The renowned US investment bank Morgan Stanley confirmed the rating of BMW stock on April 25, 2025, with a price target of 85 euros and a rating of “Overweight”. Analyst Javier Martinez de Olcoz Cerdan sees the European automotive industry on the path to recovery after a cyclical low.
Key statements from the analysis
- Cyclical low in mid-2025: The analyst predicts that the automotive industry will reach a short-term low in 2025 but highlights the possibility of positive developments, such as tariff reductions.
- Industry rating “neutral”: While Morgan Stanley has a positive outlook on BMW, the overall outlook for the automotive industry remains neutral, with room for unexpected positive developments.
- Top favorite remains Mercedes: Despite the positive rating for BMW, Mercedes-Benz continues to be regarded as the preferred stock in the automotive sector.
Context to the evaluation
The saying “It is darkest just before dawn” symbolically describes the current situation. Despite challenges like trade tariffs and market volatility, a turnaround is expected based on long-term strategic assessments and fundamental business data.
The original study that underlies the evaluation was published on April 24, 2025. Conflicts of interest are disclosed in accordance with §85 WpHG on a separate webpage.