UBS cuts Daimler Truck stock target from EUR 47 to EUR 44

Published on 10/07/2026 at 09:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached EUR 12.30 billion, up 5.00 percent year over year. Daimler Truck stock costs EUR 40.44 on October 7, 2026 versus EUR 40.72.

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Daimler Truck stock (ISIN DE000DTR0CK8) was trading at EUR 40.44 at Lang & Schwarz on October 7, 2026 at 9:37 a.m. CEST, down 0.69 percent versus the prior close of EUR 40.72. UBS cut its price target from EUR 47.00 to EUR 44.00 and kept a Neutral rating in an analyst note dated October 5, 2026, as finanzen.ch reported on October 6, 2026. The target cut puts the latest UBS objective 8.79 percent above the Lang & Schwarz price.

UBS lowers the valuation bar

The UBS update shifts the immediate debate from a broad recovery thesis to execution in the third quarter. The bank expects Daimler Truck's quarterly figures to match expectations and is watching orders at Daimler Truck North America for September and October, according to finanzen.ch.

That caution contrasts with the company's stronger second-quarter operating picture. The UBS target is still EUR 3.56 above the latest Lang & Schwarz price, but the revised objective is EUR 3.00 below the previous target.

Revenue grows while margins face pressure

Daimler Truck generated EUR 12.30 billion in revenue in the second quarter of 2026, up 5.00 percent year over year, while earnings per share reached EUR 1.91, according to the company's Q2 earnings call transcript published by Yahoo Finance.

The same transcript showed the split beneath group revenue: industrial business revenue rose 6.00 percent year over year to EUR 11.40 billion, but adjusted EBIT declined 22.00 percent to EUR 780.00 million. Tariff headwinds in North America and higher costs therefore remain the key counterweight to volume growth.

Guidance points to a stronger second half

Management raised full-year 2026 adjusted EBIT guidance to EUR 3.60 billion to EUR 4.10 billion and lifted industrial business revenue guidance to EUR 43.00 billion to EUR 47.00 billion, according to Yahoo Finance. The company also expects industrial business free cash flow of EUR 3.00 billion to EUR 3.50 billion in fiscal 2026.

For investors, the comparison is clear: revenue is growing, but the 22.00 percent adjusted EBIT decline in the industrial business makes the upper end of guidance dependent on North American volumes, pricing and tariff effects.

November results set the next test

Daimler Truck's investor-relations page schedules publication of the third-quarter 2026 financial report for November 6, 2026, alongside an analyst conference and a conference call, according to Daimler Truck. The date gives the market a defined checkpoint for orders, margins and the raised outlook.

Daimler Truck stock remains EUR 9.64 below its 52-week high of EUR 50.08, a gap of 19.25 percent based on the same EUR quote currency. At 9:37 a.m. CEST on October 7, 2026, the stock was trading at EUR 40.44 at Lang & Schwarz versus the prior close of EUR 40.72, down 0.69 percent. The further course of trading is shown by the continuously updated real-time quote of Daimler Truck stock.