AB Volvo Community

OM:VOLV B Community

2 Narratives written by author
0 Comments on narratives written by author
97 Fair Values set on narratives written by author

UN

Community Contributor

Volvo will Accelerate Forward into Electric and Autonomous Leadership in Five Years

Catalysts Most Immediate Catalyst (1–2 Years): Electric Truck & Bus Expansion: Volvo is aggressively expanding its electric truck and bus lineup , capitalizing on increasing demand for zero-emission transport solutions in Europe and North America. Strong Order Book & Pricing Power: Despite macroeconomic concerns, Volvo’s order intake remains robust, with pricing discipline helping offset cost inflation.

SEK 438.80

FV

41.6% undervalued

5.00%

Revenue growth p.a.

5

0

20

about 1 month ago

AN

AnalystConsensusTarget

Consensus Narrative from 20 Analysts

Supply Constraints And Slow EV Adoption Will Challenge Future Profitability

Key Takeaways Supply constraints and new VNL ramp-up are impacting Group Trucks' operating margins in North America, potentially affecting future earnings. Uncertain demand for electrification and geopolitical challenges in key markets could hinder future revenue growth and margin performance.

SEK 314.15

FV

18.5% undervalued

0.58%

Revenue growth p.a.

1

0

24

3 months ago