HOG and LiveWire (LVWR) have outpaced Tesla (TSLA) in October's auto-stock rally, with LVWR up about 22%, HOG up 21% and TSLA up 15%. Tesla has been helped by Q3 deliveries of 486,532 vehicles, above the 463,761 expected, adjusted EPS of $0.48 versus a $0.45 estimate, and a cut to its annual spending outlook to $20 billion from more than $25 billion, though revenue missed expectations. Tesla and SpaceX have each formed independent committees to explore a combination, but no terms have been agreed. For Harley, North American retail sales rose 3% in Q2 and the company targets more than $150 million in cost reductions; Citi upgraded the stock to 'Buy' from 'Neutral' with a $33 target, while tariffs remain a complication after Canada reportedly imposed a 50% import duty in September. LiveWire, down nearly 60% this year, is exploring strategic options after its CEO resigned.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: TSLA Stock Is October’s Mag 7 King — But 2 Motorcycle Stocks Race Past Tesla Even As Chinese EV Stocks See Red
Read the original on Yahoo Finance ↗
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TSLAelectric vehiclesmergers and acquisitionstariffsSpaceX
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/27/2026 | 407.46 |
| Change that session | +4.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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- Tesla stock jumps as Barclays bets a SpaceX takeout bump is coming
Barclays upgraded Tesla to Overweight from Equal Weight and raised its price target to $450 from $370, and the stock rose 6% on Monday. The bank believes a possible Tesla merger with SpaceX could bring a takeout premium, after Elon Musk said both companies had formed special committees to discuss a deal. Barclays sees an all-stock acquisition by SpaceX as the most likely structure, with about 3.1 SpaceX shares per Tesla share at a 20% premium, leaving Musk with about 53% of the combined company's voting power; approval requires more than 50% of total outstanding shares. Barclays forecasts 1.80 million Tesla vehicles in 2026 and 1.92 million in 2027, and Tesla's robotaxi fleet had logged about 3.1 million unsupervised miles across 6 cities as of October 18. Barclays does not expect robotaxis to matter financially in the near- to mid-term.
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