Traton (8TRA) Panoramica del titolo
Traton SE, insieme alle sue controllate, produce e vende veicoli commerciali in Germania, nel resto dell'Europa, negli Stati Uniti d'America, nel resto del Nord America, in Brasile, nel resto del Sud America e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
8TRA Community Fair Values
Create NarrativeSee what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Traton SE
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €36.66 |
| Massimo di 52 settimane | €41.38 |
| Minimo di 52 settimane | €25.78 |
| Beta | 1.38 |
| Variazione di 1 mese | 0.66% |
| Variazione a 3 mesi | 13.29% |
| Variazione di 1 anno | 16.75% |
| Variazione a 3 anni | 95.52% |
| Variazione a 5 anni | 43.20% |
| Variazione dall'IPO | 38.60% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 07
8TRA: 2026 Outlook Will Balance Market Recovery Hopes With Margin Execution Risks
Analysts have raised Traton’s fair value estimate to €38.40 from €34.49 after a series of higher price targets in the €35 to €40 range, citing updated views on revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Traton shows a cluster of price targets in the mid to high €30s, with most firms maintaining neutral or equivalent ratings.Articolo di analisi • Jul 26
Traton SE Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Traton SE ( ETR:8TRA ) will be pleased this week, given that the stock price is up 11% to €39.60...
Aggiornamento narrativa • Jul 24
8TRA: Recovering Truck Markets Will Support Higher Margins And Future Earnings Multiples
The analyst price target for Traton has been lifted from about €46.86 to €48.00. This reflects a series of recent target increases to €35, €36.70, €37 and €40 as analysts cite improving truck markets in North America and Europe along with updated assumptions for revenue growth, profit margins, discount rate and future P/E.Recent updates
Aggiornamento narrativa • Aug 07
8TRA: 2026 Outlook Will Balance Market Recovery Hopes With Margin Execution Risks
Analysts have raised Traton’s fair value estimate to €38.40 from €34.49 after a series of higher price targets in the €35 to €40 range, citing updated views on revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Traton shows a cluster of price targets in the mid to high €30s, with most firms maintaining neutral or equivalent ratings.Articolo di analisi • Jul 26
Traton SE Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Traton SE ( ETR:8TRA ) will be pleased this week, given that the stock price is up 11% to €39.60...Aggiornamento narrativa • Jul 24
8TRA: Recovering Truck Markets Will Support Higher Margins And Future Earnings Multiples
The analyst price target for Traton has been lifted from about €46.86 to €48.00. This reflects a series of recent target increases to €35, €36.70, €37 and €40 as analysts cite improving truck markets in North America and Europe along with updated assumptions for revenue growth, profit margins, discount rate and future P/E.Aggiornamento narrativa • Jul 10
8TRA: Margin Upside And Cash Generation Will Support Higher Future Earnings Multiples
Analysts have nudged their price expectations for Traton higher, reflected in a modest uptick in the fair value estimate alongside recent increases in Street targets. Barclays moved to €40 and Citi lifted its target by €4.70, supported by slightly revised assumptions for discount rate, revenue growth, profit margin, and future P/E.
