Update shared on08 Oct 2025
Fair value Decreased 1.48%Narrative Update: Daimler Truck Holding
Analysts have slightly reduced their average price target for Daimler Truck Holding, lowering it from EUR 44.12 to EUR 43.46. They cite a modest slowdown in revenue growth and a mild increase in discount rates as the reasons for this adjustment.
Analyst Commentary
Recent street research reflects a mix of cautious optimism and tempered expectations following updated price targets for Daimler Truck Holding.
Bullish Takeaways- Bullish analysts continue to maintain positive ratings on Daimler Truck shares, suggesting ongoing confidence in the company's long-term growth potential.
- Despite the reduction in price targets, expectations around operational execution remain favorable as the company demonstrates resilience in a challenging market environment.
- Outperform ratings are being reaffirmed, indicating analysts believe Daimler Truck can deliver stronger returns compared to sector peers.
- The company's leadership in its segment supports optimism for revenue recovery and margin improvement over the medium term.
- Bearish analysts point to the lowered price targets as a sign of concern over slower than expected revenue growth.
- Recent updates cite increased discount rates, which may impact the company's valuation and investor sentiment.
- Some analysts emphasize cautiousness regarding market headwinds, including potential macroeconomic pressures affecting demand for commercial vehicles.
- Concerns remain around the pace of recovery and whether current strategies can sustain long-term profitability.
What's in the News
- Daimler Truck Holding AG updated its full-year 2025 guidance and now projects unit sales between 410,000 and 440,000 units (Key Developments).
- Major truck manufacturers, including Daimler Truck, are stepping back from California's clean air pact amid ongoing policy disputes between the state and federal government (Periodicals).
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from €44.12 to €43.46.
- Discount Rate has risen slightly from 7.86% to 8.17%.
- Revenue Growth projections have declined from 3.57% to 3.17%.
- Net Profit Margin is marginally lower, moving from 6.44% to 6.35%.
- Future P/E ratio has increased slightly from 10.20x to 10.42x.
Disclaimer
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