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TMTM

Toyota Motor Corporation

$TM·$235B·Auto - Manufacturers·Consumer Cyclical
$192.21-1.7%YTD-11.1%1Y-3.3%
Price updated 8m ago·X counts updated 5d ago
TMTM
$TMToyota Motor Corporation
$192.21-1.67%56 posts1×
AI analysisFundamentalsVoices on X
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On X

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
1×
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, louder than 65% of tracked names.

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 numbersWinding up for a moveAI verdict · as of 2026-09-17

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

Toyota at 10x P/E with a 50%+ global hybrid share and a new CEO chasing a lower breakeven — quality-at-a-price value setup.

Toyota Motor Corporation is the largest global auto manufacturer by volume — dominant in hybrid electric vehicles with ~50% global HEV market share plus a growing commercial-vehicle and financial-services book. Shares are down 11% YTD as the market waits for the new-CEO reset.

  • Fundamentals are compounding at scale: Q1 revenue grew 3.8% YoY to ¥12.83T at a 4.5% operating margin — the last three quarterly EPS surprises averaged +44%, on a $235B business at 10x TTM P/E, 0.7x TTM sales, and 1x TBV. Genuinely rare value in autos.
  • The catalyst is new-CEO shaped: New Toyota Motor CEO is campaigning for a lower breakeven point to improve profitability — a specific management-led operational-improvement story alongside a 508k Camry recall that is manageable but noisy. Plus Iridium/DTT satellite voice messaging demonstrates non-auto optionality.

Nov 4 Q2 FY27 earnings is the check — a maintained hybrid-share plus lower-breakeven cost-out delivery is what breaks the coil upward, while another Camry-scale recall or a China EV-price-competition step-up is what would seal a cooling. The 3%+ dividend + aggressive buybacks anchor the value case.

Agrees with X sentimentMatch the constructive value+moat X read — 3%+ dividend, 30%+ net financial assets, 10x earnings, 1x TBV, aggressive buybacks, and 50%+ global hybrid market-share moat are all real. The bull-flag technical setup is a fair anchor; the 508k Camry recall is real but noise.

What to watch: Nov 4 Q2 FY27 earnings for hybrid-share dynamics, breakeven-point progress, and any Camry recall-cost detail. Maintained hybrid share plus lower breakeven breaks the coil upward; another large-scale recall or China EV price competition confirms the cooling.

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
-23.5%YTD
-27.5%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.32%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.+2.2%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.-4.9%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.

New Toyota Motor CEO Campaigns For Lower Breakeven Point To Improve Profitabilityseekingalpha.com·18h agoAutomotive ETFs in Spotlight as Hybrid Cars Take Center Stagezacks.com·1d agoToyota revamp hints of wider industry shake-up in Chinareuters.com·2d agoToyota Motor Corporation (TM) Exceeds Market Returns: Some Facts to Considerzacks.com·6d agoIridium, Deutsche Telekom IoT, and Toyota Demonstrate Voice Messaging over Satellite via Iridium NTN Directprnewswire.com·7d ago

In themes

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

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $TM on X in the 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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