Automakers' 1Q Earnings Could Give Clues to EV Comeback -- Market Talk

Dow Jones

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1525 ET - Automakers' 1Q earnings may give signals of a possible recovery for U.S. electric vehicles, TD Cowen analysts write in a note. EV penetration in March for Tesla, Lucid, and Rivian was at the highest level since the expiration of EV tax credits, they note, with momentum appearing to continue into April. "While companies likely won't have a ton of new info to share on the EV front, we'll be curious on what they're seeing with respect to various leading demand indicators," the analysts write. "If management teams convey an even slightly more bullish tone on the US EV market, we don't think that will be overlooked." (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

April 15, 2026 15:25 ET (19:25 GMT)

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EV penetration in March for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> was at the highest level since the expiration of EV tax credits, they note, with momentum appearing to continue into April. \"While companies likely won't have a ton of new info to share on the EV front, we'll be curious on what they're seeing with respect to various leading demand indicators,\" the analysts write. \"If management teams convey an even slightly more bullish tone on the US EV market, we don't think that will be overlooked.\" (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 15, 2026 15:25 ET (19:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Automakers' 1Q Earnings Could Give Clues to EV Comeback -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAutomakers' 1Q Earnings Could Give Clues to EV Comeback -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-04-16 03:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1525 ET - Automakers' 1Q earnings may give signals of a possible recovery for U.S. electric vehicles, TD Cowen analysts write in a note. EV penetration in March for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> was at the highest level since the expiration of EV tax credits, they note, with momentum appearing to continue into April. \"While companies likely won't have a ton of new info to share on the EV front, we'll be curious on what they're seeing with respect to various leading demand indicators,\" the analysts write. \"If management teams convey an even slightly more bullish tone on the US EV market, we don't think that will be overlooked.\" (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 15, 2026 15:25 ET (19:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1066053197.SGD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627232728","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627232728","pubTimestamp":1776281100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1525 ET - Automakers' 1Q earnings may give signals of a possible recovery for U.S. electric vehicles, TD Cowen analysts write in a note. EV penetration in March for Tesla, Lucid, and Rivian was at the highest level since the expiration of EV tax credits, they note, with momentum appearing to continue into April. \"While companies likely won't have a ton of new info to share on the EV front, we'll be curious on what they're seeing with respect to various leading demand indicators,\" the analysts write. \"If management teams convey an even slightly more bullish tone on the US EV market, we don't think that will be overlooked.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4592":"伊斯兰概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TLA":"GraniteShares Autocallable TSLA ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Automakers' 1Q earnings may give signals of a possible recovery for U.S. electric vehicles, TD Cowen analysts write in a note. EV penetration in March for Tesla, Lucid, and Rivian was at the highest level since the expiration of EV tax credits, they note, with momentum appearing to continue into April. \"While companies likely won't have a ton of new info to share on the EV front, we'll be curious on what they're seeing with respect to various leading demand indicators,\" the analysts write. \"If management teams convey an even slightly more bullish tone on the US EV market, we don't think that will be overlooked.\" (elias.schisgall@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 15, 2026 15:25 ET (19:25 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}