Volkswagen Analysts Opinions

Investments
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Sell->neutral, €75 ->€105: Analyst Patrick Hummel of UBS said there are tailwinds for sales and there is progress on earnings. He said skepticism regarding Volkswagen’s business in China is holding him back from “buy” recommendation.

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Overweight, €105-> €125: Barclays said Volkswagen is likely to achieve the low point of its earnings guidance in 2025. He said the start of 2025 is likely to be weak but there is likely to be some activity given the medium-term decline in spending. He added that the comparisons between investments and cash flows certainly looks good.

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Hold->Buy, €115->€125: Analyst Pal Skirta of Metzler Bank sees Volkswagen as a winner of the German federal election and the European plans for the auto industry. He said Volkswagen brands are in a good position when it comes to subsidies for electric cars.

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Neutral, €110: Analyst Jose Asumendi of JPMorgan said Volkswagen’s presentations at the Shanghai Auto Show are likely to deepen its technological footprint and underpin its sales momentum from 2026 onwards.

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Neutral, €110: JPMorgan analyst Jose Asumendi said CEO of Volkswagen Group China Ralf Brandstätter provided an update on their China strategy, which demonstrates clear progress with numerous local partnerships.

https://www.finanzen.net/analyse/volkswagen_vw_vz_neutral-jp_morgan_chase_&_co._1008393

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Analysts cautiously optimistic on Volkswagen ahead of Q2 2025

  • Buy, €125: Analyst Tim Rokossa of Deutsche Bank expects Volkswagen to have performed solidly in the second quarter.
  • Buy, €130->€125: Analyst Philippe Houchois of Jefferies expects Q2 2025 results to shake the company’s annual guidance. Houchois said he lowered his estimates.
  • Sector perform; €112: Analyst Tom Narayan of RBC said market expectations for Q2 and full year appear reasonable.
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Buy, €125: Jefferies analyst Philippe Houchois said the restructuring of Volkswagen brand is visibly progressing. He added that Audi’s product refresh is now beginning across all models, regions, and expanded powertrains and that according to CEO Oliver Blume, Porsche should regain momentum in mid-2026.

https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-jefferies_&_company_inc._1027889

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Buy, €125: Deutsche Bank Research wrote that Volkswagen said at the IAA motor show that it’s on the right track with the strategy it has been implementing since 2023. It added that Volkswagen also reported continued order situation unlike other volume manufacturers.

https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-deutsche_bank_ag_1028162

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Sector Perform, €117: RBC analyst Tom Narayan thinks VW’s cost savings and new initiatives are likely to bear fruits in the next 12 to 18 months.

https://www.finanzen.net/analyse/volkswagen_vw_vz_sector_perform-rbc_capital_markets_1028937