Is BMW’s All-Solid-State Battery Collaboration With Samsung SDI Reshaping the Investment Case for XTRA:BMW?

• Bayerische Motoren Werke (BMW) reported third quarter 2025 earnings with sales of €32.31 billion and net income rising to €1.67 billion, while also reaffirming its full-year guidance despite industry headwinds.
• Solid Power announced a new collaboration with Samsung SDI and BMW to advance all-solid-state battery technology, aiming to develop demonstration vehicles with this innovative energy storage solution.
• We'll explore how BMW's partnership to develop all-solid-state battery technology may influence its investment narrative and future prospects.

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Bayerische Motoren Werke Investment Narrative Recap

To be a shareholder of Bayerische Motoren Werke, you need to believe in the company’s ability to sustain its premium brand and adapt to major industry shifts, especially around electrification, while managing ongoing global margin pressures. The recent Q3 earnings, with sales stable at €32.31 billion and a strong rebound in net income, reaffirm full-year guidance but do not materially alter the biggest near-term catalyst: successful execution of premium BEV launches. Risks from persistent tariff headwinds and softness in China remain substantial and unchanged by this update.

The most relevant recent announcement is BMW’s collaboration with Samsung SDI and Solid Power on all-solid-state battery technology. This initiative underscores the company’s push to strengthen its BEV offerings and could support its catalyst of high-margin product launches, though tangible commercial impact is likely to take time to surface. Investors will be watching whether this technological progress translates into meaningful differentiation as electric vehicle competition heats up.

However, when looking ahead, investors should be aware that ongoing tariff negotiations and global cost pressures could still challenge BMW’s ability to...

Read the full narrative on Bayerische Motoren Werke (it's free!)

Bayerische Motoren Werke's outlook forecasts €150.8 billion in revenue and €8.3 billion in earnings by 2028. This implies a 3.4% annual revenue growth rate and an increase in earnings of €2.6 billion from the current €5.7 billion.

Uncover how Bayerische Motoren Werke's forecasts yield a €88.59 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Eight private investors in the Simply Wall St Community estimated BMW's fair value between €65.65 and €135.07 before the latest news. With competitive and regulatory pressures still in play, see how these views compare with recent developments for a fuller picture.

Explore 8 other fair value estimates on Bayerische Motoren Werke - why the stock might be worth as much as 60% more than the current price!

Build Your Own Bayerische Motoren Werke Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bayerische Motoren Werke research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Bayerische Motoren Werke research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bayerische Motoren Werke's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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