General Motors Company GM

The Motley Fool 12 nov

UBS upgraded Rivian to a buy rating while maintaining its $17 price target, viewing the stock's 19% decline as a buying opportunity ahead of expected R2 production improvements and margin expansion. The R2 became Rivian's best-selling vehicle in Q3 with solid initial demand, but the company still faces challenges with an $80 million automotive gross loss in Q3. Success depends on sustaining R2 demand while improving automotive profitability.

The Motley Fool 12 nov

IBM and Quantinuum represent two competing approaches to winning the quantum computing race. IBM prioritizes speed with its Nighthawk chip and offers dividend income, while Quantinuum focuses on accuracy with its Helios system. A Department of Energy competition offering $100 million to achieve 100 logical qubits by 2028 provides a public benchmark for both strategies. The author recommends owning both stocks as a long-term investment, with IBM as the core holding and Quantinuum as a smaller, higher-risk position.

Zacks Investment Research 12 nov

MP Materials reported strong Q3 2026 results with 176% revenue growth driven by higher NdPr production and sales, but the stock gained only 2% as investors remain concerned about persistent operating losses, elevated expansion costs, and a premium valuation of 9.33X sales. Despite strategic partnerships with the U.S. Department of War, Apple, and General Motors supporting long-term growth, analysts have downwardly revised near-term earnings estimates, leading to a Zacks Rank #4 (Sell) rating.

Zacks Investment Research 10 nov

General Motors (GM) has gained 8.8% over the past month, outperforming the S&P 500's -3.3% decline. The stock holds a Zacks Rank #3 (Hold) rating due to recent downward earnings estimate revisions. While GM trades at a valuation discount to peers and has a strong track record of beating consensus estimates, near-term performance is expected to align with the broader market.

Zacks Investment Research 9 nov

MP Materials exceeded earnings expectations in Q3 2026, reporting adjusted EPS of 4 cents versus a consensus loss estimate of 1 cent. Revenues surged 176% year-over-year to $147.66 million, driven by higher NdPr sales volumes, stronger pricing, and a $31.6 million aerospace/defense SEG+ sale. The company completed GM magnet qualification with saleable deliveries expected to begin in Q4. However, operating costs rose significantly, and the magnetics segment saw a 15% revenue decline due to production transition at the Independence facility.