The Zacks Analyst Blog Highlights General Motors, Toyota Motor, Ford, Tesla and Stellantis

For Immediate ReleaseChicago, IL – January 14, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: General Motors GM, Toyota Motor TM, Ford F, Tesla TSLA and Stellantis STLA.Here are highlights from Tuesday’s Analyst Blog:U.S. Auto Industry 2025 Review and What to Expect from 2026   Despite high vehicle prices, rising financing costs and tariff pressure, the U.S. auto industry had a surprisingly strong 2025. Total sales rose about 2% to roughly 16.2 million units, marking the best year since 2019. Early-year demand, especially for trucks and SUVs, fueled growth, though the market slowed in the fourth quarter as electric vehicle (EV) demand cooled following the expiration of federal tax credits.Car buyers faced record prices, paying an average of $50,326 for a new vehicle in December 2025, per Kelley Blue Book. That marked a 0.8% increase from November's $49,814 average, highlighting the continuing pressure on affordability in the U.S. auto market.Against this backdrop, here's a closer look at how the U.S. auto industry and major auto giants performed in 2025.Key Highlights - 2025Top Automakers by SalesGeneral Motors held its position as the top-selling automaker in the United States, delivering 2.85 million vehicles in 2025, up 5.5% from 2024. Gains came across Chevrolet, Cadillac, GMC and Buick. The company extended its leadership in full-size pickups for the sixth straight year, with sales reaching 940,000 units. General Motors also ranked as the nation's second-largest EV seller.Toyota Motor was the second largest seller in the country, delivering 2,518,071 vehicles, an 8% rise from 2024. Electrified models accounted for 47% of the sales. The Toyota brand delivered 2,147,811 units, while Lexus had a record year with 370,260 sales, driven by popular models like the RAV4 and Camry.Ford was the third best seller, with total annual sales reaching 2.2 million vehicles, giving the company a 13.2% market share. Ford's F-Series remained America's best-selling truck in 2025, with sales topping 828,832 units, up 8.3%.While F and GM sport a Zacks Rank #1 (Strong Buy) each at present, Toyota carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank stocks here.EV Trends & Tesla's StruggleU.S. EV sales had a rollercoaster year. Early demand spiked ahead of the expiring federal tax credit, driving a record third quarter but the fourth quarter saw a sharp slowdown as incentives ended and affordability concerns grew.Tesla faced its second consecutive annual delivery decline. For the full year, deliveries totaled roughly 1.64 million vehicles (comprising 1.58 million units of Model 3/Y and 50,850 other models). That denotes a decline from nearly 1.8 million vehicles sold in 2024. Falling incentives, competition from Chinese EV makers like BYD, and an aging fleet contributed to the full-year decline.Legacy automakers adapted to cooling EV demand. Companies like Ford, General Motors and Stellantis made aggressive EV commitments during the Biden years. But with consumer demand cooling and incentives fading, they decided to "right-size" their EV plans to match real demand. These companies are now shifting resources toward higher-margin vehicles and proven revenue drivers.As such, GM is set to book $7.6 billion in EV-related charges for 2025, while Ford is expecting $19.5 billion in special charges, with $5.5 billion impacting cash flows through 2026–27. Stellantis has delayed its all-electric RAM pickup and the Ramcharger EREV to late 2026, pivoting toward hybrids and a balanced lineup. STLA acknowledged that strategic changes will lead to meaningful one-time costs, but hasn't disclosed the exact amount.Autonomous VehiclesCompanies are accelerating in autonomous mobility. Waymo, Zoox, and Tesla expanded robotaxi services, signaling that self-driving technology is becoming a core focus.U.S. Auto Industry Outlook - 2026The U.S. auto industry enters 2026 with caution. While easing inflation and expected interest rate cuts should support buying power to some extent, a slower labor market and weaker job growth may affect consumer confidence, making families more hesitant to spend on big-ticket items like cars.Government policy will remain a major factor. Tariffs, changing fuel economy rules and potential tax policy shifts will create a constantly changing environment. The renegotiation of the USMCA trade deal in 2026 will be especially important for automakers. Meanwhile, the EV market will enter a new phase. Incentives have expired, and many off-lease EVs will flow into the used market, which may reshape pricing and demand.Artificial intelligence will continue to transform the industry. Companies are making investments in AI to improve efficiency. Early adopters will gain an advantage, but rising competition may also intensify pressure. The big question is whether AI spending will truly create value or pull resources away from critical traditional R&D.Per Cox Automotive, new-vehicle sales are projected to fall to about 15.8 million units in 2026, down 2.4% from 2025.So, while 2026 may not match the strength of 2025, the industry remains focused on strategic positioning, disciplined execution and preparation for the next major phase of transformation.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Just Released: Zacks Top 10 Stocks for 2026Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F): Free Stock Analysis Report Toyota Motor Corporation (TM): Free Stock Analysis Report General Motors Company (GM): Free Stock Analysis Report Tesla, Inc. (TSLA): Free Stock Analysis Report Stellantis N.V. (STLA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks