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Gestamp Automoción
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
EV Migration Will Erode High-Value Demand And Disrupt Supply Chains
Key Takeaways Electric vehicle adoption and new materials are shrinking Gestamp's market and eroding pricing power, putting sustained profitability at risk. Supply chain fragility, regulatory costs, and dependence on a few key automakers heighten revenue volatility and pressure future cash flows.
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€2.20
FV
51.1% overvalued
intrinsic discount
-0.062%
Revenue growth p.a.
Set Fair Value
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13 days ago
author updated this narrative
Gestamp Automoción
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
EV Adoption Will Drive Demand For Advanced Lightweight Solutions
Key Takeaways Profitability is poised to outpace expectations, supported by operational efficiency, cost initiatives, and a robust order backlog, especially in North America. Leadership in lightweight EV components and rising outsourcing enhance revenue growth, competitive positioning, and margin expansion amid ongoing industry electrification.
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€4.17
FV
20.3% undervalued
intrinsic discount
5.26%
Revenue growth p.a.
Set Fair Value
0
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13 days ago
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Gestamp Automoción
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global EV Adoption Will Increase Advanced Material Demand
Key Takeaways Strong positioning in lightweight, safety, and recycling solutions drives order growth and margin gains as EV demand and regulatory pressures intensify. Global expansion, outsourcing trends, and operational improvements support supply chain resilience, earnings growth, and long-term diversification.
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€3.36
FV
0.9% undervalued
intrinsic discount
3.99%
Revenue growth p.a.
Set Fair Value
0
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0
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19
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6 days ago
author updated this narrative
CIE Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Brazil And India's Utilization Will Drive EV Transition Despite Risks
Key Takeaways Diversified global presence and operational efficiency support revenue growth and resilience as emerging markets expand and demand for advanced automotive components rises. Strong balance sheet, focus on sustainability, and ability to secure long-term contracts enable strategic growth and buffer against industry and regulatory challenges.
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€32.04
FV
18.7% undervalued
intrinsic discount
3.61%
Revenue growth p.a.
Set Fair Value
0
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14
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6 days ago
author updated this narrative
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