Volkswagen stock falls as a recall and weak guidance hit sentiment

Published on 09/18/2026 at 14:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Volkswagen stock traded at EUR 78.98 on September 18, 2026, with a 23.63 percent drop for the year. Reuters said the company is recalling 208,724 US vehicles.

Elektro-Kompaktwagen an Ladestation auf Industriegelände bei Dämmerung — Volkswagen AG Vz (DE0007664039) – Generischer Elektro-Kompaktwagen lädt zur blauen Stunde auf Werksgelände, Illustration mit AI erstellt.

Volkswagen AG stock (DE0007664039) traded at EUR 78.98 on September 18, 2026, after Reuters said the group is recalling 208,724 vehicles in the US over a steering rack bolt defect. The share price was down 2.54 percent in the latest Tradegate estimate, and the stock was 23.63 percent lower year to date.

Recall pressure

According to Reuters on September 18, 2026, the recall covers 208,724 vehicles and involves certain 2018 Tiguan, 2018-2019 Atlas and 2019-2021 Audi Q3 models. The US National Highway Traffic Safety Administration said the bolt could corrode and break, raising the risk of steering-control loss.

The market has already absorbed that detail into the tape. On the same Tradegate estimate, Volkswagen stock was at EUR 78.98, while the latest close on September 17, 2026, stood at EUR 81.04, with 1,140,629 shares traded that day.

Analysts stay constructive

MarketScreener showed on September 18, 2026 that Jefferies kept Volkswagen at Buy with a EUR 120 price target, Bernstein stayed at Market-Perform with EUR 100, and UBS held Neutral with EUR 80. The same consensus page listed 21 analysts, an average target of EUR 105.36 and a spread of 30.01 percent to the last close of EUR 81.04.

That mix matters because the stock is now trading 23.63 percent below its year-start level and 23.63 percent under the year-to-date baseline shown on the quote page. For investors, the gap to the EUR 105.36 average target remains the clearest valuation marker.

Cash flow and margins

MarketScreener's financial page for Volkswagen showed net sales of EUR 323 billion for 2026 and net income of EUR 8.72 billion, alongside EBITDA margin of 12.93 percent and EBIT margin of 7.7 percent. It also listed forecast net sales of EUR 330 billion for 2027 and net income of EUR 11.08 billion.

On that same page, the estimated 2026 P/E was 4.77 and the yield was 6.49 percent. The numbers point to a stock that is priced for low growth while still carrying a sizable payout profile.

Stock near EUR 79

Volkswagen stock was quoted at EUR 78.98 on September 18, 2026, down 2.54 percent in the latest Tradegate estimate and 23.63 percent year to date. The one-year range on the quote page ran from EUR 69.2 to EUR 109.15.