Polestar Achieves Best Retail Sales Year in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
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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 Plans: Polestar is set to launch four new vehicles over the next three years, including the Polestar 5 four-door grand tourer and the Polestar 7 compact SUV, which are expected to enhance market competitiveness and meet diverse consumer needs.
- Capital Injection for Growth: Earlier this month, Polestar announced a $400 million equity investment from Feathertop Funding Limited, which will provide financial support for expanding manufacturing capabilities and marketing efforts, aiding the company in achieving its profitability growth targets.
- Market Sentiment Shift: Following the announcement of new models, Polestar's stock surged 20% on Friday, with market sentiment shifting from 'bearish' to 'extremely bullish', indicating a significant increase in investor confidence regarding the company's future prospects.
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- Export Surge: Geely's exports soared by 138% to 60,879 units, demonstrating the effectiveness of its international market expansion strategy and enhancing the company's competitiveness on a global scale.
- BYD's Overseas Performance: Despite Geely's strong domestic performance, BYD maintained robust overseas sales in February, exporting over 100,600 units, showcasing its ongoing appeal in international markets.
- Intensifying Market Competition: As competition between Geely and BYD heats up, the coming months will have profound implications for both companies in terms of market share and brand influence, potentially prompting increased innovation and marketing efforts from both sides.
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- 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.
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- 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.
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