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Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix (OCUL) is heavily trending amid high anticipation for imminent topline data from its Phase 3 superiority trial of Axpaxli in wet AMD, with the community widely expecting positive results to drive significant upside. Adding to the bullish sentiment, speculation of a sweetened Sanofi buyout offer, following a rejected previous bid, is fueling active discussion around potential acquisition prices and a forthcoming short squeeze.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Compass Pathways is garnering significant attention following accelerated commercial launch plans by 9-12 months and FDA clearance for late-stage PTSD trials, sparking community discussion about its potential as a first-mover in the evolving psychedelic therapeutics sector.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

A major acquisition offer for Zim Integrated Shipping Services is driving intense conversation, with many anticipating a significant short squeeze, while others debate the deal's valuation and the crucial factor of Israeli government and worker approval.

eToro Group Ltd. engages in the development, management, and provision of online trading software solutions and services. The firm's trading platform, eToro, allows users to trade financial instruments. It also enables non-professionals to trade in markets that were previously the exclusive arena of professional investors. The company was founded by Johnathan Alexander Assia, Guy Gamzu, David Ring, and Ronen Assia on December 14, 2006 and is headquartered in Bnei Braq, Israel.

Etoro Group Ltd - Ordinary Shares - Class A

eToro Group Ltd

eToro is trending following the announcement of an increased share repurchase program and recent financial updates that have sparked community discussion regarding its perceived undervaluation compared to rivals. Investors are actively debating institutional accumulation and potential market dynamics influencing its current price action.

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX.

Builders Firstsource Inc

Builders FirstSource is trending as its recent adjusted EPS miss and conservative outlook spark intense community debate over financial health and debt strategy within a volatile housing sector. This sentiment is further complicated by ongoing acquisition speculation and a substantial insider share purchase, leaving investors divided on the company's future trajectory.

CNH Industrial NV is an equipment and services company, which develops, manufactures and sells specialized machines and services for the farming and construction industries, and supplies replacement parts and accessories. It operates through the following operating segments: Agriculture, Construction, and Financial Services. The Agriculture segment designs, manufactures, and distributes a full line of farm machinery and implements, including two-wheel and four-wheel drive tractors, crawler tractors, combines, grape and sugar cane harvesters, hay and forage equipment, planting and seeding equipment, soil preparation and cultivation implements and material handling equipment. The Construction segment comprises of a full line of construction equipment including excavators, crawler dozers, graders, wheel loaders, backhoe loaders, skid steer loaders, and compact track loaders. The Financial Services segment offers retail note and lease financing to end-use customers for the purchase of new and used agricultural and construction equipment and components. The company was founded in 1866 and is headquartered in London, the United Kingdom.

CNH Industrial NV

CNH Industrial is seeing increased investor discussion after a recent earnings beat and amid activist investor interest, with the community debating its potential as an undervalued cyclical play in the challenging but evolving agriculture and construction equipment sectors.

Louisiana-Pacific Corp. engages in the provision of building solutions. It operates through the following segments: Siding, Oriented Strand Board (OSB), LP South America (LPSA), and Other. The Siding segment offers engineered wood siding trim and fascia, including LP SmartSide Trim and Siding, LP SmartSide ExpertFinish Trim and Siding, LP BuilderSeries Lap Siding, and LP Outdoor Building Solutions. The OSB segment includes structural panel products for roof decking, sidewall sheathing, and floor underlayment. The LPSA segment manufactures and distributes LP OSB structural panel and siding products in South America and certain export markets. The Other segment refers to off-site framing operations, remaining timber and timberlands, and other minor products, services, and closed operations. The company was founded in 1972 and is headquartered in Nashville, TN.

Louisiana-Pacific Corp.

LP Building Solutions is trending after its Q4 earnings report, which highlighted an adjusted EPS beat against a revenue miss and negative GAAP EPS, alongside a cautious Q1 outlook predicting a decline in siding sales and an OSB segment loss. The community is keenly observing if the strength in Siding can continue to counterbalance weakness in the OSB segment amidst persistent housing market volatility and broader sector concerns.

Allegion Plc engages in the provision of security products and solutions that keep people safe, secure, and productive. It operates through the Allegion Americas and Allegion International segments. The Allegion Americas segment offers security products, services, and solutions throughout North America. The Allegion International segment refers to security products, services, and solutions primarily throughout Europe, Asia and Oceania. The company was founded on May 9, 2013 and is headquartered in Dublin, Ireland.

