U.S. Auto Industry Analysis

Industry Valuation and Performance

Has the U.S. Auto Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 19 Aug 2026	US$1.6t	US$544.8b	-US$11,675,332,277.46	15.4x	-133x	2.9x
Fri, 17 Jul 2026	US$1.7t	US$539.4b	-US$9,835,251,157.30	15.7x	-171.1x	3.1x
Sun, 14 Jun 2026	US$1.7t	US$539.5b	-US$9,841,315,892.26	15.3x	-176x	3.2x
Tue, 12 May 2026	US$1.9t	US$538.3b	-US$10,106,958,365.15	24.1x	-185x	3.5x
Thu, 09 Apr 2026	US$1.5t	US$550.5b	-US$11,300,465,843.24	21.9x	-133x	2.7x
Sat, 07 Mar 2026	US$1.7t	US$531.5b	-US$11,318,157,820.82	23.7x	-151.6x	3.2x
Mon, 02 Feb 2026	US$1.8t	US$533.8b	US$2.3b	23.9x	797.7x	3.4x
Wed, 31 Dec 2025	US$1.7t	US$536.8b	US$5.2b	19.5x	333.1x	3.2x
Fri, 28 Nov 2025	US$1.6t	US$536.0b	US$5.1b	21.7x	316.7x	3x
Sun, 26 Oct 2025	US$1.7t	US$535.0b	US$4.8b	19.5x	347.7x	3.1x
Tue, 23 Sep 2025	US$1.6t	US$527.9b	US$5.7b	18.7x	283.8x	3.1x
Thu, 21 Aug 2025	US$1.3t	US$527.5b	US$5.7b	17.8x	218.1x	2.4x
Sat, 19 Jul 2025	US$1.2t	US$527.7b	US$8.6b	15.1x	142.1x	2.3x
Mon, 16 Jun 2025	US$1.2t	US$527.7b	US$8.6b	8.3x	141.9x	2.3x
Wed, 14 May 2025	US$1.2t	US$525.9b	US$8.4b	15.2x	143.2x	2.3x
Fri, 11 Apr 2025	US$1.0t	US$528.7b	US$9.4b	18.1x	109.7x	2x
Sun, 09 Mar 2025	US$1.1t	US$535.3b	US$11.5b	18.2x	95.9x	2.1x
Tue, 04 Feb 2025	US$1.5t	US$532.4b	US$8.3b	17.4x	185.4x	2.9x
Thu, 02 Jan 2025	US$1.5t	US$527.0b	US$17.2b	17.2x	90.2x	2.9x
Sat, 30 Nov 2024	US$1.4t	US$527.9b	US$17.2b	20.6x	79.7x	2.6x
Mon, 28 Oct 2024	US$1.1t	US$525.6b	US$17.2b	20.1x	65.8x	2.2x
Wed, 25 Sep 2024	US$1.1t	US$519.8b	US$17.0b	15.1x	62.4x	2x
Fri, 23 Aug 2024	US$968.4b	US$517.8b	US$17.0b	15.1x	56.8x	1.9x
Sun, 21 Jul 2024	US$1.0t	US$509.5b	US$17.4b	19.1x	59x	2x
Tue, 18 Jun 2024	US$807.9b	US$509.6b	US$17.4b	14.2x	46.4x	1.6x
Thu, 16 May 2024	US$823.6b	US$508.7b	US$17.2b	16.4x	48x	1.6x
Sat, 13 Apr 2024	US$815.3b	US$505.5b	US$18.3b	18.4x	44.4x	1.6x
Mon, 11 Mar 2024	US$821.9b	US$504.9b	US$18.1b	15.9x	45.4x	1.6x
Wed, 07 Feb 2024	US$841.4b	US$499.0b	US$18.1b	15.8x	46.4x	1.7x
Fri, 05 Jan 2024	US$1.0t	US$498.4b	US$13.8b	15.6x	74x	2x
Sun, 03 Dec 2023	US$1.0t	US$498.3b	US$13.9b	12.1x	73.2x	2x
Tue, 31 Oct 2023	US$861.3b	US$492.8b	US$13.1b	10.1x	66x	1.7x
Thu, 28 Sep 2023	US$1.0t	US$484.7b	US$12.8b	12.7x	80.3x	2.1x
Sat, 26 Aug 2023	US$1.0t	US$486.3b	US$13.5b	10.5x	76.4x	2.1x

Current Industry PE

Investors are optimistic on the American Auto industry, and appear confident in long term growth rates.

