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TMTM

Toyota Motor Corporation

$TM·$235B·Auto - Manufacturers·Consumer Cyclical
$195.77-0.9%YTD-8.3%1Y+0.1%
Price updated 4m ago·X counts updated 3d ago
TMTM
$TMToyota Motor Corporation
$195.77-0.91%56 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TM 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.

56X posts · last 7 days
Aug 30Sep 12
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $TM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Toyota Motor posters cheer TM as a quality-at-a-price name — >3% dividend, 30%+ net financial assets, 10x earnings, 1x TBV, and aggressive buybacks — plus the 50%+ global hybrid market share moat. One user flags TM as a bull-flag technical setup. Some noise on 508K Camry recall. Sentiment is bullish on the value+moat thesis.

Read what X is saying about $TM

  • 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 $TM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-15

The move has stalled — likely just drifts unless something new shows up.

Toyota is 10x earnings with a 50% global hybrid moat — quality-value at 38th percentile.

Toyota Motor is the largest global automaker by scale, dominant in hybrids and increasingly working on BEV plus solid-state battery technology. The equity is a durable quality-and-value story stuck in range.

  • The financials are steady: Q4 revenue grew 3.8% YoY to ¥12.8T (Q3 was +10.6%), and Q4 EPS beat by 62% (¥7.57 vs ¥4.68) — that's the exceptional operating-leverage-plus-quality profile, and 2027 EPS consensus of ¥3,174 puts the forward multiple at anomalously low levels (10.4x TTM).
  • The moat is real: 50%+ global hybrid market share, >3% dividend yield, 30%+ net financial assets, and aggressive buybacks — this is a company using its cash-generation to compound BVPS while returning cash to shareholders.
  • Product cadence is fresh: RAV4 in high demand, Iridium/Deutsche Telekom voice-messaging-over-satellite pilot, Stratasys F870 3D-printing partnership with Rivian — real product-level modernization work, though not near-term price-moving.

What breaks the stall is Nov 4 earnings beating the $3.77 EPS bar with commentary on 2027 hybrid market-share and BEV strategy; a fresh production-halt disclosure or a currency-hedging headwind is what would extend the stall from 38th-percentile positioning.

Agrees with X sentimentX's quality-at-a-price + 10x-earnings + 1x-TBV + 50%-hybrid-share framing captures the value case exactly right — the 508K Camry recall noise is a real friction point but not thesis-changing.

What to watch: Nov 4 earnings — the $3.77 EPS bar plus hybrid market-share and BEV commentary; a beat with strong hybrid share breaks the stall, a production-halt or currency-hedging headwind extends it.

On the calendar: 2026-11-04 — Q2 FY27 earnings

Read the AI verdict on $TM

  • 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.

Japan's largest automaker producing passenger cars, trucks, and hybrids globally with strong Lexus luxury brand and fuel-cell technology.

Industry overviewAI analysisGenerated by AI from underlying data

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

Auto - Manufacturers · Consumer Cyclical

JPMorgan's robotaxi note shows cash flows concentrating at TSLA equity rather than a public network; Goldman's 6.5M humanoid robot forecast doubles down on Tesla as the multi-platform beneficiary of autonomous buildout. Legacy OEMs remain caught between tariff cost structures and margin-dilutive EV scale-up while Chinese brands (BYD, NIO) continue compressing mid-market pricing.

What this means for $TM

Partial — Toyota's hybrid dominance (Prius, hybrid SUVs) provides a near-term EV-transition buffer; balance sheet funds autonomous development, but no direct robotaxi narrative catalyst this week.

Industry benchmark

14-name peer basket
-21.2%YTD
-24.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.4How 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
3.3%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
7.4%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
1.5%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
0.7Same 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
10.1%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
16.7%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
1.1Total 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 4, 2026$7.57$4.68+61.8%
Q1 2026May 8, 2026$4.00$3.11+28.6%
Q4 2025Feb 6, 2026$6.26$4.35+43.9%
Q3 2025Nov 5, 2025$4.85$3.36+44.3%
Next earningsWed, Nov 4·consensus EPS $3.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$12.83T+3.8%15.1%4.5%$639.10$398.2B
Q3 FY26$13.70T+10.6%17.8%8.9%$982.20$-440.0B
Q2 FY26$12.38T+8.2%15.9%6.8%$715.10$-122.0B
Q1 FY26$12.25T+3.5%17.9%9.5%$645.60$633.6B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$54.55T$54.06T – $55.04T$3173.96$2932.12 – $3537.518
FY28$56.56T$51.72T – $60.48T$3552.12$3139.97 – $4203.9211
FY29$58.29T$55.73T – $60.31T$3898.10$3675.84 – $4073.675
FY30$60.68T$58.02T – $62.78T$4148.51$3911.96 – $4335.356
FY31$63.30T$60.52T – $65.49T$4896.72$4617.51 – $5117.266

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.0.8×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.38%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.+5.4%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.-2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 674.2M 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 5Kenta KonPresident85.0K sh$1.6MSellJun 17Koji SatoChair88.6K sh$1.6M
+ 59 other (40 awards · 19 others) in window

See when $TM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

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

Recent material filings

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

Toyota Motor Corporation (TM) filed Amendment No. 3 to its Schedule 13D for Joby Aviation, Inc., disclosing beneficial ownership of 128,454,401 shares = approximately 13.1% of Joby's outstanding common stock. The amendment updates the list of covered persons (directors and officers) on Schedule A only, without any change in Toyota's economic stake. Toyota's 13.1% stake in Joby reflects a deep strategic partnership in the electric air taxi sector; the amendment is administrative with no change in position size.

3New insider — initial holdingsApr 103
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 253
+ 24 other (16 6-Ks · 2 13Gs · 2 13Fs · 1 6-K/A) in window

Recent news

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

Toyota Motor Corporation (TM) Exceeds Market Returns: Some Facts to Considerzacks.com·4d agoIridium, Deutsche Telekom IoT, and Toyota Demonstrate Voice Messaging over Satellite via Iridium NTN Directprnewswire.com·5d agoFrom Classrooms to Festival Stages: Toyota and Music Will Empower the Next Generation of Artistsprnewswire.com·6d agoToyota and Rivian Adopt Stratasys' New F870™ to Accelerate Factory-Floor Manufacturing Applications at Scalebusinesswire.com·6d agoWhy Toyota's New Rav4 Is In Such High Demandyoutube.com·10d 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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