Added to YB: 2026-07-06
Pitch date: 2026-07-02
BMW.DE [neutral]
Bayerische Motoren Werke Aktiengesellschaft
-0.63%
current return
Author Info
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Company Info
Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide.
Market Cap
EUR 36.8B
Pitch Price
EUR 60.50
Price Target
N/A
Dividend
7.27%
EV/EBITDA
8.67
P/E
N/A
EV/Sales
1.03
Sector
Automobiles
Category
turnaround
BMW (BMW Germany): New leadership raises expectations, but investors still need stronger evidence of change
BMW.DE (update): New CEO Nedeljković's first investor event signals cost discipline focus (~€1bn H2 restructuring) but only incremental change, not transformation. Earnings est unchanged post-June profit warning. China ~25% of Q1 volumes remains key risk. New X5 (5 powertrains) strengthens profitable SUV mix from 2027; Spartanburg (450k capacity) aids US tariff position. Sept CMD is key catalyst for a more convincing earnings-growth roadmap.
Read full article (2 min)