US · Consumer Cyclical · Auto Manufacturers
EPS came in at 0.00 against a street estimate of -0.13 — a beat of 100.0%.
Analysts rate Polestar Automotive Holding UK PLC Class A ADS a hold (0 buy, 3 hold, 2 sell out of 5) with an average price target of $12.50.
MIXED Polestar delivered record H1 retail sales (30,423 cars) amid intense EV competition, but US regulatory rejection of connected vehicle authorization for MY27 forced volume guidance cut to low-to-mid single-digit growth. Polestar 4 SUV and 5 launch underway; cost discipline and debt-to-equity conversion strengthening balance sheet. Q2 FY26 Europe dominates with 78% of H1 volume. US business materially impaired by regulatory denial of connected vehicle authorization; company will exit new vehicle sales for MY27 but maintain service operations. Analysts focused on Polestar 4 SUV demand signals and 2027 volume mix; management characterized early feedback as positive given segment shift to mainstream. US regulatory decision framed as final; no appeal planned. Liquidity concerns addressed via extensive fundraising (USD 1.2B equity over 15 months) and H2 cash burn reduction expected from p…
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Google PlayApp StoreData updated 2026-09-18.