Bayerische Motoren Werke AG: Recent Developments and Analyst Perspectives
Electric Vehicle Expansion
On 5 February 2026, BMW announced a shift of its electric‑vehicle strategy at the Munich headquarters. The company entered a new phase with the first pre‑series models of the updated i3. The announcement was reported by Boerse‑Express and signals the start of the final preparations for production of the next‑generation i3.
The same day, Chip.de highlighted a review of the five best electric vehicles offered by the company, listing the i4, i5, and iX1 among the top models. This coverage underscores BMW’s continued emphasis on expanding its electric lineup in the consumer‑discretionary automotive sector.
Product Portfolio Highlights
BMW 2 Series Active Tourer: A review on Wiwo.de discussed the vehicle’s performance in a TÜV inspection, noting its improved elegance compared with other compact vans and its utility value.
BMW i4, i5, iX1: The Chip.de article cited these models as part of the best electric cars in Bavaria, indicating strong market reception and positioning within the company’s electric strategy.
Analyst Outlook
Jefferies maintained a “Hold” recommendation for BMW on 5 February 2026, as reported by Wallstreet‑Online.de. The investment bank’s analysts cited the company’s forthcoming quarterly results in their assessment. The target price was set at 100 EUR.
At the same time, the BMW share price on Tradegate on 5 February 2026 was reported at 88.74 EUR, reflecting a decline of 2.38 % at the time of the news release.
Market Reaction
The day’s market activity mirrored broader European market movements. According to Investor.bg, European stock exchanges closed in the red on 5 February 2026, with the Stoxx 600 index ending the session lower.
BMW’s own stock, listed on Xetra in EUR, was trading at 91.04 EUR on 3 February 2026. The 52‑week high reached 97.92 EUR on 8 December 2025, while the 52‑week low was 62.96 EUR on 8 April 2025. The company’s market capitalization stands at approximately 55.8 billion EUR.
Controversy Over Subscription‑Based Features
The company faced criticism for its proposed subscription model for seat‑heating, announced several years ago. Despite the backlash, BMW remained committed to the strategy, as reported by Telegraaf.nl. Related complaints were also mentioned in articles from Jv.dk and Kursors.lv, where the practice was described as a “stupid idea” and a source of employee frustration.
Summary
Bayerische Motoren Werke AG is advancing its electric‑vehicle program with the upcoming i3 pre‑series models and reinforcing its portfolio with the i4, i5, and iX1. Analyst coverage remains cautious, reflected in the Jefferies “Hold” rating and a target of 100 EUR. Market conditions have been generally negative across Europe, influencing the company’s share price. Simultaneously, BMW continues to pursue a subscription‑based revenue model for seat heating, despite sustained criticism.
