I recently spoke with a tech investor who saw BYD stock jump from $5 to $20, only to witness Warren Buffett’s exit in 2025. He remarked, It’s a heads-up, but no need to panic. He was reviewing the latest data and projections. For anyone in U.S. finance or business, it’s vital to understand BYD’s basics, how it fluctuates, and its role in the global market.
Understanding BYD: From Shenzhen Startup to EV Giant
BYD Company (BYDDF in the U.S. and 1211.HK in Hong Kong) is the top electric vehicle maker by sales. Wang Chuanfu founded BYD in 1995. It moved from redesigning cellphone batteries to leading in affordable electric cars, hybrids, and advanced battery tech. By 2024, it outsold Tesla in yearly EV sales, validating Buffett’s long-term belief in the company.
Key Businesses:
Electric vehicles (cars, buses, trucks), batteries, energy storage, monorails, electronics manufacturing.
Global Reach:
Strongest in China, with growing presence in Europe, Southeast Asia, South America, and increasing U.S. fleet deals.
What Gives Them an Edge:
They control their battery production costs, have large-scale manufacturing, diverse models, and a solid global supply chain.
BYD Stock: What’s Happening Now
Current Price: $14.56 (USD ADR on OTC as of September 22, 2025), HK$110.5 on the Hong Kong exchange.
Market Value: About $132.7 billion (USD).
52-Week Range: $20.50/$10.10 (USD OTC).
P/E Ratio: 13.74, Dividend yield: 1.2%.
Price Swings: Shares are down over 30% from their highest point, mainly because of Berkshire Hathaway’s exit and EV price wars in China.
How Easy to Trade: High trading volume in Hong Kong; less so in the U.S., but still accessible.
Buffett’s Exit: What It Means
Berkshire Hathaway sold its entire stake in BYD in 2025, ending an investment that made about 30 times its original value.
Market View:
A move by Buffett suggests a major strategy change, with concerns about regulations, competition, or profits.
Analyst Opinions:
Some believe the stock is undervalued. Others point to more global competition (Tesla, VW, Chinese newcomers), tighter regulations, and pressure on prices, particularly in China.
What’s Driving BYD’s Business?
EV Leadership: Sold over 3 million cars globally in 2025, especially plug-in hybrids in China and Southeast Asia.
Battery Expertise: BYD is a leading battery maker for its cars and other companies. Their Blade Battery tech is a key advantage.
Growing Exports: Expanding into Germany, the UK, Brazil, Thailand, and Mexico. Focusing more on U.S. commercial and fleet sales, despite regulatory issues.
Research and Innovation: Continuously launching new models, with fast R&D, and investments in software and self-driving tech (though behind U.S. competitors in some areas).
Energy Storage and Buses: Rapid growth in electric bus sales to cities worldwide and large-scale battery storage projects.
What Investors Can Learn
Stay Informed, Do Your Homework: Buffett’s exit caused a drop in trading in Hong Kong, and a similar dip in the U.S.
Know the Basics: BYD is still profitable, has a good P/E ratio and cash flow, and is more diverse than many EV companies.
Price Swings Create Chances: Shares have varied quite a lot in the past year. Use strategies to limit risk.
Think Globally: BYD’s future depends more on Europe, India, Southeast Asia, and Latin America than on China or the U.S.
Analyst Targets, Risks, and Opportunities
Predictions: Most expect the Hong Kong price to be around HK$120–130, and the ADR at $16–17, if exports keep growing.
Risks:
Chinese subsidies, EV price wars, global supply chain issues, and rising material costs.
Upsides:
Battery cost advantages, access to new markets, and a strong lineup of affordable models for developing countries.
Common Mistakes Trading BYD Stock
Just Following Headlines:
Base your decisions on your research, especially as EV regulations and trade issues increase.
Ignoring Currency Changes:
The ADR price can change with news from China and shifts in currency values.
Only Seeing the Cars:
BYD’s value is also in batteries, buses, energy storage, and tech partnerships.
Where This Information Comes From
The data and analysis come from direct stock quotes, reports from Bloomberg, Barron’s, and CNBC, and BYD’s updates. Analyst opinions and institutional insights shape the outlook, and comparisons are made to Tesla, NIO, and Stellantis.
In Conclusion: What’s Next for BYD Stock Investors
BYD stock is more than just a Buffett pick. It shows the global move to electric vehicles, battery tech, and new transportation. While it may not repeat past gains, BYD’s ability to keep growing and innovating will drive its future.
What to Do Next
Are you trading BYD stock or following the battery and EV market? Share your thoughts in the comments. For investment choices, speak with a financial advisor.