Allegion plc

Allegion (ALLE) is trending following its recent strong Q4 earnings report and positive FY26 guidance, showcasing robust revenue growth and profitability in its security and safety solutions segment. The community is actively discussing the company's consistent performance, strategic acquisitions, and steady demand from non-residential markets, with many evaluating its growth trajectory and ideal entry points.

BitGo Holdings, Inc. provides cryptocurrency custody solutions. It offers self-custody wallet, qualified custody, liquidity and prime, and infrastructure-as-a-service. The company was founded by Michael Belshe in 2013 and is headquartered in Palo Alto, CA.

BitGo Holdings Inc. - Ordinary Shares - Class A

BitGo is trending as multiple investment banks initiate 'Buy' ratings, highlighting its institutional digital asset custody and prime brokerage model as a resilient 'monopoly' poised for significant growth. The community is actively debating its perceived undervaluation and potential for a short squeeze amidst concerns over initial post-IPO volatility and broader crypto market sentiment.

Labcorp Holdings, Inc. provides laboratory services to help doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. The company was founded on April 16, 2024 and is headquartered in Burlington, NC.

Labcorp Holdings Inc.

Laboratory Corp. Of America Holdings

Labcorp is trending due to recent earnings results and forward guidance, sparking mixed community reactions regarding growth expectations. Concurrently, discussions highlight the company's strategic expansion in high-growth areas like oncology and Alzheimer's diagnostics, set against the backdrop of potential industry-wide Medicare payment reductions.

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<ul class="summary-bullets"><li>Ford’s Q4 adjusted EPS fell to $0.13, hit by supplier disruptions, tariffs, and EV pricing pressure.</li><li>The Model e EV unit is expected to lose $4–$4.5 billion in 2026.</li><li>BYD overtook Ford in global vehicle sales for the first time, highlighting mounting pressure from Chinese automakers.</li></ul>Ford&nbsp;Motor Co. shares&nbsp;rose slightly overnight despite a sharp fourth-quarter (Q4) earnings miss, as investors weighed a more stable 2026 outlook against a rapidly intensifying competitive threat from China.<h2 class="st-heading-2">Ford Q4 Print</h2>Ford <a href="https://stocktwits.com/news-articles/markets/equity/ford-fourth-quarter-earnings-2025/cZbUkTbR4pV">reported</a> adjusted earnings of $0.13 per share for Q4, below last year’s $0.39 and short of expectations. The carmaker blamed production disruptions from a fire at a Novelis aluminum supplier, higher tariff costs, and persistent pricing pressure in EVs. However, quarterly sales rose to $45.9 billion, beating estimates.Ford guided to full-year 2026 adjusted earnings before interest and taxes (EBIT) of $8 billion to $10 billion, in line with Wall Street forecasts and higher than the $6.8 billion generated last year. Most of that profit is expected to come from its commercial vehicle business, with EBIT projected at $6.5 billion to $7.5 billion. Gas and hybrid models are expected to contribute another $4 billion to $4.5 billion.The company also said its Model e unit is likely to post losses of $4 billion to $4.5 billion next year. It plans to increase capital spending to $9.5 billion to $10.5 billion and targets free cash flow of $5 billion to $6 billion.The quarter included $15.5 billion in special charges tied largely to Ford’s EV strategy reset, as demand cooled and policy support weakened. The company said another $7 billion in charges is expected across 2026 and 2027.<h2 class="st-heading-2">Ford Faces Growing Competition From China</h2>Meanwhile, Ford is facing increasing competition from Chinese automakers globally. China’s BYD overtook Ford in global vehicle sales for the first time last year as Ford’s wholesales fell nearly 2% in 2025 to just under 4.4 million vehicles, while BYD reported about 4.6 million.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260211_124624827_png_06a912dca4.webp" alt="koyfin_20260211_124624827.png">Ford gained ground in the U.S., but lost share in Europe and especially China, where domestic players such as BYD, Xiaomi, and Geely are winning customers with lower-priced, tech-heavy EVs. BYD’s exports reached 1.05 million vehicles last year and are set to climb further, intensifying pressure on legacy automakers like Ford, Toyota, and General Motors.In a bid to tackle competition in China, Ford is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/https-www-wsj-com-business-autos-china-geely-auto-us-market-6d2d67ca-3808e678">reportedly</a> weighing a potential partnership with BYD to source batteries for some of Ford’s hybrid vehicles. One option under consideration involves importing BYD-made batteries to Ford plants outside the U.S.In addition to Ford, Tesla also lost its crown as the world’s top EV seller to BYD after annual deliveries fell for a second straight year. Tesla’s annual deliveries declined by nearly 9%, while BYD delivered about 2.26 million EVs, compared with Tesla’s roughly 1.64 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Ford flipped from ‘neutral’ to ‘extremely bullish’ amid a 422% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/f_ss_png_ee54e9aea5.webp" alt="f ss.png" width="964" height="145"><figcaption>F sentiment and message volume as of February 11 | Source: Stocktwits</figcaption></figure>One user said, “Didn't we already price in the losses stemming from the EV segment? We knew this was coming.”<stembedurl>https://stocktwits.com/LibertarianTreehugger/message/644625331</stembedurl>Another user said, “as long as they pay dividends this is a good buy If they ever reduced dividend or stop it this will be at 99 cents or under”<stembedurl>https://stocktwits.com/LOST_BUT_WON/message/644617854</stembedurl><a href="https://stocktwits.com/symbol/F">Ford’s stock</a> has risen 56% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A street-level view of the American automaker brand and official Ford car dealership in Madrid, Spain. (Photo by Xavi Lopez/SOPA Images/LightRocket via Getty Images)

