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TickerTalks›$BYDDY
BYBYDDY

BYD Company Limited

$BYDDY·$108B·Auto - Manufacturers·Consumer Cyclical
$11.19-1.2%YTD-5.8%1Y-25.0%
Mentions · last 7 days
2026-08-06: 5 posts2026-08-07: 3 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 1 posts2026-08-11: 3 posts2026-08-12: 5 posts19-30%
Price updated 16h ago·X counts updated 2d ago
BYBYDDY
$BYDDYBYD Company Limited
$11.19-1.24%19 posts-30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BYDDY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

BYD's operational story is compounding globally but the ADR keeps disconnecting from the ops — YTD -6% while July exports and battery tech read fine.

BYD Company is the Chinese EV + battery major, $108B mcap, ADR $11.19, YTD -5.8%, t12m -25%, at 33% of the 52-week range. Genuinely one of the largest disconnects between operational reality and stock tape in the current queue.

What's actually happening operationally per X (8 posts, bullish):

  • Solid-state battery patents targeting 2027 vehicle trials — 2-3 years ahead of most Western OEMs.
  • Dolphin lineup July exports hit 20K — real global-expansion signal.
  • BYD flash-charging tech won Germany's International Paul Pietsch Award (first Chinese company ever) — a technical-credibility milestone.
  • Japan sales +69% YoY to 383 vehicles in July — small but growing beach-head in a notoriously difficult market.
  • Chinese suppliers hold 72.4% global EV battery share (CATL 39.9% leading, BYD growing).

What the numbers say:

  • Q1 2026 revenue $150B (-11.8% YoY on tough comp), EPS $0.45 — Q4 2025 revenue $234B (-14.7% YoY). The reported YoY is compression from a monster peak year.
  • Analyst estimates FY26 rev $916B growing to $1.155T by FY28 then flat/down to $1.128T by FY30 — the sell-side is projecting a plateau in EV-price-war conditions.
  • EPS estimates: $4.40 (FY26) → $6.67 (FY28) → $3.83 (FY29-30) — same plateau-then-decline profile.
  • 25.8x TTM P/E, 9.0x EV/EBITDA — the P/E is stretched but the EV/EBITDA reflects the massive scale.
  • D/E 0.77, FCF yield -12.4% — capex is huge, cash conversion is temporarily negative.
  • Coverage flags for float_missing + beta_missing — data quirk for the ADR.

What you're watching: Q2 print 8/27 (Chinese H1 profitability, price-war impact on margins), continued global-market-entry disclosures (Japan, Germany, Southeast Asia), and any solid-state battery commercial-launch timeline confirmation.

Agrees with X sentimentX sentiment (bullish on execution + global expansion) matches the operational data; the tape's -25% t12m reflects EV-price-war overhangs, not operational deterioration.

What to watch: Q2 print 8/27 (profitability, price-war impact), global-market-entry disclosures, and solid-state battery commercial-launch timeline.

On the calendar: 2026-08-27 — Q2 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-13

BYD chatter is entirely bullish on execution and global market expansion. Anchors: solid-state battery patents targeting 2027 vehicle trials, Dolphin lineup July exports hit 20K, BYD flash-charging tech winning Germany's International Paul Pietsch Award (first Chinese company ever), Japan sales +69% YoY to 383 vehicles in July, Chinese suppliers holding 72.4% global EV battery market share (CATL 39.9% leading, BYD growing). No bearish thread.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ICE truck and SUV margins remain the profitability floor for legacy OEMs, funding EV transition losses that still drag Ford and Stellantis earnings.

What this means for $BYDDY

Neutral — Chinese EV and energy storage giant producing electric passenger and commercial vehicles, batteries, and solar photovoltaic products; limited read-through from auto - manufacturers macro dynamics to this specific revenue mix.

Industry benchmark

15-name peer basket
-19.0%YTD
-13.7%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
Q1 2026Apr 28, 2026$0.44$0.49-10.4%
Q4 2025Mar 27, 2026$1.02$1.35-24.4%
Q3 2025Oct 28, 2025$1.51$1.510.0%
Q2 2025Aug 29, 2025$0.72$1.13-36.3%
Next earningsThu, Aug 27·consensus EPS $0.11

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$916.5B$894.7B – $938.2B$4.40$4.06 – $4.7514
FY27$1.04T$1.01T – $1.10T$5.59$4.95 – $6.3814
FY28$1.16T$1.04T – $1.27T$6.67$5.82 – $7.576
FY29$1.11T$999.8B – $1.22T$3.83$3.35 – $4.359
FY30$1.13T$1.02T – $1.25T$3.71$3.24 – $4.2113

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.0.6×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.33%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.+2.3%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.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

Tesla And BYD Are Reframing An Age Old Stock Market Question247wallst.com·2d ago1 Reason BYD Co. Could Be the Top Stock Investors Are Missingfool.com·2d agoEVs dominate China's car market: 5 takeaways from the country's latest auto sales datacnbc.com·3d agoTesla vs BYD: Only One Leader in The EV Race247wallst.com·9d agoBYD's Bold Move Could Open It Up to New Markets. But Is the Stock a Buy?fool.com·10d ago

In themes

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

EVs & Autonomous Vehicles

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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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