Goldman Sachs
May 11, 2026
Auto1 Group: April 2026 High Frequency Data Update
Single Stock ReportEquitiesConsumer Discretionary
Goldman Sachs maintains a Buy rating on Auto1 Group with a €37 target, citing high-frequency data that shows Autohero units sold tracking 8% ahead of consensus for 2Q26.
Key Takeaways
- 1.Autohero units sold are tracking at a 2Q26 run-rate of 35.4k, which is 8% above Visible Alpha consensus.
- 2.App Monthly Active Users (MAUs) for Autohero remained broadly stable MoM but grew 192% YoY in April.
- 3.Used car transaction volumes in Europe were down 8% YoY in April, yet Auto1 continues to forecast strong market share gains.
Table of Contents
- April 2026 takeaways
- Autohero delistings analysis
- Autohero listings
- App MAUs
- App downloads
- Website visits
- Website channel traffic
- European used car industry data
- Summary investment thesis
- Valuation & key risks
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Authors
James Tate
Securities
AG1G.DECVNA
Themes
High-Frequency Data MonitoringE-commerce Secular ShiftApp Engagement and Mobile Strategy
Regions
EuropeGermanyFranceItaly