Ford Stock Steadies Overnight After Huge Earnings Miss — But A Great Chinese Challenge Emerges

The carmaker guided to a broadly in-line 2026 EBIT of $8 billion-$10 billion, led by strength in commercial vehicles.

Ford Stock Steadies After Huge Earnings Miss, But BYD Threat Looms Large

Equity

<ul class="summary-bullets"><li>BYD previewed the Song Ultra EV, a higher-powered, all-electric addition, with advanced driver-assistance features.</li><li>The Song family remains a key sales driver despite softer momentum late last year.</li><li>The teaser comes as BYD leans more heavily on overseas growth, targeting roughly 1.3 million EV sales outside China.</li></ul>BYD shares rose nearly 1% in Hong Kong after the EV maker offered a first look at the Song Ultra EV, signaling another refresh of a lineup that has long carried its domestic sales.&nbsp;<h2 class="st-heading-2">BYD Previews New Song Ultra EV&nbsp;</h2>The Song Ultra EV will be the newest addition to BYD’s Song family. Lu Tian, who oversees sales for the Dynasty lineup, posted the first image on Weibo and described it as the brand’s first B-class pure electric SUV. Details remain limited, but the model entered China’s industry regulator catalog last month, a typical step just ahead of a launch, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/02/04/byd-teases-song-ultra-ev/">report</a> by CnEVPost.Dimension-wise, it is slightly larger than the Song L EV and brings more muscle. The Song Ultra EV uses a single-motor, rear-wheel-drive setup with up to 270 kW of power and a top speed of 210 km/h. BYD also plans to offer optional LiDAR, alongside its “God’s Eye B” driver-assistance system with Urban Navigation on Autopilot.<h2 class="st-heading-2">Song Lineup Remains a Core Sales Driver for BYD</h2>The Song series is still one of BYD’s biggest sellers, making up about 17% of group sales in 2025, or roughly 788,000 vehicles. Even so, momentum has cooled toward year-end, with December sales down 56% from a year earlier. Updating a core model like the Song is one way BYD is trying to steady volumes at home.Beyond China, BYD has been accelerating its global expansion. The company has said it is targeting a roughly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-out-tesla-byd-plans-to-boost-sales-outside-china-as-ev-push-revs-up/cmy7k8JR4WH">25% increase</a> in overseas EV sales, aiming to sell about 1.3 million vehicles outside China this year. In 2025, BYD delivered about 4.6 million vehicles globally, overtaking Tesla to become the world’s largest EV seller, helped by strong growth in exports to Europe, Southeast Asia, and Latin America.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/byddf_ss_png_d171b419a0.webp" alt="byddf ss.png" width="969" height="144"><figcaption>BYDDF sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has declined nearly 2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A "BYD Song PLUS DM-i" electric vehicle is displayed at a store of the listed company BYD. (Photo by Wang Qiming/VCG via Getty Images)

BYD Stock Rises In Hong Kong After Teasing Song Ultra EV In Bestselling SUV Family

Updating a core model like the Song is one way BYD is trying to steady volumes at home.

