Traton (8TRA) Aktievy
Traton SE, tillsammans med sina dotterbolag, tillverkar och säljer kommersiella fordon i Tyskland, övriga Europa, USA, övriga Nordamerika, Brasilien, övriga Sydamerika och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 1/6 |
| Utdelningar | 2/6 |
Belöningar
Riskanalys
8TRA Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Traton SE Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | €32.00 |
| 52 veckors högsta | €37.34 |
| 52 veckors lägsta | €25.78 |
| Beta | 1.37 |
| 1 månads förändring | 0.19% |
| 3 månaders förändring | -13.61% |
| 1 års förändring | 6.10% |
| 3 års förändring | 64.44% |
| 5 års förändring | 19.14% |
| Förändring sedan börsintroduktionen | 20.98% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • Aug 16
What Does Traton SE's (ETR:8TRA) Share Price Indicate?
Traton SE ( ETR:8TRA ) led the XTRA gainers with a relatively large price hike in the past couple of weeks. The recent...Analysartikel • Aug 01
There May Be Reason For Hope In Traton's (ETR:8TRA) Disappointing Earnings
The most recent earnings report from Traton SE ( ETR:8TRA ) was disappointing for shareholders. While the headline...Analysartikel • Jul 24
Improved Earnings Required Before Traton SE (ETR:8TRA) Shares Find Their Feet
Traton SE's ( ETR:8TRA ) price-to-earnings (or "P/E") ratio of 6.5x might make it look like a strong buy right now...Analysartikel • Jul 04
Traton (ETR:8TRA) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysartikel • Jun 13
Traton SE (ETR:8TRA) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Traton fair value estimate is €49.22 Traton is estimated to be...Analysartikel • May 26
Is Traton (ETR:8TRA) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Ny berättelse • 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.Aktieägarnas avkastning
| 8TRA | DE Machinery | DE Marknad | |
|---|---|---|---|
| 7D | -2.9% | -0.2% | 2.0% |
| 1Y | 6.1% | -2.4% | -0.1% |
Avkastning vs industri: 8TRA översteg German Machinery branschen som gav -2.4 % under det senaste året.
Avkastning vs Marknaden: 8TRA översteg German marknaden som gav -0.1 % under det senaste året.
Prisvolatilitet
| 8TRA volatility | |
|---|---|
| 8TRA Average Weekly Movement | 5.5% |
| Machinery Industry Average Movement | 5.2% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in DE Market | 13.3% |
| 10% least volatile stocks in DE Market | 2.7% |
Stabil aktiekurs: 8TRA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för German.
Volatilitet över tid: 8TRA s veckovolatilitet ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2015 | 107,517 | Christian Levin | traton.com |
Traton SE, tillsammans med sina dotterbolag, tillverkar och säljer kommersiella fordon i Tyskland, övriga Europa, USA, övriga Nordamerika, Brasilien, övriga Sydamerika och internationellt. Verksamheten bedrivs genom segmenten Scania Vehicles and Services; MAN Truck & Bus; International Motors; Volkswagen Truck & Bus; och TRATON Financial Services. Företaget erbjuder tunga lastbilar, lätta kommersiella alternativ och hållbara anläggningsfordon, skolbussar under varumärket IC Bus, kommersiella bussar, skåpbilar, lastbilar och bussar, diesel- och gasmotorer samt tjänster för passagerar- och godstransporter.
Traton SE Sammanfattning av grunderna
| 8TRA grundläggande statistik | |
|---|---|
| Börsvärde | €15.92b |
| Vinst(TTM) | €1.31b |
| Intäkter(TTM) | €43.68b |
12.3x
P/E-förhållande0.4x
P/S-förhållandeÄr 8TRA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 8TRA resultaträkning (TTM) | |
|---|---|
| Intäkter | €43.68b |
| Kostnad för intäkter | €34.40b |
| Bruttovinst | €7.38b |
| Övriga kostnader | €6.08b |
| Intäkter | €1.31b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 23, 2026
| Vinst per aktie (EPS) | 2.61 |
| Bruttomarginal | 16.90% |
| Nettovinstmarginal | 2.99% |
| Skuld/egenkapitalförhållande | 143.7% |
Hur har 8TRA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
2.9%
Aktuell utdelningsavkastning36%
UtbetalningskvotGer 8TRA en tillförlitlig utdelning?
Se 8TRA utdelningshistorik och jämförelsetal| Traton datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 17 2026 |
| Utbetalningsdag för utdelning | Jun 19 2026 |
| Dagar till Ex-utdelning | 26 days |
| Dagar till utdelningsdag | 28 days |
Ger 8TRA en tillförlitlig utdelning?
Se 8TRA utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 22:19 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Traton SE bevakas av 27 analytiker. 18 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Erwann Dagorne | Barclays |
| Kai Mueller | Barclays |
| Harry Martin | Bernstein |