Honda Motor (HMC) News Today

Honda Motor Co., Ltd. (NYSE: HMC) shares moved lower after a series of announcements signaling a major shift in the company’s EV strategy and broader market reactions.

Key developments weighing on the stock:

• EV investment cuts: CEO Toshihiro Mibe announced cuts of more than $20 billion in electric-vehicle spending through fiscal 2031 and lowered EV sales targets, citing slowing EV demand and regulatory uncertainty (sources: Reuters, WSJ, Business Insider, Automotive News).
• Hybrid pivot: Honda will accelerate its hybrid lineup, planning 13 next-generation HEV models by 2027 and shifting resources toward hybrids as a more immediately profitable growth area (covered by The Hindu, PaulTan, MSN, Republic World, EconoTimes).

Offsetting factors:

• Motorcycle division strength: Honda’s Powersports Business reports continued resilience and profitability in its motorcycle segment amid wider financial pressures.
• Institutional moves: Quantinno Capital Management increased its stake by 15.2% in Q4, signaling confidence in Honda’s long-term prospects.
• Analyst sentiment: DBS Bank downgraded HMC from “strong-buy” to “hold,” reflecting caution around the revised growth outlook (source: MarketBeat).

Investors will be watching upcoming earnings and product rollouts to gauge whether the hybrid pivot can offset the curtailed EV ambitions and drive sustainable profit growth.