<ul class="summary-bullets"><li>January sales data pressured Chinese EV stocks across the board.</li><li>Nio’s deliveries jumped year-on-year but fell sharply from December.</li><li>The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries.&nbsp;</li></ul>Shares of Nio slid nearly 6% in Hong Kong trading on Monday,&nbsp;trading&nbsp;in line with a broad sell-off&nbsp;witnessed across Chinese electric vehicle stocks, even after the company posted a sharp jump in January deliveries.Other Chinese EV makers, including XPeng dropped nearly 9%, Li Auto fell around 4%, and BYD slid roughly 8% as investors digested fresh sales data from across the sector.<h2 class="st-heading-2">China EV Opens The Year On A Soft Note</h2>The plunge comes after January delivery numbers suggested a bumpy start to 2023 for much of China’s EV sector.BYD, China’s biggest new energy vehicle producer, sold 210,051 cars in January, down 30.1% annually. XPeng made 20,011 deliveries, down 34.1% on an annual basis and plunging 46.7% from December.Meanwhile, Li Auto made 27,668 deliveries, marking its eighth straight year-on-year drop, while sales also slumped 37.5% from the previous month.<h2 class="st-heading-2">Nio’s Delivery Growth Fails To Lift Stock</h2>Nio’s delivery volume against that backdrop still stood out, at least when compared with the prior year. The firm said it delivered 27,182 vehicles in January 2026, up 96.1% from a year earlier. However, deliveries declined 43.5% from December, which weighed on investor sentiment.Of those deliveries, 20,894 were Nio-branded vehicles, 3,481 were from its family-oriented sub-brand Onvo, while 2,807 were from its small EV brand Firefly. Cumulative sales rose to 1.02 million as of the end of January, surpassing the one-million-vehicle milestone.<h2 class="st-heading-2">ES8 Emerges As The Standout</h2>Much of Nio’s January performance rested on a single model. The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries. This is a dramatic increase from the 446 units delivered in January last year, reflecting the rapid ramp-up following the model’s launch at Nio Day in September 2025.Even so, ES8 deliveries were down about 21% from December’s record 22,258 units, when the model became China’s best-selling large SUV, according to the company. Nio also said it recently delivered its 60,000th third-generation ES8, just two weeks after reaching the 50,000-unit milestone.Deliveries at Onvo fell more than 61% from December, while Firefly deliveries dropped over 60% month-on-month. More detailed model-level data is expected later this month.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nio was ‘extremely bullish’ amid ‘extremely high’ message volume.One user described the sell-off as an “excellent buying opportunity,” saying they were preparing to add to their position and would increase purchases if the stock dropped further.<stembedurl>https://stocktwits.com/nanthor/message/643636266</stembedurl>Another user said, “looking like the es8 may be the savior of this company.”<stembedurl>https://stocktwits.com/nml7/message/643625997</stembedurl><a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed stock</a> has risen 6% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A new energy vehicle is being displayed at a NIO New energy vehicle store in Tianjin, China, on June 30, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Nio Stock Tumbles 6% In Hong Kong Even After Massive Delivery Jump — Here’s What The Market Is Missing

ES8 drove volumes, while Onvo and Firefly saw steep sequential declines.

The BYD logo is being displayed on a smartphone with the Tesla logo visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Watch Out, Tesla: BYD Plans To Boost Sales Outside China As EV Push Revs Up

Tesla, Inc. investors may want to pay close attention. China's BYD Co. is increasingly setting its sights on the U.S. EV maker's core markets. BYD is targeting a 25% increase in electric vehicle sales outside China this year, 

China’s BYD plans to boost sales outside its home market by 25% this year.


