Polestar Automotive Holding UK PLC (NASDAQ:PSNY) is one of the best transportation stocks to buy according to Wall Street analysts. On February 18, Polestar Automotive Holding UK PLC (NASDAQ:PSNY) was downgraded by Cantor Fitzgerald to Underweight from Neutral without a price target. The firm supported the downgrade with several factors, including its lower delivery expectations, the recent share price appreciation, the company’s additional capital needs, and its “unclear” autonomy strategy for the downgra ...

He also pointed to service coverage through Volvo Cars, stating Polestar customers have access to more than 1,200 service points via the Volvo service network.Polestar also emphasized a shift in its go-to-market approach. Lohscheller said the company is moving “from showing to active selling,” underscoring the role of dealers in delivering a premium customer experience. He said Polestar expanded from 140 to 210 sales points during 2025 and is targeting 30% growth in sales points in 2026. In response to a la ...

经济观察网 摩根士丹利下调北极星目标价，坎托・菲茨杰拉德下调另一家同名公司评级。 机构观点 摩根士丹利于2026年2月18日发布报告，维持北极星（PII.N）持有评级，但将目标价从81美元下调至74 美元，理由包括交付预期下调、额外融资需求及自动驾驶战略不清晰等因素。同期，坎托・菲茨杰拉德 于2月20日将北极星（PSNY）评级从中性下调至低配，但需注意PSNY为另一家公司（Polestar），与北 极星（PII）主体不同。 股票近期走势 近期北极星股价震荡上行。截至2026年2月20日，最新收盘价为66.37美元，较前日上涨1.55%；近5日累 计涨幅0.42%，但近20日跌幅达6.42%。交易活跃度方面，2月20日成交量为66.47万股，成交金额约4403 万美元，当日振幅为4.15%。板块层面，所属汽车板块同期上涨1.21%，略高于个股表现。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - Polestar has announced its most significant product offensive, highlighting a successful year in 2025 with strong sales growth and a solid foundation for future expansion [1][2]. Group 1: Company Performance - In 2025, Polestar achieved its best sales year ever, marking a year of dedicated execution and growth [1]. - The company experienced a global sales growth of 34%, with over 50% growth in its home market of Europe [2]. - Polestar operates with a small team of less than 2,000 employees across 28 markets, positioning itself as a competitive player in the automotive industry [2]. Group 2: Market Position - Polestar is recognized as Europe's only pure electric vehicle (EV) player, focusing on delivering electric performance cars [1]. - The company views itself as the "David" in the automotive industry, competing against larger "Goliath" companies [2].

Polestar Automotive (NasdaqGM:PSNY) Update / briefing February 18, 2026 07:00 AM ET Company ParticipantsAnna Gavrilova - Head of Investor RelationsFredrika Klarén - Head of SustainabilityGiacomo Reghelin - Equity Research Senior AssociateMichael Lohscheller - CEOPhilipp Römers - Head of DesignStephanie Johansson - HostNone - Video NarratorConference Call ParticipantsAndres Sheppard - Managing Director and Senior Equity AnalystCamille Obeid - Equity Research AnalystStephanie JohanssonHello, everyone, and wel ...

Electric vehicle maker Polestar will roll out refreshed versions of its top-selling Polestar 2 and 4 models over the next year to support European sales, it said on Wednesday, choosing quick, lower-co... ...

极星股价在2025年经历了显著下跌，与2025年年初相比下跌约57%，相较于2021年上市时的高点跌幅超 过95%。由于股价长期低于1美元，公司已收到纳斯达克的退市警告。 以上内容基于公开资料整理，不构成投资建议。 近期事件 经济观察网 根据截至2025年12月24日的公开信息，极星（Polestar，股票代码：PSNY）有以下值得关 注的事件： 资金动向 股票近期走势 尽管面临挑战，其重要股东吉利控股集团仍在持续提供资金支持。例如，在2025年6月，极星获得了来 自李书福旗下投资平台的2亿美元融资，显示了吉利对其长期发展的信心。 为应对退市风险，极星在2025年12月初采取了"反向拆股"措施，将美国存托凭证（ADS）的比例从1:1 调整为1:30。此举旨在提升每股价格，使其重新符合纳斯达克的上市规则。按拆股前换算，当时股价约 为0.47美元。 ...

Core Thesis - Polestar Automotive Holding UK PLC is viewed positively despite market pessimism, with a significant disconnect between its fundamentals and market perception in the electric vehicle (EV) sector [2][3] Company Overview - Polestar specializes in the research, development, marketing, commercialization, and sale of battery electric vehicles and related technology solutions [2] - The company has delivered over 44,000 vehicles in the first nine months of 2025, generating over $2.17 billion in revenue [2] Financial Position - As of Q3 2025, Polestar had approximately $995 million in cash, with quarterly cash burn rates between $250 million and $300 million, providing operational runway into mid-to-late 2026 [4] - The current market valuation does not reflect the company's revenue base, treating it as if operations are at risk of cessation [4] Strategic Support - Polestar's operations are backed by Geely Holding, which has shown commitment through a $200 million capital injection in June 2025, indicating the brand's strategic importance within the group [3] - The potential for a take-private transaction is considered realistic, allowing Geely to streamline operations away from public scrutiny [3] Market Challenges - The company faces challenges including cash burn, tariff pressures, and compliance issues, which contribute to market pessimism [3][5] - Efforts are underway to mitigate risks associated with U.S. and EU tariffs due to China-based manufacturing, although margin relief will take time [5]

Funding and Financial Health - Polestar Automotive Holding UK PLC has secured over $400 million in funding through a Special Purpose Vehicle (SPV) with investments of $200 million each from Sumimoto Mitsui Banking Corp. and Standard Chartered Bank Ltd. [1][2] - The financial institutions will purchase Class A American Depositary Shares at $19.34 per share, which could enhance Polestar's financial health [2]. - Polestar has entered into a put option agreement with the investors, allowing them to sell their shares within three years with certain returns [2]. Strategic Moves and Market Position - Geely, the parent company of Polestar, is considering entering the U.S. market within the next 2-3 years, with a production facility already established in South Carolina [3]. - Polestar's current performance metrics indicate poor scores on the Momentum metric and an unfavorable price trend in the short, medium, and long term [3]. Stock Performance - Following the funding announcement, Polestar's stock (PSNY) surged 2.51% to $15.51 during pre-market trading [3].

Core Insights - Electric vehicle maker Polestar has secured a $400 million equity investment from Feathertop Funding Limited, a special purpose entity consolidated by Sumitomo Mitsui Banking Corporation [1] Company Summary - The investment will support Polestar's growth and expansion plans in the electric vehicle market [1] - This funding is part of Polestar's strategy to enhance its production capabilities and accelerate the development of new models [1] Industry Summary - The electric vehicle industry continues to attract significant investments, indicating strong investor confidence in the sector's growth potential [1] - The partnership with Sumitomo Mitsui Banking Corporation highlights the increasing involvement of financial institutions in supporting electric vehicle manufacturers [1]