Toyota (TM) Mulls U.S. Production for Next RAV4 Model

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Apr 21, 2025
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Key Takeaways:

  • Toyota considers shifting RAV4 production to Kentucky amid tariff concerns.
  • Analysts forecast significant upside potential for Toyota's stock.
  • Expert consensus suggests an "Outperform" status for TM shares.

Toyota Motor Corporation (TM, Financial) is strategically evaluating the relocation of manufacturing for its forthcoming RAV4 SUV to Kentucky. This shift from importing models from Canada and Japan is primarily driven by potential trade tariff implications. The eagerly anticipated 2026 RAV4 is set to launch in the global market later this year.

Wall Street Analysts Forecast

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Industry analysts have provided one-year price targets for Toyota Motor Corp (TM, Financial), revealing an average target price of $218.15. Expectations range from a high of $227.12 to a low of $209.17, indicating a promising upside potential of 23.68% from the current share value of $176.38. For a deeper dive into these projections, visit the Toyota Motor Corp (TM) Forecast page.

The consensus among 3 brokerage firms places Toyota Motor Corp's (TM, Financial) average brokerage recommendation at 2.3, reflecting an "Outperform" status. This recommendation scale, which ranges from 1 (Strong Buy) to 5 (Sell), underscores the firm's favorable market position.

According to GuruFocus analyses, the projected GF Value for Toyota Motor Corp (TM, Financial) over the next year stands at $200.63. This suggests a potential upside of 13.75% from the current trading price of $176.38. The GF Value signifies the estimated fair value of the stock, calculated based on historical trading multiples, previous business growth, and future performance projections. For further insights, explore the Toyota Motor Corp (TM) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.