trading as Middle East tensions drove oil prices higher and investors shifted away from growth stocks. February data showed Tesla registrations rose sharply in France, Spain, and Norway but declined in other European markets. The company raised the listed price of its dual-motor Cybertruck to $69,990.
Tesla stock price ahead of the bell: France and Norway data improve, Cybertruck price rises

Tesla stock price ahead of the bell: France and Norway data improve, Cybertruck price rises

Tesla registrations jumped 55% in France and 32% in Norway in February, easing pressure after two years of falling European sales. Shares last closed at $402.51, down 2.9%. In the U.S., Tesla raised the price of its cheaper Cybertruck variant to $69,990. U.S. stock futures fell over 1% premarket after weekend strikes on Iran and an 8% surge in crude prices.
Tesla stock price slides today as Trump tariff turmoil hits markets — and EV demand worries return

Tesla stock price slides today as Trump tariff turmoil hits markets — and EV demand worries return

Tesla shares fell 2.2% to $402.64 in early New York trading Monday, lagging broader markets after President Trump announced a new 15% tariff. U.S. EV sales dropped nearly 30% in January, with Tesla’s volume down 17% from December, Cox Automotive said. Investors cited tariff uncertainty and weaker demand. Other automakers traded mixed.
BYD stock (002594.SZ) set for a tariff test as Shenzhen trading reopens next week

BYD stock (002594.SZ) set for a tariff test as Shenzhen trading reopens next week

BYD’s Shenzhen shares remain frozen at 90.27 yuan as China’s markets stay closed for the Spring Festival. The U.S. Supreme Court struck down Trump’s emergency tariffs, triggering legal battles over import-duty refunds. Trump repealed the tariffs and imposed a new 10% levy on all imports. BYD’s U.S. subsidiaries have already filed for duty refunds in U.S. court.
Tesla stock barely moves after-hours as Cybertruck price cuts collide with Autopilot verdict

Tesla stock barely moves after-hours as Cybertruck price cuts collide with Autopilot verdict

Tesla shares were flat in after-hours trading after the company launched a cheaper Cybertruck and cut prices on its top model. A U.S. judge upheld a $243 million verdict against Tesla over a 2019 Autopilot crash. The new Cybertruck price is $59,990, with the discount set to expire in 10 days. Investors remain focused on whether lower prices will boost demand without hurting margins.
Tesla stock slips after cheaper Cybertruck launch as Autopilot legal risk returns

Tesla stock slips after cheaper Cybertruck launch as Autopilot legal risk returns

Tesla shares fell about 1% Friday after the company cut Cybertruck prices and introduced a new $59,990 model. A federal judge upheld a $243 million verdict against Tesla over a fatal Autopilot crash. The price cuts raised concerns about profit margins as traders weighed upcoming March data. Tesla stock traded at $407.67, down $4.04 in mid-morning.
Rivian stock jumps 27% after earnings pop — March 12 R2 update is the next test for RIVN

Rivian stock jumps 27% after earnings pop — March 12 R2 update is the next test for RIVN

Rivian shares jumped 26.7% to $17.73 Friday after the company projected 2026 deliveries of 62,000–67,000 vehicles, driven by its new lower-priced R2 SUV. The company expects first R2 deliveries in the second quarter and will reveal more details March 12. Rivian ended 2025 with $6.08 billion in cash. Trading volume reached 128 million shares.
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