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Northland Lowers Price Target On Hyster-Yale, Inc. (HY).

Hyster-Yale, Inc. (NYSE:HY) is among the 13 Best Hydrogen and Fuel Cell Stocks to Buy According to Analysts. Ted Jackson, a Northland analyst, maintained a Market Perform rating on Hyster-Yale, Inc. (NYSE:HY)’ shares and reduced the firm’s price objective from $75 to $50.

A view of an aerial platform from below, its masts and attachments nicely uncovered.

The analyst cut FY25 predictions due to tariffs and economic uncertainties, citing Hyster-Yale, Inc. (NYSE:HY)’s “mixed” Q1 compared to the consensus.

Hyster-Yale, Inc. (NYSE:HY) reported a 14% year-over-year reduction in lift truck revenues in its 2025 business update, which was made public on May 7. This decline was mostly caused by lower sales volumes in the Americas and EMEA areas. A decline in manufacturing absorption and decreased volumes caused a steep decline in adjusted operating profit.

The company’s fuel cell division, Nuvera, reported a larger operational loss both sequentially and year over year due to higher R&D costs. Pretax earnings decreased, resulting in a dip in income tax expense from $25 million to $8 million. Operating cash outflows totaled $36 million in the first quarter, compared to $22 million in inflows the previous year.

Nonetheless, inventory levels improved, declining by around $70 million annually. Strong bookings of $590 million represented both an annual and a nearly 50% sequential rise, while the backlog was stable at $1.9 billion. It is anticipated that capital expenditures in 2025 will fall between $40 million and $65 million.

While we acknowledge the potential of HY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025.

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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