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8TRA logo

Traton SE Stock Price

XTRA:8TRA Community·€18.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

8TRA Share Price Performance

€0
-30.26 (-100.00%)
​
€38.40
Fair Value
€0
-30.26 (-100.00%)
​
Price €0
Fri, 7 Aug 26
Fair Value€38.40
Share Pricen/a

8TRA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €38.4 5.4% undervalued intrinsic discount

Fleet Decarbonization Momentum Will Persist Despite Heightened Near-Term Market Uncertainty

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €48 24.3% undervalued intrinsic discount

Global E-commerce And Decarbonization Will Transform Logistics Markets

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €27.17 33.7% overvalued intrinsic discount

Rising Regulatory Costs And Declining Orders Will Squeeze Margins

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
8TRA logo
Traton
5.4% undervalued intrinsic discount

Fleet Decarbonization Momentum Will Persist Despite Heightened Near-Term Market Uncertainty

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Aug
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8TRA logo
Traton
33.7% overvalued intrinsic discount

Rising Regulatory Costs And Declining Orders Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
Read Narrative
8TRA logo
Traton
24.3% undervalued intrinsic discount

Global E-commerce And Decarbonization Will Transform Logistics Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
8TRA logo

8TRA: Cyclical Truck Market Recovery Will Likely Expose Margin Execution Risks

Fair Value: €27.17 33.7% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
8TRA logo

8TRA: 2026 Outlook Will Balance Market Recovery Hopes With Margin Execution Risks

Fair Value: €38.4 5.4% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
8TRA logo

8TRA: Recovering Truck Markets Will Support Higher Margins And Future Earnings Multiples

Fair Value: €48 24.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with limited growth.

2 Risks
3 Rewards
View Full Analysis

Traton SE Key Details

€44.1b

Revenue

€34.5b

Cost of Revenue

€7.6b

Gross Profit

€5.9b

Other Expenses

€1.8b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 28, 2026
3.54
17.32%
4.01%
142.4%
View Full Analysis

About 8TRA

Founded
2015
Employees
108752
CEO
Christian Levin
WebsiteView website
traton.com

Traton SE, together with its subsidiaries, manufactures and sells commercial vehicles in Germany, rest of Europe, the United States of America, rest of North America, Brazil, rest of South America, and internationally. It operates through Scania Vehicles and Services; MAN Truck & Bus; International Motors; Volkswagen Truck & Bus; and TRATON Financial Services segments. The company offers heavy-duty trucks; light commercial options and durable construction vehicles; school buses under the IC Bus brand; commercial buses; vans, trucks, and buses; and diesel and gas engines, as well as services for passenger and freight transport. It provides a cloud-based platform for the transport and logistics industry under the RIO brand; after-sales services; and custom digital solutions, as well as operates charging stations for commercial vehicles. The company offers its products and services under the MAN, Scania, International, and Volkswagen Truck & Bus brands. In addition, it finances, insures, and leases commercial vehicles. The company was founded in 2015 and is headquartered in Munich, Germany. Traton SE is a subsidiary of Volkswagen International Luxemburg S.A.

Recent 8TRA News & Updates

User avatar
Narrative Update • Aug 21

8TRA: Cyclical Truck Market Recovery Will Likely Expose Margin Execution Risks

Analysts have lifted their price expectations for Traton, with the updated fair value estimate rising from about €23.39 to roughly €27.17. This reflects a series of higher Street price targets in the €35 to €40 range and slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E.
User avatar
Narrative Update • 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.
Analysis Article • 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...

Recent updates

No updates

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