Canoo target cut on delayed production outlook

Published 16/08/2024, 12:09
Updated 16/08/2024, 12:10
Canoo target cut on delayed production outlook

On Friday, H.C. Wainwright revised its outlook on Canoo (NASDAQ:GOEV), maintaining a Buy rating but reducing the price target to $4 from the previous $7. The adjustment comes after reassessing the electric vehicle company's production start, which is now anticipated to commence in early 2025 rather than the second half of 2024 as initially expected. This change in timeline follows insights from the company's second-quarter earnings call.

Canoo has been implementing cost control measures, resulting in a significant reduction of operating expenses by $20.7 million, or 33%, on a sequential basis. The management has provided guidance for an Adjusted EBITDA loss ranging between $120 million and $140 million for the second half of 2024. The company is actively working on finalizing its production configuration using Arrival assets and aligning its supply chain to meet production demands.

Additionally, Canoo has achieved Foreign Trade Zone status for its facility in Oklahoma City, which could offer certain tax advantages. The firm is actively engaging with both current and potential customers in an effort to expand its order book. This includes various milestones such as vehicle deliveries to the U.S. Postal Service, market entry into Saudi Arabia, completion of Phase 3 milestone with the Defense Innovation Unit, and the conclusion of the Red Sea Global pilot project.

Despite these developments, H.C. Wainwright emphasizes that the critical driver for Canoo's stock will be the actual delivery of vehicles to customers. The firm reiterates its Buy rating, signaling confidence in the company's long-term prospects despite the revised production schedule and current financial guidance.

InvestingPro Insights

As Canoo (NASDAQ:GOEV) navigates its path towards production, the company's financial health and market performance provide critical insights for investors. According to InvestingPro data, Canoo's market capitalization stands at a modest $119.95 million, reflecting the market's current valuation of the company. The stock has experienced significant price fluctuations, with a 1-month price total return of -44.6% and a 1-year price total return of -84.69%, indicating a challenging period for shareholders.

InvestingPro Tips highlight several areas of concern for Canoo. The company operates with a significant debt burden and may face difficulties in making interest payments on its debt, which is particularly alarming given its negative gross profit margin of -182.96% over the last twelve months as of Q2 2024. This suggests that Canoo is spending more to produce its goods than it earns from sales, a trend that is not sustainable in the long run. Moreover, with short-term obligations exceeding liquid assets, Canoo's financial flexibility may be constrained.

Despite these challenges, analysts anticipate sales growth in the current year, which could provide a much-needed boost to the company's performance. However, it's important to note that analysts do not expect Canoo to be profitable this year, and the company's stock generally trades with high price volatility, which could mean more ups and downs for investors in the near term.

For those looking to delve deeper into Canoo's financials and market prospects, InvestingPro offers additional tips and insights. Currently, there are 19 more InvestingPro Tips available for Canoo at https://www.investing.com/pro/GOEV, which can provide investors with a more comprehensive understanding of the company's potential risks and opportunities.

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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