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BMW Stock: Still Attractive, I Reiterate Buy As Of H2 202...
Wolf Report · 2026-06-18 · via All Articles on Seeking Alpha

Summary

  • BMW is rated a 'Buy' with a €87/share price target, offering significant upside and a 7% yield at current valuations.
  • BMWKY's flexible ICE/BEV strategy, strong brand, and conservative execution position it well amid industry volatility and shifting powertrain trends.
  • Current margin pressures are seen as cyclical and macro-driven, not structural, with earnings expected to stabilize after a 10% AEPS drop in 2026.
  • Risks include Chinese market exposure and entry-level premium competition, but BMW's fundamentals, dividend coverage, and valuation remain compelling.
  • Looking for more investing ideas like this one? Get them exclusively at Wolf of Value. Learn More »
  • Sitewide Sale 2026: Get 20% Off
BMW 330i xDrive sedan display at a dealership. BMW offers the 330i with a 2.0L Twin-Power Turbo mild hybrid engine. MY:2025

jetcityimage/iStock Editorial via Getty Images

BMW (BMWKY) is one of the few automotives that I continue to invest in, and there are a few reasons for it. My last update was in October of last year, in an article you can find here. The company is down since - but

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BMW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company's domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these.

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