Otter Tail Corp. (OTTR) posted mixed fourth-quarter (Q4) results despite delivering record earnings during the period. The company’s fiscal year 2025 guidance also came out ahead of analyst estimates.

Otter Tail’s fourth-quarter earnings per share (EPS) stood at $1.30, comfortably ahead of an estimated $1.24, according to Stocktwits data.

The low-cost electric utility’s fourth-quarter revenue stood at $303 million, missing estimates of $322 million, and falling from $314 million from the same period a year ago.

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Shanthi M·34m ago

For the full fiscal year 2024, Otter’s EPS stood at $7.17, ahead of the expected $7.11.

Its revenue for the year stood at $1.33 billion, slightly lower than an estimated $1.35 billion and falling from $1.35 billion in 2023.

“Our Manufacturing segment continues to navigate softened end market demand, and we have taken action to mitigate the impact of lower sales volumes on earnings,” said President and CEO Chuck MacFarlane.

Despite the revenue decline and missing analyst estimates, MacFarlane noted that the long-term fundamentals of the company were “intact.”

The company also sounded optimistic about the fiscal year 2025, with its guidance of EPS being in the $5.68 to $6.08 range, while the consensus estimate is at $5.62, according to The Fly.

Assuming that Otter posts an EPS of $6.08 in FY25, it would still be lower by more than 15% compared to FY24.

On Stocktwits, retail sentiment around the Otter Tail stock was in the ‘ bearish’ (40/100) territory, worsening from a day ago.

Otter’s stock has had a challenging few months – it has fallen by nearly 13% over the past six months, while its one-year performance is slightly worse, with a decline of nearly 13.5%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Shopify Stock Gets Downgraded By Phillip Securities As Valuation Concerns Loom, But Retail Stays Exuberant

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These five automobile-linked stocks notched the biggest jump in retail following on Stocktwits in the week ended Feb. 14, 2025:

WeRide Inc. (+460% jump in following)

Chinese self-driving startup WeRide surged to a record high after an SEC filing revealed that AI chip giant Nvidia had taken a stake, owning 1.7 million shares. 

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Shanthi M·34m ago

According to The Fly, Morgan Stanley called the move a sign of growing investor enthusiasm for self-driving technology and the value of strategic alliances in the robotaxi space. The research firm has an 'Overweight' rating and a $23 price target on the stock, which is up 122% year-to-date (YTD).

Phoenix Motor Inc. (+14% jump in following)

Phoenix Motor regained Nasdaq compliance after resolving delays in its SEC filings, giving the stock a lift. Earlier in the week, the company posted fiscal third-quarter revenue of $4.8 million, up sharply from just $0.2 million a year earlier. It cited the successful integration of its transit segment and partnerships in AI and autonomous tech. 

Shares are up 25% YTD.

Strattec Security Corporation (+8% jump in following)

Auto security supplier Strattec continued its rally, likely fueled by strong earnings earlier in the month. Fiscal second-quarter net sales rose 9.6% to $129.9 million, beating estimates, driven by new program launches and rising volumes from key customers like GM and Ford. While sales to Stellantis lagged, demand was strong in North America, particularly from Hyundai.

Shares are up nearly 19% YTD.

Hesai Group (+5% jump in following)

Lidar maker Hesai announced a deeper collaboration with Chinese EV giant BYD, providing lidar for more than 10 upcoming BYD models set for mass production in 2025. BYD, which sold over 4 million intelligent-driving-equipped vehicles last year, is integrating Hesai’s lidar into its next-gen “God’s Eye” ADAS system, expected to expand self-driving features across its lineup. 

Hesai’s stock is up over 29% YTD.

Motorcar Parts of America (+2.5% jump in following)

Motorcar Parts reported strong fiscal Q3 results as it swung to a profit, with revenue rising to $186.2 million from $171.9 million last year. CEO Selwyn Joffe highlighted the company’s leadership in the non-discretionary aftermarket parts sector and its focus on quality and customer service. 

Shares are up 24% YTD.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Shares of Wendy's Company ($WEN) rose more than 1% in after-hours trade on Friday evening after the fast food chain received price target revisions following better-than-expected quarterly earnings, lifting retail sentiment.

Wedbush raised Wendy's price target to $16 from $15.50 with a ‘Neutral’ rating, The Fly reported. The firm noted the company’s fourth-quarter (Q4) earnings per share results and better-than-expected consensus estimates of same-store sales growth.

Wendy's systemwide sales grew 5.4% in Q4 to $3.7 billion, including same-restaurant sales growth of 4.3%. For the full year, systemwide sales grew 3.1% to $14.5 billion, including same-restaurant sales growth of 1.5%, the company said.

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Shanthi M·34m ago

Wendy's Q4 earnings per share came at $0.25, beating consensus estimates of $0.24, while revenue stood at $574.27 million, surpassing estimates of $563.59 million, according to Stocktwits data.

Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bullish’ a week ago. Message volume moved to ‘extremely high’ territory from ‘normal.’

Wendy’s capital allocation policy set a new target dividend payout ratio of 50% to 60% of adjusted earnings and included plans to repurchase up to $200 million of its shares in 2025.

"We are well positioned to accelerate growth, and we have a clear roadmap for Wendy's future. I am excited about the opportunities ahead of us as we strengthen our system across the globe,” said Kirk Tanner, president and CEO. Our new capital allocation policy will enable us to pursue these opportunities and maximize long-term shareholder value."

