Polestar Achieves Best Retail Sales Year in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
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Should l Buy PSNY?
Polestar announced earlier today that "despite a challenging geopolitical and economic environment," it delivered its best year ever in terms of retail sales in 2025. "In 2026, with a disciplined approach, the Company expects to deliver low double-digit retail volume growth. The sales mix is expected to continue to evolve with an increasing share of Polestar 4. Further, the Company aims to focus more on the retail channel, supported by the continued expansion of the network and its attractive model line-up, to drive quality sales growth," Polestar said in a statement. By 2028, Polestar plans to bring the four new models to the market: Polestar 5, Polestar 4, Polestar 2, and Polestar 7. Michael Lohscheller, Polestar CEO, said, "Following our best sales year ever, we are now launching the largest model offensive in our history, with four premium EVs coming to market within three years. We are targeting the heart of the EV market, where customer demand and profit pools are high. Combined with our continued retail sales network expansion and a growing customer base, we are setting the foundations for profitable growth and operational improvement." Shares of Polestar closed the trading day down 3% to $16.36.
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About PSNY
POLESTAR AUTOMOTIVE HOLDING UK PLC (Polestar) is a Swedish-based electric vehicle manufacturer. Company's portfolio includes Polestar 1, Polestar 2, Polestar 3, Polestar 4 and Polestar 5. Polestar products are currently available on markets across Europe, North America, China and Asia Pacific. Polestar cars are currently manufactured in two facilities in China. Polestar produces electric cars to reduce gas emmisions and develop new technologies to further minimize the carbon footprint.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- New Model Launch Plan: Polestar announced plans to introduce four new electric vehicles between 2026 and 2028, aiming to broaden its product portfolio and enhance operational performance in response to the rapidly growing EV market.
- Record Sales Performance: Despite a challenging geopolitical and economic environment, Polestar achieved its best-ever retail sales in Q4 2025, with approximately 15,608 cars sold, a 27% year-over-year increase, and total sales of about 60,119 cars for the year, reflecting a 34% growth and strong market demand.
- Funding Support and Strategic Expansion: In February, Polestar secured over $400 million in funding through a Special Purpose Vehicle, planning to increase retail channel expansion by 30% to further enhance market share and brand influence.
- Stock Performance and Analyst Outlook: Polestar's stock surged 13.03% to $19.00 in premarket trading on Wednesday, although it has decreased 49.97% over the past 12 months; technical indicators suggest potential for a rebound in the short term, while analysts maintain a neutral outlook on the upcoming financial report.
See More
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- Product Offensive Plan: Polestar is set to launch four new electric models over the next three years, targeting the core of the global EV market and driving profitable growth, showcasing its ambition in the electric vehicle sector.
- Flagship Model Release: By 2028, Polestar plans to introduce the flagship Polestar 5, built on a lightweight aluminum platform, with deliveries expected in summer 2026, aimed at enhancing the brand's performance and luxury image.
- New Polestar 2: The original Polestar 2 will be replaced by a 'completely new' successor in early 2027, leveraging an existing base of over 190,000 cars to further solidify its market position.
- Market Expansion Expectations: Polestar anticipates low double-digit retail volume growth in 2026 and plans to expand its retail network by 30%, particularly driven by sales growth of the Polestar 4 crossover.
See More
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- Sales Growth Expectations: The company anticipates achieving low double-digit retail volume growth by 2026, alongside a planned 30% expansion of its retail network, which will enhance market share and brand influence.
- Market Positioning Strategy: The Polestar 5 will serve as the brand's halo car, combining exceptional performance with luxury design, targeting the high-value electric vehicle market to meet increasing consumer demand.
- Future Development Vision: Polestar's Polestar 7, planned for launch by 2028, will enter the largest EV segment in Europe, projected to account for one-third of total BEV volumes in 2025, further solidifying its market position.
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- Sector Performance Divergence: While real estate shares gained slightly by 0.1%, materials stocks fell by 2.2%, reflecting varying investor confidence across sectors, which could influence future investment strategies.
- Bristol Myers Earnings Beat: Bristol Myers Squibb reported fourth-quarter 2025 revenues of $12.50 billion, surpassing the consensus estimate of $12.281 billion with a 1% year-over-year increase, demonstrating resilience in a competitive pharmaceutical market.
- Weak Employment Data: U.S. job openings fell by 386,000 to 6.542 million in December, below the market estimate of 7.2 million, while initial jobless claims rose by 22,000 to 231,000, indicating challenges in the economic recovery.
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- Exit Mechanism Design: Investors entered put option agreements with a wholly owned subsidiary of Geely Sweden Holdings, allowing banks to sell their stakes back after three years under predefined return conditions, providing a structured exit if market conditions change.
- Significant Sales Growth: In 2025, Polestar's retail sales surged 34% year-on-year to 60,119 cars, demonstrating strong demand and growth potential in the electric vehicle market.
- Positive Market Reaction: Following the financing announcement, Polestar's stock traded over 2% higher in Monday's premarket, although retail sentiment on Stocktwits remained in 'bearish' territory, indicating cautious market outlook.
See More
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- Funding Agreement Secured: Polestar has secured over $400 million in funding through the special purpose vehicle Feathertop Funding Ltd., with Sumitomo Mitsui Banking Corp. and Standard Chartered Bank each investing $200 million, reflecting confidence in its financial health.
- Transparent Equity Structure: Under the agreement, both banks will purchase Class A American Depositary Shares at $19.34 per share, with the option to sell their stakes within three years, ensuring neither institution will own more than 10% of Polestar's outstanding equity.
- Liquidity Enhancement: The CEO of Polestar stated that this financing will further enhance the company's liquidity position and strengthen its balance sheet, indicating positive progress in financial management.
