BMW Bayerische Motoren Werke AG Loading... : Bullish and Bearish Analyst Opinions
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18:12
Jul 17
Jul 17
German automakers lost China and are value traps.
German automakers have totally lost the crucial Chinese market to local EV competitors due to pricing and competitiveness. They are closing factories, facing falling EBITDA, and generating negative free cash flow. They are classic value traps and should be avoided.
HIGH
03:44
Jul 17
Jul 17
HSBC upgrades BMW to Buy from Hold, signaling a positive outlook for the German automaker's stock.
15:45
Jul 16
Jul 16
BMW appoints a new human resources chief as it advances its cost-cutting initiative to improve operational efficiency.
11:30
Jul 16
Jul 16
BMW appoints a new human resources chief as it advances its cost-cutting initiative to improve operational efficiency.
10:45
Jul 15
Jul 15
BMW launches Neue Klasse models in China but analysts warn German automakers face headwinds from ageing technology and slower EV development cycles in the market.
06:25
Jul 14
Jul 14
BMW is betting on its Neue Klasse electric cars to revive China sales but faces risk that the EV race has already moved on without it.
09:13
Jul 10
Jul 10
BMW reported a decline in car sales in the second quarter due to a worsening property crisis in China that is reducing demand for luxury vehicles.
08:50
Jul 10
Jul 10
BMW reports second-quarter deliveries fell 4.9 percent to 590,962 units compared to the same period last year.
16:58
Jun 29
Jun 29
BMW plans to expand its electric vehicle production at its Spartanburg plant in the United States according to a Handelsblatt report.
17:31
Jun 24
Jun 24
Avoid European automakers structural disadvantage.
European automakers such as BMW, Volkswagen and Mercedes-Benz face a structural — not cyclical — disadvantage as they lose profit share in China and struggle to innovate in software and electric-drive technology simultaneously.
MED
16:34
Jun 18
Jun 18
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure consulting and software spend near-term.
MED
12:07
Jun 18
Jun 18
BMW supervisory board chairman states the company has a local strategy for local markets but is manufacturing more than it sells in Europe.
14:55
Jun 17
Jun 17
BMW earned €27/share in 2022 (stock €70–80), now earnings collapsed to ~€8 with net margins at 0–1%. The author implies that when earnings look expensive at €30–40, that may signal a cyclical bottom worth buying. Wait for further deterioration in earnings and sentiment before considering a long entry; avoid buying now. Auto sector disruption (EV competition, tariffs), BMW’s China exposure, or a deeper recession could delay any recovery.
LOW
14:04
Jun 17
Jun 17
BMW issued a major profit warning; EBIT margin collapsing to 1–3% from prior double-digit levels, with VW executives separately describing an existential threat to their business.
MED
14:04
Jun 17
Jun 17
BMW issued a major profit warning with EBIT margin expected at 1-3%, deepening Germany's auto crisis after VW's existential threat report.
LOW
14:02
Jun 17
Jun 17
BMW has historically outperformed its German rivals in weathering the challenges of increased competition in the Chinese market.
12:45
Jun 17
Jun 17
JPMorgan sounds alarm over BMW's forecast shock, reporting radical earnings cut according to the news headline.
12:15
Jun 17
Jun 17
Shares in premium German automaker BMW fell after it issued a profit warning that some analysts said could herald a broader strategic rethink including capacity cuts in Europe
11:46
Jun 17
Jun 17
BMW margins collapsing on China weakness.
BMW is facing severe headwinds in China with falling auto sales and intense competitive pressure, forcing it to cut its profitability margin forecast from 6% to as low as 1%, signaling deep structural trouble and likely further downside for the stock.
MED
07:06
Jun 17
Jun 17
Mercedes-Benz shares drop 5.4 percent after BMW issues a profitability warning, impacting the broader auto sector.
06:59
Jun 17
Jun 17
BMW faces sales decline and cost pain
BMW has slashed its profitability outlook and is deepening cost cuts due to worsening demand in China and negative sentiment from the Middle East war. Unlike competitors Mercedes and Porsche, which are managing better sales, BMW will see sales decline and will struggle in the months and foreseeable future, raising the risk of job cuts.
MED
02:07
Jun 17
Jun 17
BMW lowered its financial outlook due to geopolitical tensions in the Middle East and weakening demand in China, signaling near-term headwinds for the automaker.
LOW
16:12
Jun 16
Jun 16
BMW slashed its profitability forecast for the year as the German automaker warned of worsening demand in China.
15:50
Jun 16
Jun 16
BMW lowers its 2026 guidance, forecasting automotive EBIT margin of 1-3 percent versus the previous 4-6 percent range and a significant pretax profit decline.
15:28
Jun 11
Jun 11
Author speculates BMW's low margins and capital-intensive business model explain its undervaluation but does not state a personal position or forward call.
LOW
15:22
Jun 11
Jun 11
Author is impressed by BMW's facility and notes low P/E and high dividend but says more research is needed, so it is a watch not a position.
LOW
07:11
Jun 08
Jun 08
Monte dei Paschi di Siena shares surge ten percent to their highest level since 2022 following merger and acquisition proposals.
21:56
May 21
May 21
Bearish view on BMW as read-through from ADI's pricing power indicates cost pressure for automotive OEMs, diluting margins despite high content value.
HIGH
07:28
May 04
May 04
Trump's threatened 25% tariff on European autos pressures German car stocks, with Bernstein forecasting significant EBIT declines across BMW, Mercedes, Volkswagen, and Porsche through 2026-27.
HIGH
17:14
Apr 22
Apr 22
BMW EV demand is rising slightly.
BMW offers extensive customization options with 500 vehicle colors and up to 700 combinations, appealing to luxury customers who seek personalization, which is a key trend in the high-end market.
MED
About BMW Analyst Coverage
Buzzberg tracks BMW (Bayerische Motoren Werke AG) across 15 sources. 3 bullish vs 4 bearish calls from 24 analysts. Sentiment: mixed to bearish. 46 total trade ideas tracked. Past 7 days: 1 bullish, 5 watch. Latest voices: Dmitry Solodin, FirstSquawk, Reuters Business.