Renault Shares Rise 2.25% at Close Despite Increased 2025 Sales

Global Sales Performance

Renault sold 1,628,030 vehicles globally in 2025, marking a 3.2% increase from the previous year. Passenger vehicle sales rose by 10.0%. Outside Europe, Renault's sales increased by 11.7%, accounting for 38% of total volumes, thanks notably to strong performances in Latin America, South Korea, and Morocco. Hybrid sales grew by 17.0%, reaching about 287,000 units, which represents 38.4% of the brand's passenger vehicle sales. Electric vehicles now account for 20.2% of the brand's passenger vehicle sales. However, the commercial vehicle segment saw a significant decline. The group registered 244,927 units, down by 21.1%, due to a declining European market by 8.3%, the phased discontinuation of the Express, and the gradual ramp-up of the new Master.

Market Movements and Analyst Perspectives

The positive session on January 20th followed mixed movements among financial intermediaries. Berenberg downgraded its recommendation from 'buy' to 'hold' and lowered its price target from 45 euros to 38 euros. Conversely, Bernstein raised its target to 43 euros with an 'outperform' rating, while Citi reduced its target to 38 euros but maintained a 'buy' recommendation. These positions reflect the market's cautious stance a few weeks before the announcement of the annual results scheduled for February 19, 2026. Technically, the stock is in a delicate zone with an RSI at 19, indicating a significant oversold condition that could favor a rebound if the market stabilizes. The price is well below the 50-day moving average at 35.10 euros and the 200-day average at 37.70 euros, confirming a weak underlying trend. The breach of the support at 31.15 euros will be crucial for future developments, while resistance remains positioned at 37.40 euros. Investors are now looking for more visibility on the group's 2026 outlook.