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.
- Total first half 2025 deliveries reached 30,319 vehicles, indicating strong operational execution.
- The higher-than-expected delivery numbers suggest better demand or supply chain improvements.
- Outperformance in deliveries supports potential revenue and margin upside for the near term.
- Improved execution may bolster investor confidence in management's guidance for the remainder of the year.
What's in the News
- Polestar will expand its contract manufacturing to Europe, signing an MOU with Volvo Cars to manufacture the Polestar 7 in Kosice, Slovakia, ahead of a 2028 launch.
- Shareholders approved adoption of new Articles of Association at the 2025 annual general meeting.
- Polestar secured $200 million in gross proceeds through a private placement with PSD Investment Limited, an entity controlled by Shufu (Eric) Li of Geely Holding Group, issuing 190,476,190 class A ADS at $1.05 each.
Valuation Changes
Summary of Valuation Changes for Polestar Automotive Holding UK
- The Consensus Analyst Price Target has fallen slightly from $1.01 to $0.967.
- The Future P/E for Polestar Automotive Holding UK has significantly fallen from 8.85x to 4.91x.
- The Consensus Revenue Growth forecasts for Polestar Automotive Holding UK has significantly risen from 56.3% per annum to 73.5% per annum.
Disclaimer
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