Quick Read – Toyota (TM) has fallen 18% year-to-date on tariff pain, but at just 9x earnings our model sees 38% upside with a $241 price target. – Toyota’s BEV volume surged 68% in FY26, and the company guides FY27 sales to 598K units, nearly triple the prior figure, validating…
s electrification pivot. – An $81B cash pile and 4% dividend yield limit downside despite tariffs costing $9B in FY26 and North America swinging to an operating loss. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Toyota didn’t make the cut. Grab the names FREE today
Toyota’s (NYSE:TM) American depositary receipts have taken a beating in 2026, sliding 18.27% year to date as U.S. tariffs gut North American profitability and global volumes soften. Yet the setup remains compelling. The stock trades at $174.95, and the 24/7 Wall St. price target points to $240.94 over the next 12 months.
That signals meaningful upside for the world’s largest automaker, and the model rates shares a buy with high conviction. 24/7 Wall St. Price Target Summary A Tariff-Driven Reset Has Created an Entry Point Toyota shares peaked at $245.51 in February 2026 and have unwound to current levels, leaving the stock down 6.39% over the past month and 2.43% over the past year. The pullback stems from a brutal FY2026 result reported on May 8, 2026: full-year revenue of $323.62B, operating income down 21.5% to $24.05B, and a $8.81B direct hit from U.S. tariffs.