Citigroup cuts OPmobility to 'neutral' on weak visibility

Opmobility SE

12/10/2026 08:11

** Citigroup cuts car parts supplier OPmobility OPM.PA  to "neutral" from "buy", citing a lack of visibility
**  It says the cut in 2026 guidance spooked investors and illuminated the risks to H2 margins for suppliers if Q4 price recoveries with customers fail to come through 
** It notes that expanding margins when customer margins are collapsing is not easy
** "Lacking visibility, our base case has to be that 2027E EBIT is rebased lower," Citigroup analysts say
** Out of 8 analysts that cover OPmobility, 4 rate the stock "strong buy" or "buy,"​ 3 rate "hold" and 1 rates the stock "strong sell"​​ - LSEG data

(Reporting by Mathias de Rozario in Gdansk)
((mathias.derozario@thomsonreuters.com))