Dec 20, 2025 • Sahm
BULLISH
Is Lithia Motors a Bargain After Recent Share Price Dip and DCF Outlook?
Lithia Motors' stock has seen a recent dip but is up over the last month, suggesting a potential turning point for investors. Despite a challenging automotive market, the company's aggressive dealership acquisition strategy indicates continued growth. Simply Wall St's analysis suggests that Lithia Motors is undervalued based on both Discounted Cash Flow and Price-to-Earnings metrics, scoring a 5/6 valuation check.
Dec 06, 2025 • Sahm
BULLISH
Lithia’s Toronto Dealership Buys and Buybacks Could Be A Game Changer For Lithia Motors (LAD)
Lithia Motors (LAD) has expanded its North American presence by acquiring three Hyundai dealerships and Fines Ford in the Greater Toronto Area, expected to add US$540 million in annualized revenue. Concurrently, the company repurchased approximately 3.3% of its outstanding shares, aiming to boost per-share results and advance its omnichannel strategy. These actions support Lithia's growth thesis and could positively impact its investment narrative, especially considering analyst forecasts for significant revenue and earnings growth by 2028.
Dec 03, 2025 • Sahm
BULLISH
Lithia & Driveway (LAD) Provides Share Repurchase Update and Continues to Expand in Canada
Lithia & Driveway (LAD) has announced significant share repurchases, with $274 million invested in the recent quarter to buy back nearly 875,000 shares, and a total of $933 million year-to-date. The company also expanded its Canadian presence by acquiring Fines Ford in the Greater Toronto Area, expected to add $100 million in annualized revenue. These actions underscore LAD's confidence in its profitability and commitment to strategic growth and shareholder value.
Nov 22, 2025 • The Acquirer's Multiple
SOMEWHAT-BULLISH
David Abrams Top 5 Positions Represent 80% Of The Total Portfolio
David Abrams's Q3 2025 filing reveals that Abrams Capital Management, L.P. has a $6.17 billion portfolio heavily concentrated in just five holdings, which together make up nearly 80% of total assets. These positions include Loar Holdings Inc. (LOAR), Lithia Motors Inc. (LAD), Asbury Automotive Group (ABG), Alphabet Inc. Class A (GOOGL), and Tempur Sealy International Inc. (TPX), reflecting Abrams's strategy of focusing on durable, cash-rich businesses. His investment philosophy emphasizes long-term compounding and disciplined capital allocation rather than broad diversification.
Nov 18, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
David Abrams Increases Stake in Lithia Motors Inc: A Strategic Move in Q3 2025
David Abrams (Abrams Capital Management) increased his stake in Lithia Motors Inc (NYSE:LAD) by 45,856 shares, bringing his total holding to 2,490,534 shares. This move, detailed in his Q3 2025 13F filing, represents a 1.88% increase in share count and a 0.23% impact on his portfolio. Abrams' investment strategy is value-oriented, focusing on long-term holdings in a concentrated portfolio across various asset classes.
Nov 11, 2025 • Sahm
BULLISH
Lithia & Driveway (LAD) Continues Strategic Luxury Network Expansion and is Named to TIME America's Growth Leaders List
Lithia & Driveway (LAD) announced the acquisition of Porsche Beverly Hills and Audi Santa Monica, adding an estimated $450 million in annualized revenue and further expanding its luxury automotive network. This acquisition brings LAD's year-to-date acquired annualized revenue to $2.1 billion. Additionally, LAD has been recognized as #165 on TIME's America's Growth Leaders of 2026 list for its exceptional growth and market performance.