Toyota Motor Corporation (TM) Outperforms in China

Toyota Motor Corporation (NYSE:TM) is among the 8 High Growth EV Stocks to Buy Now. 

According to a Reuters communicative connected December 10, 2025, Elliott Investment Management has raised its ownership of Toyota Industries to 5.01%. According to Reuters’ Daniel Leussink, Elliott paid astir 268 cardinal yen for the share, based connected a Japanese regulatory filing. The determination puts much unit connected Toyota Motor Corporation (NYSE:TM), which is readying to bargain retired a forklift producer, arsenic reported by Reuters. The shares were purchased for concern purposes, arsenic stated successful the filing.

On December 11, 2025, Bloomberg reported that contempt a important manufacture modulation toward electrified vehicles, Toyota Motor Corporation (NYSE:TM) had outperformed galore of its planetary competitors successful China. According to Bloomberg, Toyota Motor Corporation (NYSE:TM)’s exports successful China past twelvemonth fell 14% from their 2022 peak, whereas Ford Motor Co. and Volkswagen AG saw drops of astir 80% and astir one-third from grounds levels, respectively.

According to Bloomberg, Toyota Motor Corporation (NYSE:TM)’s long-standing hybrid strategy helped the company’s income with models similar the Corolla, Levin, Camry, and Highlander. Automotive expert Julie Boote of Pelham Smithers Associates noted that Toyota Motor Corporation (NYSE:TM) began offering steep discounts successful 2023, which raised income but decreased profitability. She anticipated that profits from China operations would plummet from 525 cardinal yen successful fiscal 2021 to astir 290 cardinal yen 3 years later. Furthermore, according to Bloomberg, Toyota Motor Corporation (NYSE:TM) intends to found an wholly owned Lexus accumulation works adjacent to Shanghai successful 2027, with an archetypal capableness of astir 100,000 units.

Toyota Motor Corporation (NYSE:TM) is 1 of the world’s largest automakers, selling 11.0 cardinal vehicles astatine retail successful fiscal 2025, including 10.3 cardinal nether the Toyota and Lexus brands.

While we admit the imaginable of TM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure. None