<ul class="summary-bullets"><li>Ford and BYD are reportedly discussing how a potential partnership would work.</li><li>BYD hasn't made passenger car batteries in the U.S. till date.&nbsp;</li><li>Ford is also putting up a battery plant in Michigan where it intends to build low cost cells starting this year with the help of technology from Chinese battery maker CATL.</li></ul> Dearborn-based automaker Ford Motor Co. (F) is reportedly in talks with BYD Co. Ltd. (BYDDF) about a potential partnership involving the use of the Chinese player’s batteries in Ford’s hybrid vehicles.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/ford-byd-in-talks-for-hybrid-vehicle-batteries-after-ev-market-flames-out-3808e678?mod=wsj_FV">reported</a> on Thursday, citing people familiar with the matter, that the talks are continuing and might not culminate in a deal. The two carmakers are reportedly discussing how a potential partnership would work, and are considering ideas including Ford importing batteries from BYD to non-U.S. factories.Shares of F traded marginally in the green at the time of writing.<h2 class="st-heading-2">BYD’s EV And Battery Capacities</h2>BYD is the world’s largest EV maker. Unlike its American counterpart Tesla, BYD makes both plug-in hybrid, and battery-powered electric vehicles.The company makes most of its batteries in China but it is also building capacity in overseas plants. While BYD has made some batteries for commercial vehicles at its California bus-manufacturing plant, it hasn't yet made passenger car batteries in the U.S., WSJ noted.Meanwhile, Ford is also putting up a battery plant in Michigan, where it intends to build low-cost cells starting this year with the help of technology from Chinese battery maker Contemporary Amperex Technology Co. (CATL) to power its future electric vehicles.<h2 class="st-heading-2">Ford’s Pivot Away From EVs</h2>The report of the new deal talks comes on the heels of Ford realigning its EV strategy last month, pivoting away from pure EVs, and towards hybrid and plug-in hybrid vehicles.Ford said in December that it expects to incur $19.5 billion in EV-related charges after it killed several big EV models to stem losses from the segment. While a majority of the charges would be incurred in the fourth quarter, the remaining will be incurred in 2026 and 2027, the company said.“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs and regulatory changes,” the company had said.CEO Jim Farley had noted that the move is centered on customer demand. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high margin opportunities like our new battery energy storage business,” he said.In the fourth quarter of 2025, the automaker reported that its hybrid sales rose about 18% to 55,374 vehicles while pure EV sales declined by about 52% to 14,513 units.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around F stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume dipped from ‘extremely high’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/F">F stock</a> has gained 39% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/disc-medicine-sanofi-eli-lilly-shares-slip-on-reports-of-fda-increasing-review-time-for-drugs/cmU1rSfR4JO">Disc Medicine, Sanofi, Eli Lilly Shares Slip On Reports Of FDA Increasing Review Time For Drugs Granted Priority Review Vouchers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Ford exhibit area is shown at the 2025 Detroit Auto Show at Huntington Place on January 10, 2025 in Detroit, Michigan. 

Ford Contemplates Deal With Chinese Rival BYD As It Seeks To Scale Hybrids: Report

The Wall Street Journal reported on Thursday, citing people familiar with the matter, that the talks between the two companies are continuing and might not culminate in a deal.

