Is Porsche’s CEO Transition and EV Focus Shaping the Investment Case for XTRA:P911?

• The Supervisory Board of Porsche AG recently announced the appointment of Dr. Michael Leiters as CEO effective January 2026, succeeding Dr. Oliver Blume, who will continue as CEO of Volkswagen Group.
• This leadership change comes as Porsche faces key industry shifts, including a push into electric vehicles and persistent challenges in major markets such as China.
• We'll examine how the incoming CEO's track record in EV innovation may influence Porsche's growth and recovery outlook.

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Dr. Ing. h.c. F. Porsche Investment Narrative Recap

To be a shareholder in Porsche, you need to believe the company can capture long-term value by expanding its electric vehicle lineup and protecting high-margin luxury positioning, even as sales growth slows and global competition rises. The appointment of Dr. Michael Leiters as incoming CEO in 2026 may influence the pace of the EV transition, but has no clear, immediate impact on the company's most important next steps or the largest short-term risk, which remains weak demand and declining volumes in China.

The recent announcement of Porsche’s 9-month 2025 delivery results, showing a drop from 226,026 to 212,509 cars year-on-year, directly reflects persistent challenges in key markets. This sales pressure highlights why management change and EV innovation remain front and center as the company addresses its ongoing demand risk and positions for recovery.

However, with heightened uncertainty around the scale of future margin recovery, investors should also be aware of...

Read the full narrative on Dr. Ing. h.c. F. Porsche (it's free!)

Dr. Ing. h.c. F. Porsche's narrative projects €41.7 billion revenue and €3.5 billion earnings by 2028. This requires 2.4% yearly revenue growth and a €1.3 billion earnings increase from €2.2 billion today.

Uncover how Dr. Ing. h.c. F. Porsche's forecasts yield a €44.53 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members contributed 12 fair value estimates for Porsche ranging from €35.47 to €591.57. These wide opinions contrast with ongoing challenges from weak Chinese demand, inviting you to consider multiple viewpoints on the stock’s prospects.

Explore 12 other fair value estimates on Dr. Ing. h.c. F. Porsche - why the stock might be a potential multi-bagger!

Build Your Own Dr. Ing. h.c. F. Porsche 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 Dr. Ing. h.c. F. Porsche research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Dr. Ing. h.c. F. Porsche research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dr. Ing. h.c. F. Porsche'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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