Volkswagen:Quarterly Results/2025 Q2: Difference between revisions

Volkswagen:Quarterly Results/2025 Q2 (view source)

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 == Analysts opinions ==
+==== US tariffs ====
+* Neutral; €84->€92, UBS [https://www.investing.com/news/stock-market-news/ubs-lifts-european-auto-stock-targets-as-tariff-impact-eases-4120690 said] the US tariffs are likely to have had less severe impact on European automakers in Q2 than initially feared. It raised its 2025 global light vehicle production (LVP) projection by 3% to 90.4 million units and its 2026 forecast by 2% to 90.9 million, citing improved volume trends in China and US due to reduced impact of the tariffs.
+* Buy (preference shares), €139: Warburg Research [https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-warburg_research_1012195 said] Volkswagen is one of the companies they expect to issue profit warning once the White House announces tariffs on the EU in July.
+==== China ====
+* Neutral; €110:  JPMorgan [https://www.finanzen.net/analyse/volkswagen_vw_vz_neutral-jp_morgan_chase_&_co._1008393 said] their discussions with Ralf Brandstätter, head of Volkswagen Group China signaled that Volkswagen is making clear progress in China with numerous local collaborations. They pointed out that this could accelerate Volkswagen's stabilization of market share in China.