Aggiornamento narrativa • Jun 24
8TRA: Elevated Execution Risks Around Margin Improvement Will Likely Cap Future Upside
Traton's analyst price target has increased by €4.70, with analysts citing updated assumptions for slightly stronger revenue growth, modestly improved profit margins, and a lower expected future P/E multiple as the key drivers behind the change. Analyst Commentary Recent research on Traton highlights a mix of optimism about the company’s prospects and caution around how much of that optimism is already reflected in the valuation.Articolo di analisi • Jun 16
Traton (XTRA:8TRA) Stock Near Fair Value After Resilient Update And Growth Plans
Traton (XTRA:8TRA) is in focus after a recent meeting highlighted resilient financial performance despite broader market declines, along with plans for R&D reorganization, expansion in China, greater digitalization, and governance and board changes. See our latest analysis for Traton. Traton shares are trading at €34.9, with a 6.92% 1 month share price return and a 15.49% 3 month share price return, while the 3 year total shareholder return of 102.56% points to longer term momentum. If...Aggiornamento narrativa • Jun 07
8TRA: Margin Upside And Cash Generation Will Drive Medium Term Re-Rating
Analysts have inched their Traton price target higher by €4.70, citing refreshed views on margins, cash flows and P/E assumptions, alongside recent upbeat research coverage from major banks. Analyst Commentary Recent research has tilted more positive, with bullish analysts pointing to refreshed assumptions on margins, cash generation and P/E that help support a higher price framework for Traton.Aggiornamento narrativa • May 23
8TRA: Execution Risks And Rich P/E Multiple Will Likely Restrain Upside
Narrative update on Traton The updated analyst work on Traton points to a price target shift of about €0.31, as analysts factor in adjusted assumptions for revenue growth, profit margins and a higher future P/E multiple. This is consistent with recent target raises and new bullish coverage on the stock.Aggiornamento narrativa • May 08
8TRA: 2026 Outlook Will Balance Software Ambitions With Margin Execution Risks
Traton's analyst price target has been adjusted higher, with the fair value estimate moving from about €34.04 to €34.49 as analysts factor in recent price target raises from several banks and updated assumptions around margins, the discount rate, and future P/E. Analyst Commentary Recent research updates show a wide range of views on Traton, with several bullish analysts lifting their price targets alongside at least one more cautious voice.Articolo di analisi • May 06
Traton's (ETR:8TRA) Conservative Accounting Might Explain Soft Earnings
Soft earnings didn't appear to concern Traton SE's ( ETR:8TRA ) shareholders over the last week. We did some digging...Aggiornamento narrativa • Apr 24
8TRA: Mixed 2026 Outlook Will Temper Software Upside And Earnings Potential
Analysts have lifted the average price target for Traton from €32 to €34, citing refreshed views on fair value, growth prospects and earnings quality following recent research updates from several major banks. Analyst Commentary Recent research updates present a mixed picture on Traton, with some analysts focusing on upside potential and others highlighting constraints that could limit share price performance relative to their fair value estimates.Aggiornamento narrativa • Apr 10
8TRA: Truck Cycle Reset And One OS Rollout Will Drive Medium Term Upside
The analyst fair value estimate for Traton has nudged higher to €46.07 from €45.71. The adjustment reflects recent price target increases from €32 to €34 and €40, and a more supportive analyst stance on future revenue growth, profit margins and truck market conditions.Aggiornamento narrativa • Mar 27
8TRA: Truck Cycle Reset And Margin Resilience Will Drive Medium Term Upside
Analyst fair value for Traton has been nudged higher to about €45.71, with recent price target moves to €34, €40 and €31.80 reflecting updated views on revenue growth, margins and a slightly higher discount rate in a still cautious truck market. Analyst Commentary Recent Street research on Traton provides a mixed but generally constructive read on sentiment, with several firms revisiting their price targets and ratings as they reassess truck cycle risk, order visibility and valuation.Aggiornamento narrativa • Mar 12
8TRA: Truck Cycle Stabilisation And Higher Earnings Quality Will Drive Medium Term Upside
The analyst fair value estimate for Traton has been adjusted from €44.17 to €45.63 as analysts refine assumptions around future revenue growth, margins and P/E multiples following a series of higher Street price targets, including recent moves to €31.80, €34 and €40. Analyst Commentary Recent Street research on Traton reflects a mix of caution and optimism, with several bullish analysts lifting their price targets while others highlight ongoing risks in key truck markets.Aggiornamento narrativa • Feb 25
8TRA: Weak 2026 Truck Demand Will Pressure Earnings Power And Rating
Analysts have raised their average price target on Traton by around €0.80, reflecting slightly higher assumed revenue growth, a modestly lower discount rate, and broadly unchanged margin and future P/E expectations. Analyst Commentary Recent research opinions on Traton are mixed, with some analysts turning more positive on the share price potential while others highlight execution risks and end market headwinds.Articolo di analisi • Feb 12
Here's Why Traton (ETR:8TRA) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento narrativa • Feb 10
8TRA: Truck Cycle Stabilisation And Execution Will Drive Medium Term Upside
Analysts have made a small trim to their fair value estimate for Traton to €44.17 from €44.45, reflecting tempered expectations around future truck demand, even as recent research points to slightly stronger revenue growth, margins and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Traton sends a mixed signal, with one large bank cutting its rating while another adjusts its price target higher.Aggiornamento narrativa • Jan 27
8TRA: Cost Discipline And Truck Cycle Trough Hopes Will Shape 2025 Outlook
Traton's updated analyst fair value estimate has edged down from about €32.79 to €32.13, as analysts factor in softer truck demand expectations, particularly in North America, alongside mixed views reflected in recent target changes around €32. Analyst Commentary Recent research moves on Traton point to a more cautious tone on truck demand, especially in North America, while still anchoring expectations around the low €30s for fair value.Articolo di analisi • Jan 15
Is Traton SE (ETR:8TRA) Trading At A 33% Discount?
