J.P. Morgan places Auto1 on Positive Catalyst Watch ahead of Q3 results

Published 03/10/2025, 09:38
© Reuters

Investng.com -- J.P. Morgan has placed Auto1 Group SE (F:AG1G) on its Positive Catalyst Watch ahead of the company’s third-quarter 2025 results, scheduled for November 5. 

The brokerage cited ongoing momentum in the business, driven by strong unit growth, pricing, and improved operational leverage, as the rationale for the designation.

Ahead of the results, J.P. Morgan previewed its estimates, projecting Q3 adjusted EBITDA at €53 million, roughly 14% above current consensus of €47 million. 

The brokerage also anticipates that management will lift the full-year adjusted EBITDA target range, currently €160 million-€190 million, toward €210 million, above the consensus estimate of €192 million.

J.P. Morgan noted that uncertainty surrounding the CFO transition has now been addressed with the appointment of Christian Wallentin to succeed Markus Boser, effective January 1, 2026. 

The brokerage also flagged the company’s announced expansion of in-house production capacity in Italy, Austria, and the Netherlands to meet growing regional demand.

Following raised mid-term estimates,J.P. Morgan’s 2025-2027 adjusted EBITDA projections increased by 7%, 5%, and 7% respectively, placing the firm 10%, 11%, and 19% ahead of consensus for the same period. 

Based on these revisions, J.P. Morgan raised its December 2026 price target for Auto1 to €40 from €35 while maintaining its “overweight” rating.

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