Key Highlights

  • Credit Acceptance is changing hands 16.11% lower at $483.05, following a third-quarter net loss of $56.6 million.
  • AutoNation is up 10.73% at $187.51 as adjusted Earnings Per Share reached $5.11.
  • Standard Motor Products reported a record $66.6 million in adjusted EBITDA.
  • Workhorse Group trades 11.96% higher at $2.86, reacting to a modular AI infrastructure partnership.
  • Verra Mobility is 14.37% lower at $2.86, with third-quarter Revenue down 1% to $258.9 million.

Which Auto-Linked Stocks Are Moving the Most Today?

Five auto-linked stocks are on the move on Oct 30, 2026, spanning dealers, parts makers, lenders, electric trucks and rental fleet services. Workhorse Group (NASDAQ:WKHS) is higher by 11.96% at $2.86, Standard Motor Products (NYSE:SMP) has climbed 10.90% to $42.42, and AutoNation (NYSE:AN) has added 10.73% to $187.51. On the other side, Credit Acceptance (NASDAQ:CACC) has dropped 16.11% to $483.05 and Verra Mobility (NASDAQ:VRRM) has lost 14.37%, to $2.86.

Four of the five names are reacting to third-quarter results, whereas Workhorse Group is responding to a Partnership announced on Oct 29. Every figure is a percentage change in the current share price. Several reactions are inferred from timing, and Workhorse Group and Verra Mobility fit the auto theme more loosely than the dealer, parts and lender names. Credit Acceptance is the only name carrying a GAAP loss, while Verra Mobility also announced Leadership changes at the chief executive and chief financial officer level.

AutoNation: what is driving the rise after a seventh straight quarter of adjusted gains?

AutoNation posted adjusted diluted EPS of $5.11, up from $5.01, and described it as its seventh consecutive quarter of adjusted growth. Revenue dipped 0.4% to $7.01 billion. GAAP diluted EPS, however, fell to $4.87 from $5.65, which means the adjusted improvement was partly helped by a smaller share count.

Cash ended the quarter at $51.2 million, and Buybacks totaled $162.9 million during the period. Parts and service Gross Profit reached a record $616.6 million, while AutoNation Finance contributed $15.4 million. The board raised the buyback authorization by $1.0 billion, leaving $1.4 billion available as of Oct 28. Before today, the shares were down roughly 35% over a year, with a Market Value near $5.3 billion and a 52-week range of $151.82 to $235.81. The company runs one of the largest franchised dealership networks in the United States, and same-store new vehicle units fell 5.3% while used units dropped 6.3%.

Standard Motor Products: how did record adjusted EBITDA translate into a share gain?

Third-quarter adjusted EPS from continuing operations came in at $1.54, a 13.2% advance from $1.36. Adjusted EBITDA hit a record $66.6 million, and net sales grew 1.8% to $507.8 million. The company manufactures automotive replacement parts through four segments.

Net Debt declined to $381.9 million, bringing net debt Leverage to 1.8 times, below the 2.0 times year-end target. Temperature Control sales dropped 4.1%, while Vehicle Control climbed 6.0%. Management reaffirmed 2026 guidance and set a $0.33 quarterly Dividend payable Dec 1, 2026. Adjusted net sales rose 2.8% to $512.9 million, and the company said it expects tougher comparisons ahead in Engineered Solutions.

Workhorse Group: why is the RHAELM partnership lifting the shares?

Workhorse Group said on Oct 29 that it is moving into modular AI infrastructure through a partnership with UK-based RHAELM, built around its TerraPod product. The release offered little detail on deal size or timing.

The company manufactures electric commercial vehicles in Indiana. Second-quarter revenue came to $3.6 million with a net loss of $20.2 million, and cash stood at $9.6 million at June 30, alongside $30.0 million drawn under a Cash Flow credit agreement. A market value near $29 million came from earlier data rather than today's price. Workhorse has outlined mobile AI data centers with deliveries targeted for 2027, and it plans to report third-quarter results on Nov 12, 2026.

Credit Acceptance: why is a GAAP loss outweighing higher adjusted EPS?

Credit Acceptance recorded a third-quarter net loss of $56.6 million, or $5.43 per diluted share, compared with Net Income of $108.2 million a year earlier. A methodology change reduced forecast collection rates on loans assigned between 2022 and 2026.

Adjusted EPS climbed to $13.01 from $10.28, and Loan assignment Volume grew 51.0% to roughly $1.4 billion. The forecast for the 2026 assignment year slipped to 65.3% from 67.1%. The reaction is inferred from the timing and content of the release, and unrestricted cash stood at just $1.3 million. The lender extends auto financing through dealers to consumers with limited or impaired credit, and it bought back $161.6 million of stock in the quarter.

Verra Mobility: how do the revenue slide and the Avis relationship end weigh on the stock?

Verra Mobility posted third-quarter revenue of $258.9 million, down 1%, while Commercial Services revenue fell 14%. The company pointed to reduced fleet volumes from Avis Budget Group (NASDAQ:CAR), whose relationship it is ending effective Jan 30, 2027 according to its filing, although source timelines conflict.

Adjusted EBITDA slipped to $103.9 million, and full-year guidance was reaffirmed. Jon Newhard takes over as chief executive on Nov 1, 2026. Older market data put the 52-week low at $2.62, close to the current price. The auto connection comes from rental fleet exposure. Adjusted EPS was $0.36 against $0.37, while Government Solutions revenue rose 12% to $136.8 million and free cash flow climbed to $89.4 million.

How the Auto Names Compare: Net Move, Spread and Price Ratio

Across the five signed moves, the calculated average is up 0.62%, because gains and losses nearly cancel out. The calculated spread between Workhorse Group's 11.96% gain and Credit Acceptance's 16.11% decline is 28.07 percentage points. The three gainers average a calculated 11.20%.

Share prices diverge sharply. The calculated price ratio between Credit Acceptance at $483.05 and Verra Mobility at $2.86 is about 168.9 to 1. The bases also differ: the dealer and parts names rose on adjusted earnings or record metrics, Credit Acceptance fell on a GAAP loss despite higher adjusted EPS, and Workhorse Group moved on a partnership.

What to Watch Next: Dividend Record Dates, Earnings Dates and Leadership Handover

Workhorse Group has the clearest date, with third-quarter results scheduled for Nov 12, 2026. Standard Motor Products has a Nov 16, 2026 dividend Record Date and a Dec 1, 2026 payment date.

Verra Mobility's new chief executive starts on Nov 1, 2026, and the Avis exit follows on Jan 30, 2027. AutoNation has no known date for its fourth-quarter report, and no dated release was identified for Credit Acceptance, so both remain open items to check. Investors will watch whether AutoNation's after-sales profit keeps offsetting lower vehicle volumes, whether Standard Motor Products continues to reduce debt, and whether Credit Acceptance's lower collection assumptions weigh on coming results. Workhorse Group's report will also reveal cash burn and delivery volumes.