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Volkswagen remains a Strong Buy despite risks, targeting €6B profit boost by 2030 with major restructuring.

Market News
04 Sep 2026
Seeking Alpha
View Source
Bullish
Volkswagen remains a Strong Buy despite risks, targeting €6B profit boost by 2030 with major restructuring.

Volkswagen AG is rated a Strong Buy as its current valuation underestimates risks from macroeconomic and China market pressures. The company plans a historic restructuring aiming to improve profitability by over €6 billion by 2030 through 100,000 job cuts, plant closures, and portfolio streamlining. Despite weak first-half results and challenges in China, Volkswagen expects margin improvements in the second half and maintains a strong balance sheet supporting a dividend yield of about 6.5%. The intrinsic value estimate for Volkswagen shares is nearly double current prices, indicating a compelling risk-reward opportunity for investors.

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