John Rosevear

Key Points Rivian is down following a report that rival EV start-up Fisker is preparing for bankruptcy. Rivian's situation is very different, but it and Fisker are both EV start-ups that went public earlier this decade.

Key Points Two banks cut their price targets for Li Auto on Friday. The moves follow a cut to Li's first-quarter deliveries guidance. There are other signs that China's EV market is slowing down. Motley Fool Issues Rare “All In” Buy Alert

Key Points Mizuho cut its rating on Tesla to "neutral." The bank now sees only 14% upside from here, but even that might be generous.

Key Points Mizuho downgraded Rivian stock to "hold" from "buy" on Monday. The bank thinks EV sales growth will be soft for a while, but Rivian's execution to date inspires confidence.

Key Points Mizuho boosted its price target on General Motors and maintained its "buy" rating. The bank's analysts think GM's gradual move to EVs is the right play now. Motley Fool Issues Rare “All In” Buy Alert

Key Points Nio's sales were down in the first two months of 2024. Analysts at Mizuho, seeing macro factors at work, just cut their rating on Nio's U.S.-traded shares. 10 stocks we like better than Nio

Key Points Nio lowered its guidance for first-quarter deliveries. The EV maker's sales were down 12% in the first two months of 2024. But the revised guidance hints that its March result might be better.

The battery start-up has sent a new prototype to customers for testing, a significant milestone.

Key Points Nikola produced over 40 fuel cell trucks in the first quarter. The company has also begun returning repaired battery-electric trucks to customers, after a recall last year. Motley Fool Issues Rare “All In” Buy Alert

Key Points GM's first-quarter report had more than great top- and bottom-line numbers. The company's pricing is holding up better than expected -- and a small crossover is doing big numbers. GM's EV effort was slammed when it hit snags last year, but it's now getting back on track. Motley Fool Issues Rare “All In” Buy Alert