Automotive Seating

Business

Baron Discovery Fund Bets Big on indie Semiconductor Amid Market Volatility, Sees Long-Term Value in Auto Tech

Baron Discovery Fund increased its stake in indie Semiconductor (INDI) in Q4 2025, signaling conviction in the automotive chip designer despite recent share price weakness. The move comes as the fund outlines its strategy for navigating a shifting AI landscape and positions for a potential high-growth 2026.

Feb 4, 2026

Business

AutoNation Revs Up: JPMorgan Upgrade and Strategic Acquisition Fuel Investor Confidence

AutoNation Inc. (NYSE: AN), America's largest automotive retailer, is gaining momentum on Wall Street following a bullish upgrade from JPMorgan and a key acquisition, positioning it as a standout in the competitive auto retail sector.

Feb 4, 2026

Business

Rivian Proposes $250M Settlement in Shareholder Lawsuit, Eyes Legal Closure Amid Stock Volatility

Electric vehicle maker Rivian Automotive has put forward a $250 million class action settlement to resolve securities litigation, a move awaiting court approval as its stock continues to navigate turbulent market waters.

Feb 4, 2026

Business

Skyworks Beats Q4 Estimates on Broad Market Strength, Eyes Mobile Recovery and Qorvo Deal

Skyworks Solutions surpassed Wall Street's profit expectations in its latest quarter, driven by growth in automotive and IoT sectors, despite a slight year-over-year revenue dip. The company's forward guidance signals confidence, even as the mobile market shows early signs of a turnaround.

Feb 4, 2026

Business

Tesla's Q4 Earnings: FSD Adoption Tops 1.1 Million, Energy Segment Shines as Analysts Scrutinize Future Roadmap

Tesla's fourth-quarter results highlighted resilient automotive margins driven by a favorable sales mix and surging international deliveries. While Full Self-Driving adoption surpassed a major milestone, management faced pointed analyst questions on robotaxi timelines, supply chain constraints, and the sustainability of growth outside core markets.

Feb 4, 2026

Business

Infineon Rides AI Wave to Strong Q1 Growth, Boosts Investment Amid Surging Demand

German chipmaker Infineon reported increased revenue and profit for its first fiscal quarter, crediting robust artificial intelligence demand and a recovering automotive sector, while announcing accelerated investments to expand production capacity.

Feb 4, 2026

Business

German Auto Industry Finds a Flicker of Hope in European Demand, Ifo Index Shows

A key sentiment index for Germany's crucial automotive sector edged higher in January, driven by improved business expectations within Europe, even as challenges mount in key markets outside the continent.

Feb 4, 2026

Business

Rivian Reaches $250 Million Settlement in Investor Lawsuit as EV Maker Pivots to Software and Mass Market

Rivian Automotive has agreed to a $250 million settlement to resolve a securities class action, a move analysts see as clearing a legal hurdle as the company focuses on launching its R2 SUV and expanding its software and autonomy ambitions.

Feb 4, 2026

Business

Polestar's Survival Bet: Why Some Investors See Deep Value in the Struggling EV Maker

Despite being battered by market pessimism, Polestar Automotive is drawing attention from contrarian investors who see its deep ties to automotive giant Geely as a potential lifeline. With billions in revenue and a powerful backer, the question is whether this EV brand can navigate its cash burn and tariff challenges.

Feb 4, 2026

Business

CarGurus Stock Poised for Rebound as Used Car Market Thaws

After navigating past strategic missteps, online automotive marketplace CarGurus (CARG) is emerging as a leaner, more focused business. With a dominant market position, pricing power, and a cyclical recovery in the used car sector on the horizon, analysts see significant upside potential for the stock.

Feb 4, 2026

Business

From Handsets to High-Tech: Can BlackBerry's Software Pivot Unlock Hidden Value?

Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.

Feb 4, 2026

Business

MBM Resources Berhad: Market Jitters Mask Strong Fundamentals and Growth Trajectory

Despite recent share price weakness, MBM Resources Berhad's robust Return on Equity and consistent earnings growth suggest the automotive group may be undervalued by the market.

Feb 4, 2026

Business

Cirrus Logic Beats Q3 Estimates on Robust Smartphone Demand, Charts Diversification Course

Cirrus Logic (CRUS) reported fiscal Q3 revenue and earnings that topped guidance, fueled by stronger-than-expected smartphone component demand. While smartphone strength drove results, executives detailed growing traction in PC and automotive markets as part of a strategic push to broaden its revenue base beyond its largest customer.

Feb 3, 2026

Business

Tesla's Rocky Road: Why One Analyst Sees Every Stock Dip as a Buying Opportunity

Despite a cooling EV market and recent earnings pressure, Roth Capital's Craig Irwin maintains a bullish $505 price target on Tesla, arguing the stock's long-term catalysts outweigh near-term automotive weakness.

Feb 3, 2026

Business

Infineon Bolsters Sensor Portfolio with €570 Million Deal for ams Osram Assets

German chipmaker Infineon Technologies AG has agreed to acquire a significant portion of ams Osram's sensor business for €570 million, a strategic move set to enhance its offerings in automotive, industrial, and medical markets and add an estimated €230 million in revenue by 2026.

Feb 3, 2026

Business

NXP Navigates Portfolio Shift: Auto and Industrial Strength Drives Q4 Beat, But Strategic Pivot Raises Questions

NXP Semiconductors surpassed Q4 revenue forecasts, fueled by a rebound in automotive and industrial demand. However, the chipmaker's strategic retreat from certain businesses and lingering market skepticism tempered the upbeat results, as shares dipped post-earnings.

Feb 3, 2026

Business

NXP Posts Solid Q4, Beats Guidance as Strategic Pivot Takes Shape

NXP Semiconductors reported Q4 revenue and earnings above expectations, fueled by improving end-market demand. The company outlined a strategic shift, exiting RF Power development and completing the sale of its MEMS sensor unit, to sharpen focus on automotive and AI-driven opportunities.

Feb 3, 2026

Business

Flexsteel Navigates Tariff Turbulence, Posts Ninth Straight Quarter of Sales Growth

Amidst volatile furniture market conditions, Flexsteel Industries reports a 9% rise in Q2 sales, driven by pricing actions and soft seating demand. While profitability improves, management warns of margin pressure ahead as higher-cost, tariff-laden inventory moves through the system.

Feb 3, 2026

Business

Seizert Capital Doubles Down on LKQ with $15 Million Bet Amid Auto Industry Uncertainty

Investment firm Seizert Capital Partners has significantly increased its stake in auto parts distributor LKQ Corp., committing an additional $15.2 million even as the company navigates a shifting automotive landscape and stock price pressures.

Feb 3, 2026

Business

European Auto Industry at a Crossroads: Supplier Chief Warns of Job Losses Amid Chinese EV Onslaught

The head of a major US auto parts supplier, following its acquisition of Britain's GKN Automotive, cautions that European nations must implement protective policies or face severe job losses as affordable Chinese electric vehicles reshape the market.

Feb 3, 2026