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TMTM

Toyota Motor Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$TM·$215B·Auto - Manufacturers·Consumer Cyclical
$194.61+1.4%YTD-12.9%1Y-0.4%
Price updated 7h ago·X counts updated 5d ago
TMTM
$TMToyota Motor Corporation
$194.61+1.39%1.0k posts2.8×
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.

1,029X posts · last 7 days
Sep 29Oct 11
Chatter Meter
2.8×
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 running louder than usual, louder than 98% 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 numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Toyota is 10x earnings on a 50%+ global hybrid share franchise — within 38K vehicles of taking GM's US sales crown.

Toyota Motor is the Japanese auto giant with a dominant global hybrid franchise — Corolla, Camry, RAV4, Lexus, and the growing hybrid-electric platform. The stock is down 13% YTD but with mechanics that argue the market is wrong.

  • Growth is positive: Q1 fiscal 2026 revenue of ¥12.8T at +3.8% YoY after +10.6%, +8.2%, and +3.5% in prior quarters — the business is scaling steadily, with the fiscal-year transition noise clearing.
  • EPS beats are enormous: last four prints at +62%, +29%, +44%, +44% — this is a quality compounder throwing off big GAAP beats on operating-margin leverage, with 10x P/E as the valuation anchor.
  • The US sales crown is in play: Toyota now within 38,000 vehicles of taking GM's US sales title — the hybrid-first positioning plus the Grand Highlander/Camry pricing power is driving share gains in the softening US auto market.

Nov 4 fiscal Q2 earnings with FX guide clean plus US unit-share continuing to climb extends the move; a China or Europe demand pullback and the stock gives back a chunk of the +44% EPS beat momentum.

Agrees with X sentimentX correctly flags Toyota as a quality-at-a-price name — 3%+ dividend, 30%+ net financial assets, 10x earnings, 1x TBV, aggressive buybacks, and 50%+ global hybrid market-share moat. The TM-within-38K-of-GM frame is accurate, with the 508K Camry recall as a modest counter-note.

What to watch: Nov 4 fiscal Q2 2026 earnings — North America unit growth, hybrid-mix contribution, FX impact, and FY26 operating-income guide. A clean beat with US unit share climbing extends the move; a China/Europe demand pullback is the macro downside.

On the calendar: 2026-11-04 — fiscal Q2 2026 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

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 $TM

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

Industry benchmark

16-name peer basket
-30.8%YTD
-35.1%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 earningsThu, Nov 5·consensus EPS $3.37

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$53.71T$52.74T – $54.67T$3138.93$2859.88 – $3450.359
FY28$55.67T$50.57T – $60.22T$3477.80$3057.19 – $4093.1012
FY29$57.46T$54.97T – $59.58T$3808.47$3593.64 – $3991.3210
FY30$59.65T$57.07T – $61.86T$4081.94$3851.68 – $4277.926
FY31$62.16T$59.47T – $64.46T$4810.45$4539.10 – $5041.415

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.2.1×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.34%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.+2.0%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.-2.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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
+ 70 other (51 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.

+ 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 aims to make all its cars software-defined by 2030, Nikkei reportsreuters.com·1d agoToyota recalls 31,000 RAV4 plug-in hybrids that may shut down at high speedsfoxbusiness.com·2d agoToyota Motor Corporation (TM) Advances While Market Declines: Some Information for Investorszacks.com·3d agoNamibia Critical Metals nears close of Lofdal rare earths joint venture with JOGMEC, Toyota Tsushoproactiveinvestors.com·4d agoToyota Motor Q3 US Sales Rise 1% Y/Y on Strong EV Deliverieszacks.com·12d 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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