BASF: Trading Below Intrinsic Value, But Facing Risks

2026-04-09 11:37:53 ET

My last article about BASF SE ( BASFY ) was published in July 2025 and in the article I rated the company and stock as a “Hold” once again. In the conclusion of the article, I wrote:

In my opinion, all negativity is included in the stock price, and I see the downside limited at this point. However, I don’t see BASF as a “Buy” at this point due to the challenging macro-economic environment, the high level of uncertainty created by tariffs, and management being rather pessimistic about its business right now. Overall, BASF remains a “Hold” at this point.

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