The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.9x.

Past Earnings Growth

Total earnings for the Auto industry have declined over the last three years, with the industry now making a loss overall.
Meanwhile revenues have grown 3.9% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?


US Market	0.11%
Consumer Discretionary	-3.25%
Auto	1.79%
Motorcycle Manufacturers	3.26%
Automobile Manufacturers	1.79%

Industry PE

Forecasted Growth

Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 36% over the next 5 years.
This is better than its past earnings decline of 8.7% per year.

In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
TSLA Tesla	US$336.93	1.2% +US$16.3b	2.3%	PE349.6x
PSNY Polestar Automotive Holding UK	US$14.59	6.0% +US$118.8m	-53.7%	PS0.7x
LOT Lotus Technology	US$1.03	15.7% +US$90.0m	-49.5%	PS1.3x
HOG Harley-Davidson	US$27.23	1.9% +US$53.1m	-2.8%	PE14x
LVWR LiveWire Group	US$1.24	6.9% +US$16.4m	-66.2%	PS8.1x

Fabric.AI And Kopin Corporation Confirm Plans To Give First Public Demonstration Of Neural I/O MicroLED Optical Interconnect At CES 2027

Fabric.AI, along with its development partner Kopin Corporation, confirmed that their Neural I/o MicroLED-based optical interconnect platform remains on track for a live, working demonstration at The Consumer Electronics Show 2027 this January—the platform’s first public showing. The confirmation follows the Company’s May 18, 2026 announcement targeting a demonstration of Neural I/o. In the months since, Fabric.AI and Kopin have moved through a sequence of engineering, integration and internal-development milestones—carrying the platform from architecture into demonstrable hardware and keeping the program ahead of the timeline the Company set out this spring. Neural I/o targets what has become the defining constraint on AI scaling. As accelerators have grown faster and clusters larger, the bottleneck has shifted away from raw compute and onto the fabric that moves data between GPUs, accelerators, pooled memory and servers. Conventional electrical I/o—copper traces and high-speed SerDes—is running into hard physical limits on reach, energy per bit, and bandwidth density, while today’s pluggable optics add latency, power and thermal load precisely where system designers can least afford it. The result is a growing share of every watt and every nanosecond spent not on computation, but on communication. Neural I/o approaches the problem from a different physical foundation. Rather than relying on a small number of high-rate laser channels, the platform uses a massively parallel array of MicroLEDs as its optical engine—trading per-lane speed for a large lane count, and in doing so opening a path toward higher aggregate bandwidth, lower energy per bit, reduced latency and a dramatically improved thermal envelope, all in a footprint that can be brought close to the compute die. Fabric.AI believes this parallel-by-design architecture is well matched to the direction of the industry, where scale-up and scale-out fabrics increasingly determine whether an AI factory’s compute can actually be kept fed. Neural I/o is being developed for one of the fastest-growing opportunities in AI infrastructure. As hyperscalers and enterprises race to stand up AI factories, the fabric connecting compute has moved from a supporting component to a primary determinant of system performance—and spending is following. Third-party research firm TrendForce projects that the optical interconnect market will exceed $39 billion by 2030, citing optical connectivity’s increasingly critical role in AI factory expansion. Within that market, co-packaged and near-packaged optics—the category most directly aligned with Neural I/o’s architecture—are expected to be among the fastest-growing segments, with SNS Insider forecasting the co-packaged optics market alone could approach $124 billion by 2032, reflecting a compound annual growth rate of above 26%. Underlying enabling technologies such as silicon photonics are projected to reach approximately $9.6 billion by 2030 (Wissen Research). Fabric.AI believes Neural I/o’s massively parallel, MicroLED-based approach positions the Company to participate in this expansion as system designers seek interconnect solutions that can scale bandwidth and energy efficiency in step with next-generation AI compute.

U.S. Auto Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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CEO, President & Director recently bought US$259k worth of stock

Fabric.AI And Kopin Corporation Confirm Plans To Give First Public Demonstration Of Neural I/O MicroLED Optical Interconnect At CES 2027

Li Auto Inc. to Report Q2, 2026 Results on Aug 26, 2026

Second quarter 2026 earnings: EPS and revenues miss analyst expectations

Now 24% overvalued

One Year Later, LiveWire Remains Extremely Risky

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Third quarter dividend of US$0.52 announced