Key Insights The projected fair value for Traton is €45.77 based on 2 Stage Free Cash Flow to Equity Current share...Aggiornamento narrativa • Jan 10
8TRA: Profitability Execution And Reaffirmed Guidance Will Drive Medium Term Upside
Narrative update The updated analyst price target for Traton reflects a modest recalibration in fair value to €44.45 from €44.67, as analysts factor in revised assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple, alongside recent mixed target moves from €27.40 at Citi and €31.80 at Goldman Sachs. Analyst Commentary Recent Street research on Traton points to a mixed but generally constructive tone, with price targets clustering in the high €20s to low €30s range and major firms maintaining Neutral stances.Articolo di analisi • Dec 30
Traton SE (ETR:8TRA) Screens Well But There Might Be A Catch
With a price-to-earnings (or "P/E") ratio of 8.6x Traton SE ( ETR:8TRA ) may be sending very bullish signals at the...Aggiornamento narrativa • Dec 27
8TRA: Cost Discipline And Margin Execution Will Shape A Cautious 2025 Outlook
The analyst price target for Traton has been trimmed slightly, slipping by about EUR 0.01 to reflect analysts' more cautious stance following a series of modest target cuts and rating downgrades across the Street. Analyst Commentary Street sentiment around Traton has become more balanced as recent target cuts cluster in a relatively tight range.Aggiornamento narrativa • Dec 13
8TRA: Margin Discipline And Cash Generation Will Drive Medium Term Upside
Analysts have trimmed their price target on Traton to EUR 44.67 from EUR 46.87, reflecting more cautious expectations on valuation despite slightly stronger growth and margin assumptions, as recent Street research has converged around lower Neutral to Hold targets. Analyst Commentary Beneath the recent wave of target cuts and rating downgrades, bullish analysts still highlight a constructive medium term outlook for Traton, arguing that the current consolidation in estimates primarily reflects a reset in expectations rather than a deterioration in the company’s fundamental trajectory.Articolo di analisi • Nov 30
What Is Traton SE's (ETR:8TRA) Share Price Doing?
