UBS retained its EUR 41 target for Traton stock

Published on 10/08/2026 at 12:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Traton stock was EUR 32.63 on October 8, 2026 versus EUR 33.26 at Xetra. Second-quarter revenue was EUR 11.76 billion, up 4.12 percent.

Isometrische Grafik zeigt Wertschöpfungskette von Stahl über Fabrik bis Lkw-Auslieferung — Traton SE DE000TRAT0N7 illustriert isometrisch die komplette Wertschöpfungskette vom Rohstahl bis zum fertigen Nutzfahrzeug, Illustration mit AI erstellt.

Traton (ISIN DE000TRAT0N7) was trading at EUR 32.63 at Lang & Schwarz on October 8, 2026 at 12:06 p.m. CEST. On September 25, 2026, UBS retained a EUR 41.00 price target and a Neutral rating for Traton, according to FinanzNachrichten.

UBS flags EPA27 cost pressure

UBS analyst Hemal Bhundia linked the Neutral view to the EPA27 emissions standard in the United States. The analysis said Traton and Daimler Truck have engines that can meet the rule at comparatively low cost, while additional costs could raise truck prices by USD 6,000 to USD 22,000 in 2027.

The analyst view puts the upcoming US regulatory cycle beside Traton's operating recovery. It also gives the EUR 41.00 target a concrete risk frame, since the expected cost increase could affect vehicle pricing and customer demand before the likely winners emerge in 2028.

Second-quarter revenue rose 4.12 percent

Traton reported EUR 11.76 billion in revenue for the second quarter of 2026, up 4.12 percent from EUR 11.30 billion in the same quarter of 2025. Net profit reached EUR 708.00 million, compared with EUR 246.00 million a year earlier, according to Markets Insider.

Earnings per share increased to EUR 1.42 from EUR 0.49 in the year-ago quarter. The same reporting also showed that the revenue improvement came with a much larger rise in net profit, making earnings quality and the effect of one-off items important points for the next report.

Stock remains below its yearly high

The next scheduled financial milestone is the third-quarter 2026 report on October 28, 2026, as listed by TRATON. The stock's 52-week range runs from EUR 25.78 to EUR 41.38, leaving the latest Lang & Schwarz price EUR 8.75 below the high, a 21.15 percent gap calculated against the 52-week high.

For investors, the central comparison is between the 4.12 percent revenue increase in the second quarter and the 187.80 percent rise in reported net profit. The October 28 report will show whether that earnings gap continued into the third quarter.

Lang & Schwarz price and trading context

Traton was trading at EUR 32.63 at Lang & Schwarz on October 8, 2026 at 12:06 p.m. CEST, down 1.89 percent versus the Xetra close of EUR 33.26 on October 7, 2026. The market capitalization was EUR 16.3 billion as of October 8, 2026. The further course of trading is shown by the continuously updated real-time quote of Traton stock.