GT Goodyear Tire & Rubber Loading... : Investor Sentiment and Bull/Bear Views
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16:00
Mar 12
Mar 12
"Goodyear Tire company is also doing great work right now and making these tires softer, changing it up to help make the cars more challenging to drive on the track... the tire really makes a huge difference right now on what kind of racing we put on the race track." High-profile, unsolicited endorsements from top-performing athletes in premier motorsports validate a manufacturer's R&D and engineering capabilities. Goodyear's successful product iteration in a highly visible, extreme-use environment solidifies their B2B monopoly supplier status with NASCAR and enhances brand equity, which can translate to increased pricing power and market share in the consumer tire market. LONG. Positive product feedback on a national broadcast acts as a strong marketing catalyst, validating Goodyear's R&D spend and reinforcing their brand dominance in the automotive sector. Consumer tire demand is highly cyclical and heavily dependent on broader macroeconomic conditions and global auto sales, which may outweigh the localized benefits of motorsport marketing.
12:05
Mar 04
Mar 04
Continental CEO warns that rising oil prices directly impact raw material costs (synthetic rubber/carbon black are oil derivatives). He notes there is a lead time before these costs hit the P&L, but the impact is coming. Tire manufacturers operate on a lag. They will incur higher input costs immediately but cannot raise prices on consumers fast enough to offset it (typically a 6-month lag). This guarantees margin compression in the coming quarters. AVOID/SHORT Tire Manufacturers (Continental, Goodyear). Oil prices collapse quickly, or demand for replacement tires spikes unexpectedly.
09:36
Feb 02
Feb 02
Goodyear value turnaround; 0.8 P/B
The author argues Goodyear is a value investing pick that Warren Buffett or Michael Burry would consider, trading at a P/B of 0.8 with earnings forecast to grow 108% per year. Operating cash flow is turning positive and the company is divesting activities to cover debt and high interest payments. The author sees this as a turnaround point and is excited about the chart.
HIGH
16:17
Jan 04
Jan 04
US Venezuela capture bullish; cheaper oil, no bear case.
The author presents a bullish update on Goodyear based on the possibility that the US secures Venezuela, provides property rights, and removes sanctions, allowing private companies to return to their plants without gang attacks. The base case is cheaper oil for US Goodyear facilities, and the author sees no bear case. This implies a long opportunity if the Venezuela capture scenario unfolds.
HIGH
15:28
Jan 04
Jan 04
Bullish on GT reclaiming Venezuelan factory without sanctions
GT is bullish because the company could reclaim its Venezuelan factory and resume operations without sanctions, whether US or opposition control prevails. The author is not buying on the news alone.
HIGH
15:19
Jan 04
Jan 04
Venezuela regime uncertainty threatens GT factory recovery
The author cautions against bullish Venezuela DDs on GT. A new regime may not honor previous agreements and US company employees cannot travel to Venezuela, making the factory recovery uncertain.
MED
15:03
Jan 04
Jan 04
Venezuela transition may return plant and boost profits
The author argues the U.S.-backed transition in Venezuela could return Goodyear's seized Valencia plant, providing a fully constructed facility worth roughly $500M+ and avoiding greenfield construction costs. Reclaimed operations plus local low-cost inputs like carbon black, revived oil, and hydroelectric power could restore significant earnings, with a projected $250–300M annual segment operating income by 2028. The catalyst is Maduro's capture and the potential plant return under a transition government, with incremental operating income expected within about two years.
HIGH
15:02
Jan 04
Jan 04
Venezuela transition returns seized plant, restoring $250-300M annual operating income.
The author argues that the U.S. capture of Maduro and a U.S.-backed transition could return Goodyear's seized Valencia plant, unlocking a fully constructed facility without greenfield costs. He projects that restored operations, aided by local carbon black, revived oil/petrochemical supply, and stable hydropower, could add $250–300 million in annual segment operating income. The catalyst is the Venezuelan political transition, with the income contribution expected within two years.
HIGH
14:59
Jan 04
Jan 04
Venezuela overhaul bullish for Goodyear's seized tire plant
The author argues Goodyear's Valencia plant, seized by Maduro in 2018, could be returned under a U.S.-backed transition. Reclaiming a fully constructed facility avoids greenfield costs and captures post-war demand, while local carbon black, revived Venezuelan oil/petrochemicals, and hydroelectric power would make it a low-cost producer. By 2028, a fully utilized plant could contribute $250M–$300M in annual segment operating income, completing the bullish thesis.
HIGH
About GT Investor Commentary
Across the available history and selected sources, Buzzberg tracks GT (Goodyear Tire & Rubber) across 6 sources: 6 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 60% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: BarbarianCap, Tyler Reddick, Christian Kötz.