Today we're going to take a look at the well-established Traton SE ( ETR:8TRA ). The company's stock saw a decent share...Aggiornamento narrativa • Nov 27
8TRA: Cost Controls And Earnings Resilience Will Support H2 2024 Rebound
Analysts have slightly lowered their price target for Traton, citing a modest reduction from approximately EUR 29.50 to 34.00 to a new range of EUR 27.40 to 30.00, reflecting expectations for softer revenue growth and profit margins ahead. Analyst Commentary Recent analyst updates reveal a mixed outlook on Traton’s future performance, with both optimistic and cautionary perspectives shaping the revised price targets and ratings in the market.Aggiornamento narrativa • Nov 11
8TRA: Unit Sales Guidance Will Drive Renewed Confidence in H2 2024
Traton's fair value estimate decreased by approximately EUR 0.46 following a series of analyst price target reductions. Recent research cited increased discount rates and tempered margin expectations, despite a more optimistic view on revenue growth.Aggiornamento narrativa • Oct 28
Fleet Decarbonization Momentum Will Persist Despite Heightened Near-Term Market Uncertainty
Traton's analyst price target saw a modest increase to €33.26, up from €33.05. Analysts cite a slight reduction in projected revenue growth but improved profit margin expectations, reflecting their tempered optimism.Aggiornamento narrativa • Oct 09
Electric Truck And Bus Rollout Will Accelerate Fleet Decarbonization
Traton's analyst price target has been modestly reduced to approximately EUR 33.05 from EUR 33.72. This change reflects analysts' tempered expectations amid lowered revenue growth forecasts, slight reductions in profit margin estimates, and recent target downgrades from several research firms.Articolo di analisi • Oct 03
Traton (ETR:8TRA) Is Experiencing Growth In Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Sep 15
Traton SE's (ETR:8TRA) Intrinsic Value Is Potentially 80% Above Its Share Price
Key Insights Traton's estimated fair value is €54.94 based on 2 Stage Free Cash Flow to Equity Traton is estimated to...Articolo di analisi • Aug 31
Is Traton (ETR:8TRA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Nuova narrativa • Nov 09
Electrification And Innovation Drive Sustainable Growth And Strengthen Competitive Position
Strategic focus on expanding BEV portfolio and innovative products boosts future growth amid rising demand for sustainable transport.Rendimenti per gli azionisti
| 8TRA | DE Machinery | DE Mercato | |
|---|---|---|---|
| 7D | -1.1% | -1.0% | -0.7% |
| 1Y | 16.8% | 0.5% | 2.6% |
Ritorno vs Industria: 8TRA ha superato il German Machinery che ha restituito 0.5 % nell'ultimo anno.
Rendimento vs Mercato: 8TRA ha superato il mercato German che ha restituito 2.6 % nell'ultimo anno.
Volatilità dei prezzi
| 8TRA volatility | |
|---|---|
| 8TRA Average Weekly Movement | 5.0% |
| Machinery Industry Average Movement | 4.2% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in DE Market | 13.0% |
| 10% least volatile stocks in DE Market | 2.7% |
Prezzo delle azioni stabile: 8TRA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di 8TRA è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2015 | 108,752 | Christian Levin | traton.com |
Traton SE, insieme alle sue controllate, produce e vende veicoli commerciali in Germania, nel resto dell'Europa, negli Stati Uniti d'America, nel resto del Nord America, in Brasile, nel resto del Sud America e a livello internazionale. Opera attraverso i segmenti Scania Vehicles and Services, MAN Truck & Bus, International Motors, Volkswagen Truck & Bus e TRATON Financial Services. L'azienda offre autocarri pesanti, opzioni commerciali leggere e veicoli durevoli per l'edilizia, scuolabus con il marchio IC Bus, autobus commerciali, furgoni, autocarri e autobus, motori diesel e a gas e servizi per il trasporto di persone e merci.
Traton SE Riepilogo dei fondamenti
| 8TRA statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €18.44b |
| Utili (TTM) | €1.77b |
| Ricavi(TTM) | €44.14b |
10.4x
Rapporto P/E0.4x
Rapporto P/S8TRA è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 8TRA Conto economico (TTM) | |
|---|---|
| Ricavi | €44.14b |
| Costo del fatturato | €34.52b |
| Profitto lordo | €7.64b |
| Altre spese | €5.88b |
| Utili | €1.77b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Oct 28, 2026
| Utile per azione (EPS) | 3.54 |
| Margine lordo | 17.32% |
| Margine di profitto netto | 4.01% |
| Rapporto debito/patrimonio netto | 142.4% |
Come si è comportato 8TRA nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.5%
Rendimento attuale del dividendo26%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 18:34 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Traton SE è coperta da 31 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kai Mueller | Barclays |
| Erwann Dagorne | Barclays |
| Harry Martin | Bernstein |