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Traton SEXTRA:8TRA Stok Raporu

Piyasa Değeri €15.9b
Hisse Fiyatı
€31.84
€34.49
7.7% değerinin altında içsel indirim
1Y4.0%
7D-2.5%
Portföy Değeri
Görünüm

Traton SE

XTRA:8TRA Stok Raporu

Piyasa değeri: €15.9b

Traton (8TRA) Hisse Özeti

Traton SE, bağlı ortaklıkları ile birlikte Almanya, Avrupa'nın geri kalanı, Amerika Birleşik Devletleri, Kuzey Amerika'nın geri kalanı, Brezilya, Güney Amerika'nın geri kalanı ve uluslararası alanda ticari araçlar üretmekte ve satmaktadır. Daha fazla detay

8TRA Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Traton SE Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Traton
Tarihsel hisse senedi fiyatları
Güncel Hisse Fiyatı€31.84
52 Haftanın En Yüksek Seviyesi€37.34
52 Haftanın En Düşük Seviyesi€25.78
Beta1.37
1 Aylık Değişim-1.00%
3 Aylık Değişim-12.72%
1 Yıllık Değişim3.98%
3 Yıllık Değişim62.53%
5 Yıllık Değişim20.33%
Halka arzdan bu yana değişim20.38%

Son Haberler & Güncellemeler

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.

Hissedar Getirileri

8TRADE MachineryDE Pazar
7D-2.5%-0.2%2.0%
1Y4.0%-2.4%-0.1%

Getiri vs. Endüstri: 8TRA geçen yıl % -2.4 oranında getiri sağlayan German Machinery sektörünü aştı.

Getiri vs Piyasa: 8TRA geçen yıl % -0.1 oranında getiri sağlayan German Piyasasını aştı.

Fiyat Oynaklığı

Is 8TRA's price volatile compared to industry and market?
8TRA volatility
8TRA Average Weekly Movement5.5%
Machinery Industry Average Movement5.2%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

İstikrarlı Hisse Senedi Fiyatı: 8TRA son 3 ayda German piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: 8TRA 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
2015107,517Christian Levintraton.com

Traton SE, bağlı ortaklıkları ile birlikte Almanya, Avrupa'nın geri kalanı, Amerika Birleşik Devletleri, Kuzey Amerika'nın geri kalanı, Brezilya, Güney Amerika'nın geri kalanı ve uluslararası alanda ticari araçlar üretmekte ve satmaktadır. Scania Vehicles and Services; MAN Truck & Bus; International Motors; Volkswagen Truck & Bus; ve TRATON Financial Services segmentleri aracılığıyla faaliyet göstermektedir. Şirket, ağır hizmet kamyonları; hafif ticari seçenekler ve dayanıklı inşaat araçları; IC Bus markası altında okul otobüsleri; ticari otobüsler; kamyonetler, kamyonlar ve otobüsler; dizel ve gaz motorlarının yanı sıra yolcu ve yük taşımacılığı için hizmetler sunmaktadır.

Traton SE Temel Bilgiler Özeti

Traton'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
8TRA temel i̇stati̇sti̇kler
Piyasa değeri€15.92b
Kazançlar(TTM)€1.31b
Gelir(TTM)€43.68b
12.2x
F/K Oranı
0.4x
P/S Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
8TRA gelir tablosu (TTM)
Gelir€43.68b
Gelir Maliyeti€34.40b
Brüt Kâr€7.38b
Diğer Giderler€6.08b
Kazançlar€1.31b

Son Raporlanan Kazançlar

Mar 31, 2026

Sonraki Kazanç Tarihi

Jul 23, 2026

Hisse başına kazanç (EPS)2.61
Brüt Marj16.90%
Net Kâr Marjı2.99%
Borç/Özkaynak Oranı143.7%

8TRA uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

2.9%
Mevcut Temettü Verimi
36%
Ödeme Oranı

8TRA güvenilir bir temettü ödüyor mu?

8TRA temettü geçmişine ve kıyaslamalara bakın
Yaklaşan bir temettüyü almak için ne zaman 8TRA satın almanız gerekir?
Traton temettü tari̇hleri̇
Eski Temettü TarihiJun 17 2026
Temettü Ödeme TarihiJun 19 2026
Eski temettüye kadar geçen günler27 days
Temettü ödeme tarihine kadar geçen günler29 days

8TRA güvenilir bir temettü ödüyor mu?

8TRA temettü geçmişine ve kıyaslamalara bakın

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 03:19
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Traton SE 27 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Erwann DagorneBarclays
Kai MuellerBarclays
Harry MartinBernstein