BMW Stock News

Carmakers are running low on critical semiconductors after a key supplier was banned from selling its chips due to geopolitical conflict.

A stand-off between China and the Netherlands over chipmaker Nexperia could significantly disrupt automotive production in the near future, Germany's VDA industry association said on Tuesday.

Parts of BMW's supplier network are affected by developments at Chinese-owned computer chip maker Nexperia, a spokesperson for the German carmaker told Reuters on Thursday.

Analysten reagieren gespalten: Für manche bleibt BMW eine Zukunftsgröße, andere sehen die Risiken klar überwiegen. Ein Blick auf die Argumente.

From a market perspective, BMW shares have gained more than 21% over the past six months but are up only 2.19% year-to-date in 2025.

BMW (BMWKY) remains a fundamentally attractive automotive stock, despite a recent guidance cut and 3Q25 China sales headwinds. I lower my price target to €87/share (~$39.5 ADR), reflecting more conservative margin and growth assumptions, but maintain a clear 'Buy' rating. BMW's strong brand, upcoming Neue Klasse technology, and well-covered dividend support long-term upside, even amid sector vo...

BMW shares slumped on Tuesday, falling 7%, after the German automaker said volumes in China were below expectations and that the U.S.-European Union tariff agreement has yet to materialize.

BMW shares were seen down 3% in pre-market indications on Wednesday after the German carmaker cut its 2025 earnings forecast due to changed U.S. tariff assumptions and weaker-than-expected growth in the Chinese market.