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TickerTalks›$BYDDY
BYBYDDY

BYD Company Limited

$BYDDY·$91B·Auto - Manufacturers·Consumer Cyclical
$9.51-3.6%YTD-25.1%1Y-31.7%
Price updated 6h ago·X counts updated 2d ago
BYBYDDY
$BYDDYBYD Company Limited
$9.51-3.65%39 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BYDDY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BYDDY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 67% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11

BYD is bullish on X — expects overseas sales up to 2M units this year (1.16M through August), Japan K-Car Racco ~1.5K orders one month post launch, Germany BEV share climbing to 32.4%, and Denza Z9 GT variant launching Sept 9. Seven Chinese battery suppliers now control >72% global EV battery market with BYD/CATL pulling ahead.

Read what X is saying about $BYDDY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BYDDY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-29

Catching its breath after a run — could pick back up or fade from here.

BYD is down 22% year-to-date and 29% over twelve months on China demand pressure, even as overseas unit growth and Denza launch cadence keep hitting new records.

BYD Company is a $91B-cap Chinese EV and battery major whose ADR line has been under pressure as domestic demand slows but whose overseas expansion continues at pace.

  • Down 22% year to date and 29% over the last twelve months, at 12% of its 52-week range and 17% below the 200-day moving average — the tape has decisively cooled.
  • Q1 revenue ¥150B dropped 12% year over year at 19% gross margin and 5% operating margin — the domestic pressure is showing up in the numbers.
  • Q4 revenue ¥234B also dropped 15% year over year, so this is not a one-quarter blip.
  • Trailing P/E 26, ROE 12%, and EV/EBITDA 9 — the valuation is not stretched even at the compressed price.
  • Overseas sales are trending toward 2M units this year (1.16M through August), Japan K-Car Racco cleared 1.5K orders in its first month, and German BEV share climbed to 32.4% — the export story is intact.
  • Denza Z9 GT variant launched September 9, adding to the premium-brand portfolio.

The November 4 print will test whether the overseas ramp offsets domestic pressure enough to stabilize the earnings trajectory.

Agrees with X sentimentThe X sample is bullish specifically on the overseas ramp (2M units, Japan Racco, Germany BEV share, Denza Z9 GT) — that lines up with what's actually working; the domestic softness is the piece the sample doesn't capture.

What to watch: November 4 print — overseas versus domestic revenue mix, gross margin trajectory as battery-metal costs and pricing shift, and any updated 2027 unit guidance.

On the calendar: 2026-11-04 — Q3 earnings

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Read the AI verdict on $BYDDY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese EV and energy storage giant producing electric passenger and commercial vehicles, batteries, and solar photovoltaic products.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $BYDDY.

Auto - Manufacturers · Consumer Cyclical

No material change from last week — Tesla remains the autonomous and robotaxi thesis vehicle while legacy OEMs navigate tariff cost structures and margin-dilutive EV transitions.

What this means for $BYDDY

Partial — Chinese EV and energy storage giant producing electric passenger and commercial vehicles, batteries, and solar photovoltaic products.

Industry benchmark

15-name peer basket
-24.1%YTD
-30.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
25.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 28, 2026$0.13$0.11+18.2%
Q1 2026Apr 28, 2026$0.06$0.060.0%
Q3 2025Dec 31, 2025$0.14$0.20-28.3%
Q3 2025Oct 30, 2025$0.12$0.20-39.6%
Next earningsWed, Nov 4·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$150.2B-11.8%18.8%4.8%$0.45$-19.3B
Q4 FY25$234.4B-14.7%16.0%4.1%$0.98$-23.0B
Q3 FY25$194.0B-3.6%17.6%2.9%$0.85$-25.4B
Q2 FY25$200.9B+16.1%16.3%3.8%$0.70$-20.0B

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$894.5B$842.6B – $926.8B$4.32$3.98 – $4.6612
FY27$1.03T$977.7B – $1.10T$5.58$5.10 – $6.1413
FY28$1.16T$1.06T – $1.26T$6.73$5.98 – $7.537
FY29$1.11T$1.01T – $1.21T$5.82$5.17 – $6.5211
FY30$1.11T$1.01T – $1.21T$6.05$5.37 – $6.776

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 6.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.345-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 2 other (2 F-6EFs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Should Investors Buy BYD's Stock in October?fool.com·14h agoTesla Makes Brilliant Supercharger Move but BYD Is Closer in the Mirror Than It Appearsfool.com·6d agoThe Elite Portfolio: Why Savvy Investors Are Backing These Overlooked Stocksfool.com·7d agoGeely turns to 4-minute EV charging, AI in battle with BYDreuters.com·7d agoBYD's China Business Is Slowing. Here's the Part of the Company That's Taking Offfool.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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