Volkswagen stock gains on turnaround plan and union pressure

Published on 09/12/2026 at 14:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Volkswagen stock closed at EUR 81.18 on September 11, 2026, leaving a gap to Morningstar’s fair value estimate of EUR 116 from its latest analysis. Jefferies reiterated a Buy rating with a EUR 120 price target on September 10, 2026, highlighting upside for investors.

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 (ISIN DE0007664039) stock closed at EUR 81.18 on Xetra on September 11, 2026, while analysts such as Jefferies and Morningstar still see substantial upside with price targets of EUR 120 and EUR 116 respectively.

Turnaround plan and labour tensions shape sentiment

As The Business Standard reports, Volkswagen’s board recently approved a turnaround plan that includes up to 50,000 job cuts across the group, with Frankfurt-listed shares jumping 7.9% on the announcement, signalling relief that management is tackling costs and profitability issues.

The labour dimension remains a key risk: according to Investing.com on September 11, 2026, German union IG Metall is demanding that Volkswagen honor a landmark labour deal struck in 2024, underscoring that aggressive restructuring could face resistance if workers see prior commitments at risk.

Analyst views underline valuation upside

Analysts are broadly constructive on Volkswagen despite the operational challenges. Jefferies & Company Inc. reaffirmed its Buy rating on Volkswagen preferred shares with a price target of EUR 120 on September 10, 2026, when the stock traded around EUR 81.14, implying upside of roughly 48% from that level according to finanzen.at.

A broader valuation perspective comes from Morningstar’s latest analysis, which notes that at around EUR 82 per share Volkswagen’s market capitalization of approximately EUR 41.6 billion leaves the stock trading near a two-year low and well below its fair value estimate of EUR 116, pointing to potential upside of about 41% if that estimate is reached as highlighted by Morningstar.

On the US over-the-counter market, GuruFocus calculates a GF Value of USD 11.22 per VWAGY share compared with a current price of USD 9.37, suggesting the stock is about 16.5% undervalued on that metric and reflecting a GF Score of 70 out of 100, with notable strengths in valuation and profitability but weaker momentum and growth, per GuruFocus.

Stock level and index role

Per DAX component data from September 11, 2026, Volkswagen shares closed at EUR 81.18 on Xetra, unchanged on the day, with a market capitalization of about EUR 40.7 billion and trading volume of roughly 717,000 shares, according to Yahoo Finance.

The closing level near EUR 81 is also close to the price reference used in Morningstar’s latest note, which cites the stock around EUR 82 and near a two-year low, underlining that despite the recent 7.9% relief rally on the turnaround announcement, Volkswagen stock still trades materially below both the EUR 116 fair value estimate and Jefferies’ EUR 120 price target.

Volkswagen stock price and investor lens

Volkswagen stock thus stands at EUR 81.18 on Xetra as of September 11, 2026, giving the group a market capitalization of about EUR 40.7 billion and leaving a sizeable gap to analyst fair value estimates that cluster around the EUR 116 to EUR 120 range.