Thyssenkrupp Stock in 2025: Is a Turnaround Still Possible?

Thyssenkrupp’s Survival Strategy: Bold Move or Desperate Measure?

The industrial giant’s announcement of cutting 40% of its steel workforce by 2030 sent shockwaves through markets. While management frames this as essential to compete with cheap Asian imports, skeptics like JPMorgan’s Dominic O’Kane warn structural flaws run too deep—even with EU steel tariffs. TradingView charts show the stock has plunged 30% from its 52-week high, now battling to hold €5.50, a key psychological support level.

Why Wall Street Can’t Agree on Thyssenkrupp

Analysts are at war over the stock’s future. Bulls argue the restructuring, though painful, positions the company for long-term survival—pointing to the planned 2025 IPO of marine subsidiary TKMS as a potential lifeline. Bears counter that €2.3B in restructuring costs could drain cash reserves dry. "It’s like watching a boxer cut weight to make a lower class," notes BTCC market strategist Lena Müller. "The question is whether they’ll have any strength left to fight."

The Steel Division’s Make-or-Break Timeline

Technical Outlook: Searching for a Bottom

The stock’s chart tells a grim story—having broken below both its 50-day and 200-day moving averages. Volume spikes during sell-offs suggest capitulation, but until the €5.20 support from December 2024 holds, technicians remain wary. "This isn’t a dip to buy—it’s a falling knife," cautions a Frankfurt-based trader who asked to remain anonymous.

Marine vs. Steel: The Jekyll and Hyde Dynamic

While steel drags down earnings, Thyssenkrupp’s submarine and naval technology unit has become the dark horse. Defense contracts now account for 18% of revenue, with NATO’s expanded budgets fueling growth. The dichotomy leaves investors torn—do they bet on the legacy business’s revival or pray the TKMS spinoff delivers?

FAQ: Your Thyssenkrupp Questions Answered

Is Thyssenkrupp stock a buy after the restructuring news?

With analyst targets ranging from €3.80 to €7.20, this is purely a risk-appetite play. The TKMS IPO could unlock value, but steel sector headwinds persist.

How will EU tariffs affect Thyssenkrupp?

While the 15% tariff on Asian imports helps, rising energy costs in Germany may offset any pricing advantage.

What’s the biggest threat to the turnaround plan?

Execution risk—historically, Thyssenkrupp has struggled to deliver on restructuring promises.