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Is Goodyear (GT) Using Connected Tires To Quietly Reposition Itself As A Vehicle Data Partner?

Simply Wall St · 20h ago
  • Earlier this month, Stellantis’ Citroën brand announced a collaboration with Goodyear to develop the Eagle Xplore concept tire, integrating Goodyear’s SightLine technology so tires can monitor their own condition and share real-time data with the vehicle and driver.
  • This partnership underlines Goodyear’s push to embed smart, connected tire systems into software-driven vehicles, potentially shifting its role from a traditional component supplier to a data and technology partner for automakers.
  • We’ll now explore how Goodyear’s connected Eagle Xplore tire project with Citroën could influence the company’s innovation-led investment narrative.

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Goodyear Tire & Rubber Investment Narrative Recap

To own Goodyear today, you need to believe that its push into higher value, technology rich tires can offset pressure from low cost competitors and trade friction, while its balance sheet repair and cost actions restore consistent profitability. The Eagle Xplore collaboration with Citroën showcases that innovation story, but it does not materially change the near term risk that weak commercial truck demand and factory underutilization continue to weigh on earnings.

The recent launch of Goodyear’s Eagle F1 All Season and new Wrangler all terrain lines ties directly into the same premium, technology focused positioning as the Eagle Xplore concept. Together, these products show how Goodyear is trying to lean into higher margin segments even as tariffs, import pressure and restructuring costs remain key swing factors for the stock’s near term performance.

However, investors should also be aware that rising annualized tariff costs and manufacturing inefficiencies could still...

Read the full narrative on Goodyear Tire & Rubber (it's free!)

Goodyear Tire & Rubber's narrative projects $18.3 billion revenue and $405.2 million earnings by 2028. This implies revenue will decline by 0.4% per year and earnings will decrease by $23.8 million from $429.0 million today.

Uncover how Goodyear Tire & Rubber's forecasts yield a $9.51 fair value, a 6% upside to its current price.

Exploring Other Perspectives

GT 1-Year Stock Price Chart
GT 1-Year Stock Price Chart

Six fair value estimates from the Simply Wall St Community span from about US$6.94 to over US$1,238 per share, underscoring just how far apart individual views can be. Against that backdrop, the tension between Goodyear’s connected tire innovation push and the ongoing risk from low cost import competition gives you several very different futures to consider, so it is worth exploring a range of these perspectives before deciding where you stand.

Explore 6 other fair value estimates on Goodyear Tire & Rubber - why the stock might be worth 23% less than the current price!

Build Your Own Goodyear Tire & Rubber Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.