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Tariff Pressures And Expanding Markets Will Shape Future EV Landscape

Published
22 Mar 25
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
US$1.00
9.3% undervalued intrinsic discount
26 Sep
US$0.91
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1Y
-39.9%
7D
-3.5%

Author's Valuation

US$19.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Sep 25
Fair value Increased 14%

Driven by a notable rise in future P/E and a modest improvement in net profit margin, analysts have raised Polestar Automotive’s fair value estimate from $0.875 to $1.00. What's in the News Polestar signed an MoU with Volvo Cars to manufacture the Polestar 7 at Volvo's new factory in Kosice, Slovakia, supporting European expansion and supply chain access.

Shared on11 Sep 25
Fair value Decreased 9.48%

The reduction in Polestar Automotive’s consensus price target reflects significantly lowered revenue growth forecasts, with fair value revised down from $0.967 to $0.875. What's in the News Polestar will expand its manufacturing footprint to Europe, signing a memorandum of understanding with Volvo Cars to produce Polestar 7 in Kosice, Slovakia, ahead of the SUV's 2028 launch.

Shared on27 Aug 25
Fair value Decreased 4.53%

Despite Q2 and H1 2025 vehicle deliveries significantly exceeding expectations and highlighting strong operational execution, analysts have slightly lowered Polestar Automotive’s consensus price target from $1.01 to $0.967. Analyst Commentary Q2 vehicle deliveries significantly exceeded expectations, with 18,049 units delivered, surpassing prior estimates.

Shared on01 May 25
Fair value Increased 0.25%

AnalystConsensusTarget has decreased profit margin from 5.6% to 4.3% and increased future PE multiple from 6.8x to 8.9x.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 8.18%

AnalystConsensusTarget has decreased revenue growth from 67.1% to 56.3% and increased future PE multiple from 6.0x to 6.7x.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 8.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.