However, Barclays analyst Jeffrey Bernstein lowered the firm's price target to $16 from $17 with an ‘Equal’ Weight rating on the shares. 

The analyst noted Wendy’s Q4 comp and EBITDA were modestly above Wall Street estimates, driven by the October “SpongeBob SquarePants” collaboration, which includes a “Krabby Patty” meal from the iconic TV show.

According to the research firm, Wendy’s Q1 comp “will be negative on weather and macro headwinds,” added the report.

Wendy’s stock is down 12.27% year-to-date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Retail investors are divided on which company will benefit most as Apple (AAPL) reduces its reliance on Skyworks Solutions (SWKS). 

The company lost nearly a quarter of its market capitalization, and its shares fell to a five-year low after the announcement.

A recent Stocktwits poll shows uncertainty over which company benefits the most from Skyworks’ loss with Broadcom (AVGO) leading at 33%, followed closely by Qualcomm (QCOM) at 28% and Apple’s own internal development, also at 28%. 

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Shanthi M·34m ago

Qorvo (QRVO), another major radio frequency (RF) chip supplier, trails with only 11% of the vote.

With the highest share of the poll, Broadcom already has long-term agreements in place with Apple. 

The company provides wireless connectivity solutions, including Wi-Fi and Bluetooth chips, which are critical components in Apple devices. 

Investors may see Broadcom as a natural alternative to Skyworks, given its established ties with Apple and leadership in RF components.

Meanwhile, Qualcomm is also seen as a likely contender to absorb some of Skyworks' lost Apple business. 

The company has a strong foothold in RF front-end modules, 5G connectivity, and high-performance chipsets used in mobile devices. 

While Qualcomm has historically provided Apple with modem chips, expanding its role in the iPhone supply chain could further solidify its position.

At par, 28% of retail investors believe Apple itself stands to gain the most, signaling confidence in the company’s ability to develop its own RF chips. 

Apple has been increasingly moving toward internal chip design, evidenced by its transition from Intel to in-house silicon for Mac processors. 

If Apple successfully builds its own RF solutions, it could reduce its dependence on third-party suppliers like Skyworks, Qualcomm, and Broadcom altogether.

With no single company standing out as the clear winner, Apple’s evolving supply chain strategy remains a key factor in the RF chip industry’s outlook. 

Whether Apple successfully brings more chip development in-house or continues to rely on major suppliers like Qualcomm and Broadcom will determine the next phase of competition in the sector.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read also: Skyworks Stock Hits 5-Year Low Despite Q1 Earnings Beat As Apple iPhone Business Shrinks: Retail Sentiment Sours

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Shares of WeRide Inc. (WRD) surged nearly 80% to a record high on Friday afternoon, fueled by news that AI chip leader Nvidia has taken a stake in the autonomous driving startup.

A recent SEC filing revealed that Nvidia owned 1.7 million shares of WeRide, valued at about $25 million as of the end of December. 

The disclosure sparked a frenzy of bullish activity on Stocktwits, where both sentiment and message volume hit lifetime highs (100/100). 

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Retail traders were abuzz with excitement, with many discussing potential resistance levels after the massive rally.

Founded in 2017 by Tony Xu Han and Yan Li, Guangzhou-based WeRide develops autonomous driving technologies ranging from Level 2 to Level 4 for applications like robotaxis, robovans, robosweepers, and advanced driver-assistance systems.

Last month, JPMorgan initiated coverage on WeRide with an ‘Overweight’ rating, calling it the world’s first autonomous driving company with operations in 30 cities across nine countries in Asia, the Middle East, and Europe. 

The research firm said WeRide is well-positioned to benefit from global adoption of self-driving tech over the next three to five years.

Last year, WeRide partnered with Uber to introduce autonomous rides in the UAE. The company also launched its Robosweeper S6 and S1 in Singapore, marking the city-state’s first commercial autonomous sanitation project.

WeRide's stock have more than doubled year-to-date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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VinFast Auto Ltd.'s (VFS) shares rose over 1% Friday morning as retail traders cheered the EV maker's latest delivery figures.

On Thursday, the company reported 53,139 global EV deliveries for the fourth quarter, marking a 143% jump from Q3 and a 342% surge from a year earlier. 

For 2024, total deliveries hit 97,399, a 192% increase from the prior year, exceeding its revised target of 80,000.

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VinFast said it now aims to at least double deliveries in 2025.

On Stocktwits, sentiment climbed into the 'extremely bullish' zone amid elevated message volume. 

Many posts this week expressed hopes for a near-term rally in the stock.

The Vietnamese automaker noted it delivered over 10,000 EVs in its home country this January alone, including more than 4,000 VF 3s and 3,300 VF 5s. 

The company also delivered 31,170 electric scooters and bikes in Q4, bringing the 2024 total to 70,977 — a modest 1% increase from 2023.

However, some traders remain wary of VinFast's international growth. Reports suggest that despite the company's attempted push into global markets, only about 10% of its 2024 deliveries were outside Vietnam.

VinFast has shifted focus to Asia, with plans for assembly plants in India and Indonesia, after shelving plans for a U.S. factory last year.

VinFast's fourth-quarter and 2024 financial results are due before the market opens on April 24.

The stock has lost nearly 28% over the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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