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Deutsche Bank Cuts General Motors to Hold, Sees Room for Tesla Outperformance in Second Half of 2022

Published 07/18/2022, 09:10 AM
Updated 07/18/2022, 09:15 AM
© Reuters.  Deutsche Bank Cuts General Motors to Hold, Sees Room for Tesla Outperformance in Second Half of 2022
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By Senad Karaahmetovic

Deutsche Bank analyst Emmanuel Rosner downgraded shares of General Motors (NYSE:GM) to Hold from Buy with a $36 per share price target, down from $57.

The downgrade call on GM comes as Rosner decided to take a more cautious view on automakers given “rising concerns about the health of the consumer and recessionary fears in Europe and the US.”

The analyst is also concerned about “eventual pricing pressure and the absence of near-term auto 2.0 catalysts,” and for this reason he also maintained a Hold rating on Ford (NYSE:F) (F).

Rosner also added Tesla (NASDAQ:TSLA) to the company’s near-term Catalyst Call Idea Buy List as he sees “considerable acceleration” in the second half of 2022.

The expected reacceleration should come from “the continued ramp up of 2 new factories, increased Shanghai capacity to record levels, strong pricing power, and initial production of its own battery cells which would enable SOP of Cybertruck next year,” Rosner concluded.

The price target on Ford is cut to $12 from $17.

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