CARZ First Trust S-Network Global Auto ETF Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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18:54
Aug 28
Aug 28
Tariffs lift lumber, hit autos
The escalating US-Canada trade war with 50% tariffs will raise costs for Canadian imports such as lumber and paper, and is expected to hit the US auto industry through more expensive auto parts and cars.
MED
21:19
Aug 24
Aug 24
Canadian autos face delayed tariff threat
Canada and the U.S. recognize how important the auto industry is to both economies, and Trump has threatened 50% tariffs on Canadian autos beginning around January 1. The delay after midterms creates room for negotiation, but the Canadian auto sector still faces significant tariff risk with spillover effects on both countries.
MED
23:00
Aug 21
Aug 21
Permanent auto/steel tariffs hurt North American manufacturing
Accepting permanent tariffs on Canadian steel, aluminum, cars and car parts is self-mutilating for both Canada and the US because these inputs raise costs for US manufacturers and will especially hurt Detroit's integrated North American auto production.
HIGH
21:37
Aug 13
Aug 13
Auto OEMs gain recurring software subscription profits.
The auto industry is becoming more software-focused and software-aware, led by robotaxi autonomous-driving technology that is trickling down to personally owned cars. Auto OEMs can charge subscription revenue for this software, expanding the value proposition of a vehicle, expanding the OEM profit pool, and potentially reducing industry cyclicality through recurring revenue.
HIGH
11:00
Aug 04
Aug 04
Accumulate lagging Korean auto sector.
The auto sector has not participated in the recent broad bounce and remains under pressure. As the market rotates through beaten-down areas, auto stocks offer a gradual accumulation opportunity on dips. The speaker explicitly says 'I should accumulate them little by little.'
MED
00:50
Jul 31
Jul 31
Watch oversold sectors for a rebound.
Investors should watch for a rebound in heavily oversold sectors like machinery, automobiles, IT appliances, and chemicals. These sectors have been disproportionately punished during the market downturn. As the market begins to normalize, capital is likely to rotate into these undervalued and neglected areas, presenting a recovery opportunity.
MED
23:30
Jul 10
Jul 10
Oversold sectors will rebound sharply
Oversold sectors that were unfairly hit during the leveraged ETF-driven sell-off will experience sharp rebounds. Short covering is already underway, and institutional money is flowing into these areas. The anticipated regulation on single-stock leveraged ETFs will reduce concentration in large-cap tech and trigger rebalancing, further lifting power equipment, nuclear, automobile, and securities stocks.
HIGH
23:01
Jul 10
Jul 10
Avoid inconsistent, economy-dependent sectors
Stocks lacking consistent secular growth should be avoided. This includes cyclical companies (materials, discretionary), financials (banks, insurers), consumer packaged goods with low single-digit growth, and high-fixed-cost businesses like automakers, airlines, and department stores. Their earnings are hostage to the economy and they cannot make money in all market environments.
HIGH
08:49
Jul 10
Jul 10
Foreign capitulation creates auto/KOSDAQ comeback trade.
Foreign investors have heavily sold autos and KOSDAQ stocks, driving them to lows. With won strengthening and risk appetite returning, foreign flows are likely to come back into these most-sold, low-foreign-ownership pockets, creating a rebound trade.
MED
08:30
Jul 04
Jul 04
Buy Korean non-chip sector leaders
Korean non-semiconductor sectors—defense, shipbuilding, power equipment, and automobiles—should be overweighted. JPMorgan has named Korea its top-pick market excluding semiconductors, citing solid earnings and governance improvements in these sectors. Additionally, extreme market concentration has left many of these stocks deeply oversold and thinly traded, creating the conditions for a sharp reversal on any positive trigger. The speaker recommends gradually accumulating leading stocks in each sector, with shipbuilding (e.g. Hyundai Heavy Industries) still lagging and offering opportunity.
HIGH
15:28
Jun 29
Jun 29
Avoid industrials, auto, aerospace on USMCA.
USMCA review tail risks are asymmetric and underappreciated; industrials, auto, and aerospace sectors are most exposed to trade uncertainty.
MED
11:00
Jun 16
Jun 16
Auto sector attractive for rotation.
Korean auto stocks are attractively valued and have been beaten down; as sector rotation continues, autos are a logical next candidate to catch up. With reasonable earnings and low expectations, they offer decent upside in a broadening market.
LOW
01:30
May 20
May 20
Auto sector resilient, labor noise temporary.
The automobile sector is resilient, with Hyundai Motor and Kia holding above the 20-day moving average. Recent labor-related noise (Hyundai Motor's 11% drop) is a temporary issue; government and public opinion support management, and the stock is expected to recover quickly. The sector remains a core holding for the rebound.
HIGH
18:45
May 09
May 09
Auto loan stress and record debt levels will reduce new car sales, especially financed purchases. The First Trust NASDAQ Global Auto Index (CARZ) tracks major automakers and suppliers; lower demand and higher financing costs hurt earnings. Short the auto sector ETF as a broad hedge against consumer auto spending contraction. EV subsidies or trade policies could boost specific automakers; a recession may already be priced in.
HIGH
00:51
Apr 17
Apr 17
Bullish on U.S. car companies.
The tax deduction for interest on American-made car loans is boosting demand and causing car companies to expand significantly, leading to growth in the sector.
MED
21:45
Apr 15
Apr 15
Bullish on hybrids over EVs in US.
Skeptical about EV adoption in the US despite higher gas prices; believes hybrids, especially non-plug-in hybrids, will see more demand as they require less adjustment and help save on fuel costs, and hybrids have been gaining strength.
HIGH
15:28
Feb 24
Feb 24
Goolsbee highlights that the Chicago Fed District (a hub for auto production) is "very amped up" about USMCA renegotiations and tariffs on "parts, components, supplies." The auto industry relies on a global/North American supply chain. Goolsbee explicitly states that CEOs are pausing hiring because "we don't know what the rules of the road are going to be." Uncertainty regarding tariffs freezes capital expenditure and complicates pricing models for legacy automakers. Avoid the sector until trade policy (USMCA/Tariffs) is clarified. A sudden, favorable resolution to trade talks could spark a relief rally.
18:16
Feb 23
Feb 23
Mazda CEO confirms the new 15% tariffs impact their operations. While they are ramping US production (Alabama), key models like the Mazda 3 are imported and face immediate cost hikes. Automakers are in the crosshairs of the new Section 122 tariffs. They face a choice: absorb the 15% cost (crushing margins) or pass it to consumers (crushing demand). With affordability already an issue, this sector faces a "lose-lose" policy environment. AVOID AUTO SECTOR. Administration grants specific exemptions for auto imports from allies.
About CARZ Analyst Coverage
Buzzberg tracks CARZ (First Trust S-Network Global Auto ETF) across 6 sources. 8 bullish vs 1 bearish calls from 15 analysts. Sentiment: predominantly bullish (39%). 18 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Stacey Vanek Smith, Melissa Shin, Chrystia Freeland.