CAR Group's AI Investment Can't Dispel Valuation Uncertainty -- Market Talk

Dow Jones

02/10

2309 GMT - CAR Group's continued investment in AI can't dispel worries at Macquarie over the potential valuation impacts of the tech. Analysts at the investment agree with the vehicle advertiser's management that AI capabilities accelerate near-term product development and cost efficiencies, but they remain cautious beyond that. They tell clients in a note that the Australian company is executing well on strategy and that near-term investment should support medium-term growth. However, uncertainty over the degree to which external AI providers can duplicate specialist classifieds capabilities and a lack of clarity on potential catalysts leave Macquarie cautious on valuation discovery. Macquarie cuts its target price 27% to A$28.50 and stays neutral on the stock, which is at A$26.91 ahead of the open. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 09, 2026 18:09 ET (23:09 GMT)

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