A Look At Polestar (PSNY) Valuation As Growth Outlook Resets After New EV And Retail Expansion Plans

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Polestar Automotive Holding UK (PSNY) has set out its largest product plan so far, outlining four new electric vehicles by 2028 and a 30% retail network expansion, while cutting its 2026 delivery ...

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See our latest analysis for Polestar Automotive Holding UK. That long term product push comes as sentiment remains pressured, with the share price at US$17.22 and a 1 year total shareholder return of 47.82% decline alongside a 3 year total shareholder return of 89.15% decline. This suggests momentum has faded despite the recent 2.14% 1 month share price return and fresh model announcements. If Polestar’s reset is making you reassess the EV space, it could be a good moment to scan 34 AI infrastructure stocks as another way to find growth stories tied to the future of transport and power. With the share price under pressure, a 34% retail sales uplift in 2025 and four new models due by 2028, the key question is whether Polestar’s setback-laden reset leaves mispriced upside or if markets already factor in its future growth. AdvertisementMost Popular Narrative: 23.5% Undervalued With Polestar Automotive Holding UK last closing at $17.22 versus a narrative fair value of $22.50, the current setup puts the focus firmly on what needs to go right to close that gap.  The analyst price target for Polestar Automotive Holding UK has been reduced from $30.00 to $22.50, as analysts factor in lower long term volume guidance, higher perceived capital needs, and questions around the company's autonomy strategy, despite a recent price target increase from Barclays.  Read the complete narrative. Want to see how analysts still arrive at a higher fair value after cutting revenue growth, trimming profit margins, and nudging up the discount rate? The real story sits in how they balance fast top line expansion, a later path to profitability, and a future earnings multiple that is well below many large auto peers. If you are wondering what combination of growth, margins, and share count assumptions need to hold for $22.50 to make sense, the full narrative lays out those numbers in detail. Result: Fair Value of $22.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as ongoing cash burn that could require fresh funding, as well as intense EV competition that may pressure margins and volumes. Find out about the key risks to this Polestar Automotive Holding UK narrative. Another View: Sales Multiple Paints A Tougher Picture While the analyst narrative points to a fair value of $22.50 and labels Polestar as undervalued, the simple sales multiple tells a cooler story. The current P/S of 0.8x sits above the US Auto industry at 0.6x and well above the fair ratio of 0.3x. This suggests valuation risk if sentiment sours again. The gap between the current 0.8x P/S and a fair ratio closer to 0.3x raises a practical question for you: are you more comfortable relying on growth assumptions to close the perceived upside, or do you think the market could drift toward that lower sales multiple instead? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:PSNY P/S Ratio as at Feb 2026Next Steps All this mixed sentiment can feel like a lot to weigh, so move quickly from headline noise to your own evidence based view by checking the 1 key reward and 4 important warning signs that sit behind Polestar’s current setup. Looking for more investment ideas? If you are serious about tightening up your portfolio and finding fresh opportunities, do not stop at one stock story. Broaden your search with targeted screeners.  Target potential value by scanning 55 high quality undervalued stocks that pair solid fundamentals with prices that may not fully reflect their underlying metrics. Prioritise resilience by reviewing solid balance sheet and fundamentals stocks screener (43 results) that focus on companies carrying manageable debt and meaningful financial flexibility. Seek staying power in income by checking 16 dividend fortresses that highlight higher yielding names built around consistent cash returns to shareholders.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}