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Teva: two competitors exited and pricing stabilised · Stoa

CALLTEVA.TA3 months ago727views

Teva: two competitors exited and pricing stabilised

The deflation that defined this industry has stopped in the categories that matter to this company.

Sofia Lindqvist@sofia_lindqvist

Evidence · 3 cards

The case

Teva: two competitors exited and pricing stabilised

The deflation that defined this industry has stopped in the categories that matter to this company.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

Catalyst timeline

JUL 18, 2026 · PAST
Q results, margin guide reiterated
AUG 12, 2026 · PAST
Analyst day, capex framework updated
SEP 11, 2026
Next print, the number that decides this

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TEVA.TALong

Hit

Entry$5,684.52

Resolved$6,723.75

21d horizon

PositionNo position

Compensation

Certified independent

ViewsThese are the creator's own views

This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.