Mercedes-Benz Favored Over BMW on Earnings Outlook and New Vehicle Edge -- Market Talk

Dow Jones10-15

1008 GMT - BMW's Neue Klasse models set new technology standards for legacy automakers, but Jefferies says Mercedes-Benz may have retained a relative edge with its approach to software-defined vehicles. The bank says it likes BMW's long-term strategy and reset around the Neue Klasse, with first deliveries expected in the second quarter next year. However, Mercedes-Benz's product revival will accelerate next year, after the successful CLA model replacement based on a new software-defined vehicle platform. The bank switches its preference to Mercedes-Benz on its earnings outlook and software-defined vehicle edge. Jefferies downgrades its rating on the BMW stock to hold from buy and lowers its price target to 85 euros from 92 euros. It keeps Mercedes-Banez at hold and lifts its price target to 60 euros from 55 euros. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

October 15, 2025 06:09 ET (10:09 GMT)

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