Daimler Truck stock reacts to Mwb sell stance and Chinese EV truck threat

Published on 09/18/2026 at 13:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Daimler Truck stock closed at 44.25 EUR on Xetra on September 17, 2026, while Mwb Research reiterated a sell rating with a 33.00 EUR price target amid rising competition from Chinese electric trucks. Analyst consensus still points to an average target of 51.26 EUR, highlighting a wide gap between bullish and bearish views.

Arbeiter in Schutzhelmen montieren LKW-Kabinen an Produktionslinie in Schwarzweiß — Schwarzweiß-Reportagefoto von Werksarbeitern an einer LKW-Montagelinie mit Hallenkran – symbolisiert die Fertigungskompetenz der Daimler Truck Holding AG (ISIN DE000DTR0CK8) als weltweit tätiger Nutzfahrzeughersteller, Illustration mit AI erstellt.

Daimler Truck Holding AG stock (ISIN DE000DTR0CK8) ended Xetra trading at 44.25 EUR on September 17, 2026, as investors weighed a reiterated sell rating from Mwb Research with a 33.00 EUR price target against a much higher analyst consensus around 51.26 EUR.

Mwb sees margin risk from Chinese EV trucks

According to Finimize on September 18, 2026, Mwb Research has reiterated its sell rating on Daimler Truck with a 33.00 EUR price target, warning that aggressively priced Chinese electric trucks could begin to pressure European margins from 2027.

The same analysis notes that Mwb expects the arrival of Chinese EV trucks to intensify price competition, which could weigh on profitability in Daimler Truck’s European heavy-duty segment if the company cannot fully offset the pressure through technology and efficiency gains.Finimize

Consensus targets sit well above the current price

Data compiled by MarketScreener show that the last Xetra closing price of Daimler Truck stock was 44.25 EUR on September 17, 2026, with the analyst consensus pointing to an average price target of 51.26 EUR, implying about 15.8 percent upside versus that close.MarketScreener

The MarketScreener consensus overview lists 18 analysts covering Daimler Truck, with an average recommendation of Accumulate, underscoring that Mwb’s stance is more cautious than the broader market view.MarketScreener

Recent analyst actions underline divided views

According to an analyst summary on finanzen.net as of September 18, 2026, JP Morgan Chase & Co. maintained an Overweight rating on Daimler Truck on September 17, 2026, Jefferies rated the shares Buy on September 15, 2026, and RBC Capital Markets had an Outperform rating from September 10, 2026, while Bernstein Research marked the stock Underperform on September 9, 2026.

These divergent views highlight a clear split: several global houses see upside in Daimler Truck, while Bernstein and Mwb emphasize the risk that new competition and pricing pressure could curb profitability and justify more cautious targets.finanzen.net

Fundamentals: second-quarter revenue surge and strong order book

On the operating side, Daimler Truck’s second-quarter 2026 performance supports the more optimistic camp. As French financial daily Investir reported on September 18, 2026, Daimler Truck’s revenue in the United States jumped 35 percent in the second quarter of 2026 compared with the first quarter, reflecting a marked improvement in demand in that key market.

Investir also noted that Daimler Truck’s order book is well above its historical average levels, suggesting that the group enters the second half of 2026 with a substantial backlog that could underpin production volumes and earnings despite macroeconomic uncertainties.Investir

Hydrogen and technology partnerships as a strategic counterweight

Looking beyond near-term numbers, Daimler Truck is also pushing into new technologies. A recent article on Yahoo Finance highlighted that Daimler Truck brought its NextGenH2 hydrogen truck concept to the IAA Transportation trade fair as part of a broader hydrogen pact, illustrating the company’s intent to build partnerships around zero-emission heavy vehicles.Yahoo Finance

In parallel, Simply Wall St. estimated on September 17, 2026 that Daimler Truck’s fair value sits about 16 percent above its current share price, reflecting an assessment that the market may be undervaluing the company’s electric and hydrogen truck partnerships and its ability to monetize those technologies over time.Simply Wall St

Stock price context on Xetra

In Xetra trading, Daimler Truck stock closed at 44.25 EUR on September 17, 2026, after moving within a relatively moderate intraday range while the MDAX index also ended the session in positive territory, according to a previous market wrap.MarketScreener

For investors, the key tension now lies between strong recent revenue momentum and an elevated order backlog on one side, and the margin and pricing risks flagged by Mwb Research as Chinese EV truck makers start targeting the European heavy-duty market on the other.