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Electric Vehicles 26 January 2026 - 3 February 2026

Rivian (RIVN) Assigned $23 Price Target, Software Strength Supports Margins
BYD stock tumbles to a one-year low after January sales drop — what investors watch next

BYD stock tumbles to a one-year low after January sales drop — what investors watch next

BYD’s Hong Kong-listed shares slid 6.9% to HK$91 on Monday, hitting their lowest point in at least a year as January sales disappointed and changes to subsidies hit lower-priced models. On the mainland, its Shenzhen-listed shares declined 4.2% to 87.05 yuan. Other automakers like Geely Auto, Leapmotor, Xiaomi, and XPeng also fell, dropping between 1.2% and 6.8%. “Investors were likely surprised by the large degree of the domestic decline,” noted Eugene Hsiao of Macquarie Capital.
EV stocks face Monday test: BYD sales slump hits demand mood, Tesla pops on Musk deal talk

EV stocks face Monday test: BYD sales slump hits demand mood, Tesla pops on Musk deal talk

BYD reported January vehicle sales dropped 30.1% compared to the same month last year, hitting 210,051 units and marking the fifth consecutive month of declines. According to a filing, exports of its “new-energy vehicles”—a category covering battery-electric and plug-in hybrids—reached 100,482 units.
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#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
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AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

NYSE: DIS 90 / 100
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American International Group

NYSE: AIG 87 / 100
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