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

Dow Jones

Feb 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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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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 18:09 ET (23:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CAR Group's AI Investment Can't Dispel Valuation Uncertainty -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCAR Group's AI Investment Can't Dispel Valuation Uncertainty -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-10 07:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2309 GMT - CAR Group's continued investment in AI can't dispel worries at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> 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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 18:09 ET (23:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610314662","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610314662","pubTimestamp":1770678540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2309 GMT - CAR Group's continued investment in AI can't dispel worries at Macquarie over the potential valuation impacts of the tech. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7002":"互动媒体与服务","CAR.AU":"CAR GROUP LTD","CAR":"安飞士","BK4022":"陆运","BK4230":"旅客陆运"},"translate_title":"车团AI投资无法消除估值不确定性——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAR":1.5,"CAR.AU":0.9},"content_text":"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) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 18:09 ET (23:09 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}