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UBS has maintained a Neutral rating on Mobileye N.V. with a price target of $17, as the stock trades at $15.96, reflecting a 14% gain over the past week. The company secured a Surround ADAS award from Volkswagen, expected to enhance vehicle safety and capabilities, while analysts project profitability by FY2025. Mobileye's collaboration with VW and recent institutional interest signal a positive outlook amidst competitive challenges in the ADAS market.
UBS has maintained a "Neutral" rating on Mobileye N.V. shares with a price target of $17, as the stock shows strong momentum with a 14% increase over the past week. The company recently secured a contract with Volkswagen Group for advanced driver assistance systems, which is expected to enhance vehicle safety and capabilities.Despite strong liquidity and positive analyst sentiment, Mobileye has yet to achieve profitability, though forecasts suggest it may become profitable in fiscal 2025. The collaboration with VW and other recent developments, including a new stake from Point72 Asset Management, highlight growing institutional interest in Mobileye's future.
UBS has increased its price target for Valeo from 8 to 10 euros while maintaining a "Neutral" rating. Analyst David Lesne noted the volatility in the European automotive supplier sector, highlighting potential challenges ahead, particularly regarding customs issues that could significantly affect profit expectations. Conti remains Lesne's preferred choice in the sector.
UBS has dampened sentiment in the automotive sector by downgrading its recommendations for suppliers Forvia and Valeo, leading to declines of 4.9% and 2.9%, respectively. Schaeffler also fell by 4.6%, while Mercedes-Benz dropped 2.0%. In contrast, BMW saw a slight increase of 0.3% due to positive remarks, and Continental's loss was limited to 0.6% thanks to its strong tire business.
UBS has downgraded its recommendations for Forvia and Valeo to "neutral" amid a challenging outlook for the European automotive sector in 2025, citing price pressures, market share losses in China, and stringent CO2 regulations. The bank warns of limited profit margins and volatility in production schedules, while maintaining a "buy" recommendation for Stellantis due to its inventory management. Forvia's new CEO, Martin Fischer, will take over in March 2025 as the company faces significant restructuring risks.
UBS has downgraded Valeo from Buy to Neutral, reducing the price target from €13 to €8 amid significant uncertainty related to CO2 emissions regulations, strikes at Volkswagen, and customs duties. The firm highlights concerns over stagnant volume growth, unclear OEM production schedules, and intense cost pressures, which are likely to keep profit margins at low levels and may lead to balance sheet weaknesses due to weak free cash flow.
UBS has downgraded Forvia from Buy to Neutral, lowering its price target from €13 to €9, citing significant uncertainty and limited balance sheet flexibility. The firm warns that weak free cash flow, lack of volume growth, and strong cost pressures may hinder profit margins and lead to potential balance sheet weaknesses. In related news, Valeo is also facing challenges, with forecasts of plant closures and job cuts in Europe, reflecting the broader struggles within the automotive sector.
UBS has downgraded Valeo from Buy to Neutral, reducing the price target from €13 to €8 amid significant uncertainty related to CO2 emissions regulations, strikes at Volkswagen, and customs duties. The firm highlights concerns over stagnant volume growth, unclear OEM production schedules, and strong cost pressures, which are likely to keep profit margins low and may lead to balance sheet weaknesses due to weak free cash flow.
UBS has downgraded Valeo to Neutral, as reported by AOF and distributed by BOURSORAMA. The analysis is provided for informational purposes only, with no contractual value, and BOURSORAMA maintains a conflict of interest management policy to ensure objectivity in its investment recommendations.
UBS has downgraded Valeo from Buy to Neutral, reducing the price target from €13 to €8 amid significant uncertainty related to CO2 emissions regulations, strikes at Volkswagen, and customs duties. The firm highlights concerns over stagnant volume growth, unclear OEM production schedules, and strong cost pressures, which are likely to keep profit margins low and may lead to balance sheet weaknesses due to weak free cash flow.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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15:36 26.03.2025
ubs maintains neutral rating on mobileye with price target of 17 dollars
15:05 26.03.2025
ubs raises valeo price target to 10 euros maintains neutral rating
09:56 19.03.2025
UBS downgrades automotive suppliers causing stock declines across the sector
15:46 03.12.2024
UBS Downgrades Forvia and Valeo Amid Gloomy Automotive Sector Outlook
15:08 03.12.2024
ubs downgrades valeo to neutral amid rising uncertainties and cost pressures
10:48 03.12.2024
ubs downgrades forvia and valeo amid automotive sector challenges
10:46 03.12.2024
UBS Downgrades Valeo to Neutral Amid Rising Industry Uncertainties
10:43 03.12.2024
ubs downgrades valeo to neutral amid market analysis concerns
10:43 03.12.2024
ubs downgrades valeo to neutral amid rising uncertainties and cost pressures
10:43 03.12.2024
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