$TM

Toyota is recalling 228,367 U.S. vehicles (2022-2026 Sienna hybrids) due to potential seatback safety issues, according to the NHTSA. The recall may impact consumer trust and brand reputation. Toyota's stock is undervalued based on its P/S ratio (0.76x) and GF Value ($218.27 vs. $197.64 price), but faces challenges due to the recall and cash-flow-negative status. Insiders and institutional investors show positive sentiment.

Toyota Motor Corp. (TSE:7203) is recalling ~105,800 Land Cruiser Hybrids (2024–2027) for a fuel-tube leak fix. The company tested 70 MPa hydrogen fueling for heavy trucks, aiming for 8-minute fills and 450-mile ranges by 2027. Toyota plans to invest $3.6B in a Texas truck plant by 2030.

The NHTSA issued recalls for multiple automakers, including Ford, Toyota, Hyundai, Audi, Porsche, and Subaru. Issues range from speedometer failures to fuel leaks and wheel detachment risks. Ford (F-150, Super Duty) and Toyota (Land Cruiser Hybrid, Lexus NX) are among the affected models. Porsche and Subaru issued 'Do Not Drive' warnings for certain vehicles.

Toyota (TM) and Honda (HMC) are testing humanoid robots in Japanese factories. Toyota's ELEY robot performs tasks like part picking and fabric folding, with plans to deploy up to 400K robots by 2028. Honda focuses on robots with dexterous hands, aiming to sell the tech in the early 2030s. Both companies emphasize robots working alongside humans.

Philippine vehicle sales fell 6% in September 2026 to 35,722 units, marking nine months of decline. Year-to-date sales dropped over 10% to 307,060 units. Toyota, Mitsubishi, and Suzuki reported declines, while BYD's sales surged. Electrified vehicle sales rose 164%. GDP growth slowed to 2.3% in Q2 2026, and inflation increased due to higher fuel prices.

Malaysia's new vehicle sales rose 19% year-on-year in September 2026 to 69,609 units, driven by BEV demand and economic growth. Year-to-date sales increased 4% to 602,633 units. Proton led BEV sales, while Perodua and Toyota saw mixed results. The MAA raised its 2026 forecast to 800,000 units.

North Carolina cooperatives partnered with WeaveGrid to launch EVConnectNC, a program managing EV charging to balance grid demand. Volkswagen recalled 22,524 ID.4 EVs due to battery fire risks. PACT showcased fire-containment tech at The Battery Show. BMW, IONNA, and Alpitronic demonstrated 460 kW charging on the iX5 60 xDrive. Rivian ranked second in U.S. EV sales, while Toyota validated fast hydrogen truck refueling.

Toyota is entering the humanoid robot market, according to a Financial Times report. The company has a history with the T-HR3 robot and a research tie-up with Boston Dynamics. However, claims about new robots and deployment numbers lack official confirmation. Tesla and Chinese suppliers are already active in this space.

Toyota's RAV4 lost its top-selling compact SUV spot to Honda's CR-V in 2026, with CR-V selling 336,844 units vs. RAV4's 253,664. Toyota's hybrid-only RAV4 production issues affected sales. Both SUVs compete on space, reliability, and fuel efficiency, with RAV4 offering better fuel economy. Toyota plans to address supply issues.

Siemens and NVIDIA invested $560M in AI-enhanced automation at Siemens' German factory. Toyota proposed a 'Made with Europe' approach for EU industrial policies. KPMG's survey found 47% of automotive execs expect workforce reductions by 2035. Nikon AM won a U.S. defense contract for 3D printing missile parts.