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Mercedes-Benz is preparing a broader strategy update for 2030 and beyond, with China to remain a central pillar of its long-term plans, CEO Ola Källenius said, even as the carmaker works to reduce
The luxury-car maker cut its expectations for the year, warning of a worsening market in China and higher costs in the fourth quarter.
In addition to an increasingly challenging market environment in China, the automaker expects higher costs in the fourth quarter, including higher material costs.
I am upgrading Mercedes-Benz Group (MBGAF) from hold to buy, as current share prices undervalue the Financial Services segment. Despite persistent sales and margin pressure in China and subdued car earnings, MBGAF's strong industrial liquidity and new model launches offer upside potential. The base case price target is $57.65, implying over 26% upside, with a valuation reflecting conservative assumptions for the industrial business and 0.9x P/B for Financial Services.
Mercedes-Benz remains a Buy: The stock trades at just 6.4x expected 2027 earnings, offering an attractive entry point despite ongoing challenges in China. Nvidia strengthens the long-term case: The expanded AI and autonomous driving partnership could help Mercedes defend its premium positioning and future margins. Europe could provide additional support: Potentially softer emissions rules and restrictions on Chinese hybrid imports may ease competitive and investment pressures.
ATLANTA--(BUSINESS WIRE)--Mercedes-Benz USA (MBUSA) today reported third-quarter passenger car sales of 76,200 vehicles, which represents a 4% increase for passenger car sales over Q3 2025. With 9,600 vans delivered throughout Q3, overall MBUSA retail sales for the quarter were up 3% with 85,800 units sold. The quarterly growth and strong momentum was fueled by sustained demand across the Mercedes-Benz SUV lineup, the Core vehicle portfolio, and the Top-End vehicle range. The Alabama-built GLE.
Mercedes-Benz Group (OTCMKTS:MBGYY - Get Free Report) and General Motors (NYSE: GM - Get Free Report) are both large-cap consumer discretionary companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, risk, analyst recommendations, dividends, valuation and profitability. Profitability This table compares Mercedes-Benz Group
Car sales fell 8% as a hefty drop in China offset growth in Europe and the U.S.