<ul class="summary-bullets"><li>Tesla shares opened the new year on a dour note following a week of declines and a softer delivery update.</li><li>Musk’s post about dining with Trump drew retail buzz over the weekend.</li><li>Tesla is scheduled to report quarterly earnings on Jan.28.</li></ul>Tesla, Inc.&nbsp;entered 2026 under pressure, posting its seventh consecutive loss on Friday, the first trading day of the year, marking a slide that was followed over the weekend by a post from CEO Elon Musk saying he had a “lovely dinner” with U.S. President Donald Trump and Melania Trump.Elon Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2007910921914769832">said in a post on X</a> that “2026 is going to be amazing,” alongside a photo showing him seated next to Donald Trump and Melania Trump during a dinner at Mar-a-Lago, hours after Trump announced from the resort that Nicolas Maduro had been taken into U.S. custody.Tesla shares fell about 2.6% to $438.07 on Friday as investors weighed fresh delivery data and intensifying competition.<h2 class="st-heading-2">Q4 Deliveries Decline</h2>Tesla said it delivered 418,227 vehicles in the fourth quarter, down 16% year on year from 495,570 cars a year earlier and below the 422,850 vehicles expected by analysts, according to a company-compiled estimate.For the full year,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-q4-2025-deliveries/cmxV2RmRE6p">Tesla delivered 1.64 million vehicles</a>, compared with 1.79 million in 2024, marking the company’s second consecutive annual decline in deliveries.Additionally, Tesla said it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-energy-business-might-be-its-saving-grace/cmxVeK8R4GE">deployed 14.2 GWh of energy storage products</a> in the fourth quarter, a record level. The company reported deploying 11 GWh in the same period a year earlier.<h2 class="st-heading-2">BYD Records Higher Annual EV Sales&nbsp;</h2>Tesla ceded its position as the world’s largest electric vehicle maker in 2025 to China’s BYD, after global EV sales rose 28% last year and BYD outsold Tesla on a full-year basis for the first time.BYD delivered a total of 2.26 million pure EVs globally in 2025,&nbsp;adding that overseas sales, excluding China, had hit a record high of 1 million,&nbsp;up nearly 150% year-on-year. The company has set a goal of selling as many as 1.6 million vehicles outside China in 2026, without announcing an overall sales target.<h2 class="st-heading-2">Musk And Trump: A Volatile Bromance</h2>Musk's recent interaction with Trump follows a public rupture last year that directly coincided with volatility in Tesla shares. In June, a dispute between Musk and Trump escalated into an open feud after&nbsp;the president threatened to withdraw federal contracts and subsidies from Musk’s companies amid disagreement over proposed tax legislation. The move sent Tesla shares down 14% in a single session, wiping out about $153 billion in market value and marking the stock’s&nbsp;worst day on record.The shares later clawed back some ground toward the end of the year, helped by renewed optimism around Tesla’s full self-driving software updates, its robotaxi ambitions, and, to a lesser extent, progress on the Optimus humanoid robot program.<h2 class="st-heading-2">Wall Street Weighs Deliveries Ahead Of Earnings</h2>Analysts’ views on Tesla’s delivery report were mixed. Dan Ives said that Tesla’s fourth-quarter deliveries came in slightly below consensus estimates but above “whisper numbers,” adding that investor focus remains on autonomy and artificial intelligence.Meanwhile, Gary Black said he did not understand why the delivery report was viewed as bullish, noting that electric vehicles account for 77% of Tesla’s operating profits.Tesla is scheduled to report quarterly earnings on Jan.28.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘extremely bearish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:960/141;" src="https://news.stocktwits-cdn.com/tsla_ss_png_0546beb3a6.webp" alt="tsla ss.png" width="960" height="141"><figcaption>TSLA sentiment and message volume as of January 4| Source: Stocktwits</figcaption></figure>One Stocktwits Tesla watcher mockingly&nbsp;<a href="https://stocktwits.com/OverTheCounter/message/640789424">wondered</a> if the Biden-era EV tax&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-raise-us-lease-prices-on-model-3-model-y-ahead-of-ev-tax-credit-expiration/chw5pmFRdog">credit</a>, which was scrapped by Trump, was “back after the dinner?”<stembedurl>https://stocktwits.com/OverTheCounter/message/640789424</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tradeordie24/message/640789579">said</a> the stock was “already looking to nosedive before premarket even starts... Forget about $450 not happening tomorrow $430-428 more likely.”&nbsp;<stembedurl>https://stocktwits.com/tradeordie24/message/640789579</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BellaChaw/message/640786568">flagged</a> several concerns&nbsp;about Tesla, citing lowered estimates following weaker deliveries, bearish technical signals, and uncertainty about near-term revenue from autonomy and robotics. While saying they remain long-term bullish, the user said early 2026 was not an attractive entry point and that they were looking for lower levels before reconsidering.<stembedurl>https://stocktwits.com/BellaChaw/message/640786568</stembedurl><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 8.5% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump and Musk arrive before the launch of the sixth test flight of the SpaceX Starship rocket on November 19, 2024 in Brownsville, Texas.

Can Musk–Trump Dinner Diplomacy Spark A Tesla Bounce After A Red Start To 2026?

Tesla shares stayed under pressure early in the new year as investors awaited earnings following a recent delivery decline.

China's BYD Beats Tesla as 2025's Top EV Seller: ETFs in Spotlight

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BYD Co., Ltd. engages in the research, development, manufacture, and sale of rechargeable batteries and photovoltaic business. It operates through the following segments: Rechargeable Batteries and Photovoltaic Products, Mobile Handset Components, Assembly Service and Other Products, and Automobiles and Related Products and Other Products. The Rechargeable Batteries and Photovoltaic Products segment is involved in the manufacture and sale of lithium-ion batteries and nickel batteries, photovoltaic products, and iron batteries products for mobile phones, electric tools, and other portable electronic instruments, photovoltaic products, energy storage products, and electric vehicles. The Mobile Handset Components, Assembly Service and Other Products segment focuses on the sale of mobile handset components such as housings, electronic components, assembly services, and medical protection products. The Automobiles and Related Products and Other Products segment consists of automobiles and auto-related moulds and components and automobile leasing and after sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on February 10, 1995 and is headquartered in Shenzhen, China.

BYD Co - Ordinary Shares - Class H

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.19	--	--	N/A
Q3 '25	$0.20	$0.12	-39.55%	MISSED
Q2 '25	$0.16	$0.16	--	EXPECTED
Q1 '25	$0.35	$0.14	-59.42%	MISSED
Q4 '24	$0.69	$0.71	2.51%	BEAT

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