BMW’s Split-Screen Reality: US Sales Surge While EV Weakness Drives Shares to New 52-Week Low
Published on 07/14/2026 at 22:07 | Redaktion boerse-global.de
BMW’s equity extended its downward spiral on Tuesday, touching a fresh 52-week low of €57.00 as the market continued to punish the automaker’s fading EV momentum and China headwinds, even as its core US business posted double-digit delivery growth. The stock closed the session at €57.62, down 0.7% from the previous day’s close of €58.02, and has now shed 40% since the start of the year.
The latest quarterly figures from North America underscore a sharply diverging picture. BMW delivered 102,713 vehicles in the US during the second quarter of 2026 — a 13% jump year-on-year. That strength, however, masks a brutal performance in the electrified segment. Combined sales of battery-electric and plug-in hybrid models tumbled 18.1%. With the company reporting that PHEV sales actually rose 22.9% in the US, the implied collapse in pure battery-electric vehicle deliveries is the real source of concern.
Investors are now pinning their hopes on the new iX3, which has accumulated roughly 100,000 global pre-orders and is set to launch in the US in the coming months. A successful US rollout could provide the catalyst the EV lineup desperately needs. At a global level, BMW’s BEV deliveries for the first half of 2026 totalled 204,295 units — a 7.4% decline from the prior year. However, the second quarter showed a nascent recovery, with 116,807 BEVs handed over, buoyed by strong European demand, where the iX3 is already gaining traction.
Should investors sell immediately? Or is it worth buying BMW?
The technical picture remains bleak. The stock now trades 15.7% below its 50-day moving average (€68.35) and nearly 30% under the 200-day average of €81.81. The Relative Strength Index at 29.3 signals deeply oversold conditions, yet buying interest remains conspicuously absent. The annualized 30-day volatility of 31.3% reflects persistently jittery trading.
Tuesday’s break below the €57.06 level — a floor that had held during a recent consolidation phase — suggests that stabilization has given way to renewed downside pressure. Over the past seven sessions, the share price has dropped 5.55%, with the monthly loss widening to 16.11%. The gap to the 52-week high of €97.90, set in early December 2025, now stands at over 41%.
The dissonance between BMW’s operational resilience in its home and US markets and its plunging stock price has become a recurring theme. The troubles in China, combined with a June cut to the company’s full-year margin guidance, continue to weigh far more heavily on sentiment than the healthy delivery numbers in other regions would justify. For investors, the next major milestone is the half-year report due on July 30, which will provide concrete evidence of how the lowered targets are translating into actual financial performance. Until then, the shares remain technically wounded, with the oversold RSI offering little more than the theoretical possibility of a short-term bounce — one that has failed to materialize for weeks.
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BMW Stock: New Analysis - 14 July
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