Volvo (VOLVB SS) Exec. says they observed signs of stabilisation and slight recovery in late-Q4 and start of Jan'26, marking a shift from the previously cautious stance seen for the truck markets in the Americas

Volvo's recent commentary suggests a notable shift from a cautious outlook to signs of recovery in the truck markets, particularly in the Americas, although they still anticipate weak volumes in Q1'26.

Newsquawk StaffPublished 28 Jan 2026, 08:28 UTCOn the live feed at 08:08 UTC — 5 more headlines followed before this page went public

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08:15

South Korea's Presidential Adviser says that US Treasury Secretary Bessent's earlier comment on KRW reflects views that Korea's investment might become difficult if it raises anxiety in the FX market

08:10

EUROPEAN OPEN: ASML NA orders surge, raises guidance; LOGN SW profit beat, guidance in line; TXN shares rise on strong outlook; MC FP lower after earnings update; VOLVB SS tops expectations; FOMC and key earnings ahead

08:08

Volvo (VOLVB SS) Exec. says they observed signs of stabilisation and slight recovery in late-Q4 and start of Jan'26, marking a shift from the previously cautious stance seen for the truck markets in the Americas

08:05

European Movers: ASML (ASML NA) +7.3%, Lonza (LONN SW) +4.6%, Fresnillo (FRES LN) +1.8%, Volvo (VOLVB SS) +1.4%, BBVA (BBVA SM) -1.4%, Logitech (LOGN SW) -4.5%, LVMH (MC FP) -6.2%

07:38

SK Hynix (000660 KS) expects a considerable increase in capex during 2026. Sees server set growth in the high-teen percentages. Expect short-term shipment adjustments due to deteriorated consumer sentiment.

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Expects Q1'26 volumes in the Americas to remain weak, with European volumes up in Q4.
Underlying service business grew 5% in Q4.

Context

The growth in their underlying service business indicates potential resilience in specific segments, which could bode well for the company, especially as European volumes improved in Q4. This evolving narrative may influence market sentiment towards Volvo and broadly within the trucking and commercial vehicle sector.

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