- Market Expansion Plans: Concurrently, Geely is considering entering the U.S. market within the next 2-3 years, showcasing its ambition for global expansion, which could present new growth opportunities for Polestar.
See More
Polestar Plans to Launch Four New EVs Over Next Three Years
- New Model Launch Plan: Polestar announced plans to introduce four new electric vehicles between 2026 and 2028, aiming to broaden its product portfolio and enhance operational performance in response to the rapidly growing EV market.
- Record Sales Performance: Despite a challenging geopolitical and economic environment, Polestar achieved its best-ever retail sales in Q4 2025, with approximately 15,608 cars sold, a 27% year-over-year increase, and total sales of about 60,119 cars for the year, reflecting a 34% growth and strong market demand.
- Funding Support and Strategic Expansion: In February, Polestar secured over $400 million in funding through a Special Purpose Vehicle, planning to increase retail channel expansion by 30% to further enhance market share and brand influence.
- Stock Performance and Analyst Outlook: Polestar's stock surged 13.03% to $19.00 in premarket trading on Wednesday, although it has decreased 49.97% over the past 12 months; technical indicators suggest potential for a rebound in the short term, while analysts maintain a neutral outlook on the upcoming financial report.
See More
Polestar Unveils Largest Product Offensive in History
- Product Offensive Plan: Polestar is set to launch four new electric models over the next three years, targeting the core of the global EV market and driving profitable growth, showcasing its ambition in the electric vehicle sector.
- Flagship Model Release: By 2028, Polestar plans to introduce the flagship Polestar 5, built on a lightweight aluminum platform, with deliveries expected in summer 2026, aimed at enhancing the brand's performance and luxury image.
- New Polestar 2: The original Polestar 2 will be replaced by a 'completely new' successor in early 2027, leveraging an existing base of over 190,000 cars to further solidify its market position.
- Market Expansion Expectations: Polestar anticipates low double-digit retail volume growth in 2026 and plans to expand its retail network by 30%, particularly driven by sales growth of the Polestar 4 crossover.
See More
Polestar Announces Four New Models in Major Offensive
- Model Launch Plan: Polestar has announced a major offensive with four new models set to launch over the next three years, including the Polestar 5, a new variant of Polestar 4, a completely new Polestar 2, and the Polestar 7, indicating the company's strong intent to expand in the EV market.
- Sales Growth Expectations: The company anticipates achieving low double-digit retail volume growth by 2026, alongside a planned 30% expansion of its retail network, which will enhance market share and brand influence.
- Market Positioning Strategy: The Polestar 5 will serve as the brand's halo car, combining exceptional performance with luxury design, targeting the high-value electric vehicle market to meet increasing consumer demand.
- Future Development Vision: Polestar's Polestar 7, planned for launch by 2028, will enter the largest EV segment in Europe, projected to account for one-third of total BEV volumes in 2025, further solidifying its market position.
See More
U.S. Stocks Decline Midway, Dow Jones Falls Over 400 Points
- U.S. Stock Weakness: Midway through trading on Thursday, U.S. stocks declined significantly, with the Dow Jones dropping over 400 points, a 0.86% decrease to 49,073.13, indicating investor concerns about the economic outlook.
- Sector Performance Divergence: While real estate shares gained slightly by 0.1%, materials stocks fell by 2.2%, reflecting varying investor confidence across sectors, which could influence future investment strategies.
- Bristol Myers Earnings Beat: Bristol Myers Squibb reported fourth-quarter 2025 revenues of $12.50 billion, surpassing the consensus estimate of $12.281 billion with a 1% year-over-year increase, demonstrating resilience in a competitive pharmaceutical market.
- Weak Employment Data: U.S. job openings fell by 386,000 to 6.542 million in December, below the market estimate of 7.2 million, while initial jobless claims rose by 22,000 to 231,000, indicating challenges in the economic recovery.
See More
Polestar Secures $400 Million Financing, Stock Rises
- Financing Structure Enhancement: Polestar announced a $400 million equity financing, split evenly between Feathertop Funding and Standard Chartered Bank, which strengthens its balance sheet at a critical point in its growth cycle.
- Exit Mechanism Design: Investors entered put option agreements with a wholly owned subsidiary of Geely Sweden Holdings, allowing banks to sell their stakes back after three years under predefined return conditions, providing a structured exit if market conditions change.
- Significant Sales Growth: In 2025, Polestar's retail sales surged 34% year-on-year to 60,119 cars, demonstrating strong demand and growth potential in the electric vehicle market.
- Positive Market Reaction: Following the financing announcement, Polestar's stock traded over 2% higher in Monday's premarket, although retail sentiment on Stocktwits remained in 'bearish' territory, indicating cautious market outlook.
See More
Polestar Secures $400 Million Funding to Enhance Liquidity
- Funding Agreement Secured: Polestar has secured over $400 million in funding through the special purpose vehicle Feathertop Funding Ltd., with Sumitomo Mitsui Banking Corp. and Standard Chartered Bank each investing $200 million, reflecting confidence in its financial health.
- Transparent Equity Structure: Under the agreement, both banks will purchase Class A American Depositary Shares at $19.34 per share, with the option to sell their stakes within three years, ensuring neither institution will own more than 10% of Polestar's outstanding equity.
- Liquidity Enhancement: The CEO of Polestar stated that this financing will further enhance the company's liquidity position and strengthen its balance sheet, indicating positive progress in financial management.
- Market Expansion Plans: Concurrently, Geely is considering entering the U.S. market within the next 2-3 years, showcasing its ambition for global expansion, which could present new growth opportunities for Polestar.
See More
