Francois Provost

CEO, Renault Group
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
RNMBY short +32.2%
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RNMBY ×1
Recent Calls
RNMBY short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +32.2% Long Return - Short Return +32.2%
Average Return
7d +3.3%
30d +16.1%
90d +29.7%
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RNMBY RHEINMET... RHEINMETALL AG UNSP/ADR
Short
Feb 19
$409.37
+32.2%
Renault reported an operating margin of 5.5% for 2025, missing the 5.9% estimate. 2026 guidance is also weak at 5.5%. Despite the CEO's claims that the "strategy is good," the numbers show structural margin compression. The company is caught between high EV investment costs and intense competition, failing to deliver the efficiency promised. SHORT/AVOID. Legacy auto manufacturers in Europe are value traps until margins stabilize. Unexpected success of new EV models or government bailouts.
Renault reported an operating margin of 5.5% for 2025, missing the 5.9% estimate. 2026 guidance is also weak at 5.5%. Despite the CEO's claims that the "strategy is good," the numbers show structural margin compression. The company is caught between high EV investment costs and intense competition, failing to deliver the efficiency promised. SHORT/AVOID. Legacy auto manufacturers in Europe are value traps until margins stabilize. Unexpected success of new EV models or government bailouts.
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