TRATON SE: Hold Rating Amidst Mixed Financial Signals and Uncertain Recovery Prospects

In a report released today, Alexander Wahl from Stifel Nicolaus maintained a Hold rating on TRATON SE (8TRA – Research Report), with a price target of €34.00.

Alexander Wahl has given his Hold rating due to a combination of factors impacting TRATON SE’s financial performance. The company’s first quarter of 2025 showed a significant shortfall in adjusted EBIT, coming in well below market expectations. This was primarily due to weaker profitability across its major brands, Scania, MAN, and International, which all reported lower volumes and capacity utilization.
Despite the challenges faced in the first quarter, TRATON SE has maintained its full-year outlook, anticipating improvements in European production from the second quarter onwards. However, the demand in the US market remains weak, and achieving the full-year guidance will require a much stronger performance in the latter half of the year. These mixed signals, with some potential for recovery but ongoing challenges, underpin the Hold rating as the company navigates these uncertainties.

According to TipRanks, Wahl is a 5-star analyst with an average return of 24.8% and a 57.89% success rate.

In another report released on April 8, Jefferies also maintained a Hold rating on the stock with a €32.00 price target.