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Everything Stocknote has published on Electric Vehicles: 3 research articles covering 3 companies across 1 category. The latest piece was published on November 1, 2026.
Tesla's third-quarter revenue was flat at $28.0B, but operating expenses rose 39%, capex more than doubled and free cash flow fell 62% from last year.
GM beat on Q3 profit and raised its cash flow guide, but the guide implies Q4 EBIT 22% to 46% lower, and 35% of nine-month adjusted free cash flow is add-backs.
Stellantis’ $38B market cap is below its €46B industrial liquidity, implying 14 global car brands, 40 factories, and 288,000 employees are worth less than nothing. Q1 2026 returned to profitability under CEO Filosa with 12% volume growth — North America leading.
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