Toyota's hybrid-first strategy is being vindicated as global EV adoption slows and consumers gravitate back to hybrids. Solid-state battery commercialization timeline (2027-2028) remains the most credible in the industry. Weak yen continues to boost export margins, with FY2026 operating income guidance raised twice this year. China headwinds are real but offset by record North American and Southeast Asian volumes.
Thesis reviewed May 29, 2026
Toyota Motor Corporation is headquartered in Japan, which is currently showing moderate signals.
π―π΅Japan52NEUTRALView Japan risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold TM may also have indirect exposure through these country funds.
Toyota raises FY26 operating profit guidance to 5.5T yen on weak yen and hybrid demand
Solid-state battery pilot line operational at Higashi-Fuji; mass production targeted 2027
US hybrid sales up 38% YoY as EV inventories build at competitors
Estimates Β· Yahoo Finance Β· Not audited figures
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations β¦
[Senate Hearing 119-122] [From the U.S. Government Publishing Office] S. Hrg. 119-122 THE PRESIDENT'S BUDGET REQUEST FOR THE U.S. DEPARTMENT OF ENERGY FOR FISCAL YEAR 2026 ======================================================================= HEARING BEFORE THE COMMITTEE ON β¦
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] OVERSIGHT OF THE DEPARTMENT OF HOMELAND SECURITY ======================================================================= HEARING BEFORE THE COMMITTEE ON THE JUDICIARY U.S. HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS β¦
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15kβ$50k | Mar 30, 26 |