Roth/MKM cuts Ree Automotive stock rating, slashes PT to $1

Published 16/05/2025, 09:04
Roth/MKM cuts Ree Automotive stock rating, slashes PT to $1

On Friday, Roth/MKM analysts downgraded Ree Automotive Holding Inc. (NASDAQ: NASDAQ:REE) stock from Buy to Neutral and significantly reduced their price target to $1.00, a steep decline from the previous $14.00. The downgrade was prompted by the company’s announcement that it is halting production plans for its P7 model. The decision to pause production is attributed to the current tariff situation, which the analysts found unexpected, especially considering recent positive policy developments. According to InvestingPro data, REE’s market capitalization has dropped to just $26.13 million, with the stock currently trading at $0.93, near its 52-week low of $0.88.

The downgrade reflects concerns over the impact of tariffs on the company’s operational strategy. Analysts at Roth/MKM expressed surprise over the move by Ree Automotive’s management, given the context of favorable actions by the Trump administration in the past week. The firm’s decision to suspend production plans has prompted a reassessment of the company’s outlook. InvestingPro data shows concerning fundamentals, with a weak Financial Health Score of 1.11 and revenue declining by 45.71% in the last twelve months.

In addition to the rating downgrade, the analysts have adjusted their expectations for the company’s financial performance. The new price target of $1.00 represents a significant revision from the prior target of $14.00. This adjustment indicates a change in confidence in the company’s value and future prospects.

Roth/MKM is taking a cautious stance as they observe Ree Automotive’s shift towards a software-focused business model. The analysts have indicated that they will continue to monitor the company’s progress as it navigates through the changes in its business strategy.

The revised rating and price target are based on the latest developments and information provided by the company. Roth/MKM’s analysts will be closely watching Ree Automotive’s next moves, particularly how it manages the tariff-related challenges and the effectiveness of its pivot to a software-centric approach.

In other recent news, REE Automotive Ltd. has reported a substantial increase in customer reservations, totaling nearly $1 billion, indicating strong demand for its electric trucks and platforms. The company has also disclosed its preliminary unaudited financial results for the fiscal year ending December 31, 2024, with an expected net loss of $111.8 million, slightly improved from the previous year’s loss. Despite the losses, REE maintains a solid cash position with $72.3 million in cash and equivalents. Additionally, REE has secured $36.4 million in a direct offering led by Motherson Group and M&G Investments, further bolstering its financial reserves.

The company is poised for growth with plans to deliver its flagship P7-C electric truck in the first half of 2025. A memorandum of understanding with a global technology firm could potentially generate $770 million in revenue by 2030. H.C. Wainwright has maintained a Neutral rating on REE Automotive with a consistent price target of $3.00, reflecting a cautious outlook as the company progresses with its strategic initiatives. REE’s partnerships with Motherson Group and Roush Industries are expected to enhance its supply chain and delivery capabilities. These developments underscore REE Automotive’s commitment to scaling up its operations and expanding its market presence.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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