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Ford's Bad News Has Been Sufficiently Priced In Over Last 6 Months
Friday, February 10, 2017 - 12:10pm | 361Jefferies has upgraded Ford Motor Company (NYSE: F) to Hold from Underperform, saying the automaker’s “bad news has been more than dissected in the last six months and sufficiently priced-in.” Despite acknowledging cyclical risks, analyst Philippe Houchois noted that Ford’s...
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Barclays Turns Bullish On Ford, Removes Underweight Rating From Fiat Chrysler
Friday, February 3, 2017 - 9:54am | 339Referring to border taxes, Barclays’ Brian Johnson said in a report that Ford Motor Company (NYSE: F) seems better positioned than General Motors Company (NYSE: GM) and Fiat Chrysler Automobiles NV (NYSE: FCAU) in a border adjustment scenario. Johnson believes the border adjustment scenario...
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Is General Motors Underappreciated As A Disruptor?
Monday, December 12, 2016 - 12:32pm | 300General Motors Company (NYSE: GM) is not necessarily a company associated with being a "'disruptor," but Brian Johnson of Barclays believes the automaker has earned that title. Disruptor Status In a research report, the analyst highlighted a sell-side event hosted by General Motors' management that...
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Tesla: The Good, The Bad And The Bottom Line
Friday, October 28, 2016 - 11:51am | 319Tesla Motors Inc (NASDAQ: TSLA) reported its Q3 results, with better than expected gross margins. Barclays’ Brian Johnson maintained an Underweight rating on the company, with a price target of $165. The Good Johnson mentioned that even excluding Zero-Emission Vehicles (ZEV) credits,...
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Tesla's 'Overly Hyped' Product Update Presents A Mobileye Pair Trade Opportunity
Thursday, October 20, 2016 - 11:04am | 373Brian Johnson of Barclays isn't a fan of Tesla Motors Inc (NASDAQ: TSLA) new product announcement, which he described as being "overly hyped." In a report Thursday, Johnson noted that Tesla's stock outperformed the S&P 500 index by 400 basis points since its CEO Elon Musk...
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How 3 #Hashtags Describe Tesla Motors Heading Into Q3
Monday, October 10, 2016 - 12:34pm | 459If investors were to describe Tesla Motors Inc (NASDAQ: TSLA)'s upcoming third-quarter earnings print (October 26) in three hashtags, they would be: #letsmakeadeal, #mindthegaap and #swipeleftorswiperight? — at least according to Barclays' Brian Johnson. In a research report on Monday,...
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Barclays Sees September Auto Sales Are 'Solid' But Of 'Weaker Quality'
Friday, September 30, 2016 - 10:24am | 616Previewing the auto sales results for September due to be released next week, Barclays said the month's headline seasonally adjusted annual rate, or SAAR, suggests solid, albeit weaker numbers. The Numbers Barclays auto and auto parts analyst Brian Johnson estimates light vehicle SAAR of 17.6...
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8 Takeaways From General Motors' Sell-Side Analyst Dinner
Tuesday, August 9, 2016 - 5:42pm | 296This week, Barclays analyst Brian Johnson attended a sell-side dinner hosted by General Motors Company (NYSE: GM) CFO Chuck Stevens. In a new note, Stevens broke down 8 takeaways from the dinner: 1. Despite market fears that the U.S. auto market is peaking, GM management sees continued...
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Ford's Q2: The Polar Opposite Of GM's
Monday, August 1, 2016 - 12:44pm | 370Barclay's Brian Johnson commented on the polar opposite nature of Ford Motor Company (NYSE: F) and General Motors Company (NYSE: GM)'s Q2 earnings reports. As a response to Ford's relatively weak performance, Barclays cut the company's price target from $13.00 to $12.00, while maintaining its Equal...
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Barclays To GM: Dividend Play Or Growth Story, Pick One And Stick With It
Sunday, July 24, 2016 - 4:11pm | 400In a report issued Friday, Barclays analyst Brian A. Johnson shared a look into General Motors Company (NYSE: GM) and asked the question: Is it a disruptor or a dividend play? In fact, he added, “What is the brand of GM equity?... Is it a mass market carmaker (i.e. Chevy Malibu)? A rugged...
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Tesla, Musk's Master Plan And 'The Great Gatsby'
Thursday, July 21, 2016 - 1:17pm | 288Barclays' Brian Johnson is one of the Street's harshest Tesla Motors Inc (NASDAQ: TSLA) critics, and the release of the company's "master plan part deux" hasn't changed his bearish outlook. Johnson maintains an Underweight rating on Tesla's stock with an unchanged $165 price target. In fact, the...
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Barclays On Meeting Ford Management: Earnings More Likely To Come Down Than Go Up
Thursday, May 26, 2016 - 3:54pm | 168Barclays Brian Johnson reiterated Ford Motor Company (NYSE: F)'s Equal-Weight rating with a $14.00 price target after meeting management on Tuesday. Johnson expressed his concerns for whether Ford can "mitigate" peak SAAR effecting the business. "We're not sure much else...
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Auto 2.0: Mobileye In The Context Of The Car Industry
Tuesday, May 10, 2016 - 8:35am | 324For the auto industry, the 21st century will be defined by new technology, and analysts believe that Mobileye NV (NYSE: MBLY) is positioned to be a major player. Barclays analyst Brian Johnson likes what he sees from Mobileye’s Q1 results, but the Mobileye story is all about the future....
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Tesla Model 3 Preorders Equaled $10 Billion In First Day And A Half
Monday, April 4, 2016 - 11:38am | 148Orders for Tesla Motors Inc (NASDAQ: TSLA)'s Model 3 sedan continue pouring in, days after the launch event. Related Link: Everything Everyone's Saying About Tesla After The Model 3 Launch According to the latest report by Reuters, Tesla's orders for its new Model 3 sedan topped 253,000. The...
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Wall Street Backs Mobileye
Thursday, December 17, 2015 - 11:57am | 601Shares of Mobileye NV (NYSE: MBLY) gained more than 5 percent Thursday morning. Tesla Motors Inc (NASDAQ: TSLA) shot down rumors that it has plans to replace Mobileye's technology in its cars. Several Wall Street firms reiterated a bullish stance on Mobileye despite Citron Research...