Update shared on 10 Nov 2025
Fair value Increased 1.47%The analyst price target for Mercedes-Benz Group has increased modestly, rising from €60.08 to €60.96. Analysts cite improved revenue growth expectations and stable profit margins as factors supporting the updated valuation.
Analyst Commentary
Recent adjustments to Mercedes-Benz Group’s price targets reflect a mix of optimism and caution among industry analysts. Their perspectives provide insight into both the company’s growth potential and the headwinds it faces.
Bullish Takeaways
- Bullish analysts have increased their price targets. This reflects confidence in Mercedes-Benz Group’s revenue growth prospects and stable profit margins.
- The company continues to benefit from strong brand positioning and resilient demand in key markets. These factors support long-term valuation.
- New coverage is being initiated with positive ratings, which suggests expectations for continued strong financial performance and successful execution of strategic initiatives.
Bearish Takeaways
- Bearish analysts express concerns about near-term risks related to international trade policies, particularly potential tariffs affecting U.S. operations.
- A deteriorating environment in certain overseas markets, especially China, is seen as a threat to future growth and earnings stability.
- Recent downward revisions to ratings indicate uncertainty surrounding the company’s ability to navigate macroeconomic and geopolitical challenges.
What's in the News
- The White House is preparing to ease tariffs on the U.S. auto industry with a five-year extension for discounted tariffs on imported car parts. This decision is expected to benefit automakers including Mercedes-Benz. (Bloomberg)
- Automakers are seeking to secure global supplies of rare earths in advance of new Chinese export controls. These measures could lead to parts shortages and impact production, and Mercedes-Benz is listed among the affected industry players. (Reuters)
- The Mercedes-Benz pension trust has sold its entire stake in Nissan Motor for $324.65 million, completing a major divestment from the Japanese automaker. (Reuters)
- Amazon is testing General Motors’ electric BrightDrop vans in its delivery fleet alongside vehicles from manufacturers such as Mercedes-Benz and Rivian. (Bloomberg)
- XPeng plans to accelerate international expansion and launch its mass-market Mona brand abroad next year. This move is expected to intensify competition for Mercedes-Benz and other global automakers. (CNBC)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €60.08 to €60.96. This reflects modest optimism in valuation.
- Discount Rate has edged up from 9.81% to 9.98%. This indicates a marginal increase in perceived risk or expected return.
- Revenue Growth expectations have increased from 1.57% to 2.44%. Analysts now anticipate higher future sales growth.
- Net Profit Margin has improved slightly from 5.79% to 5.82%. This points to incremental gains in profitability forecasts.
- Future P/E (price-to-earnings) ratio has dipped marginally from 9.23x to 9.20x. This implies that forward earnings valuations remain stable.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.