Polestar Stock Soars 54.09% on Sales Surge, Tariff Talks

On September 3, 2025, Polestar's stock surged by 54.09% in pre-market trading, marking a significant rise that has captured the attention of investors and analysts alike.

Polestar Automotive Holding UK has seen a notable increase in investor interest following a 38% year-over-year rise in vehicle sales for the second quarter. This surge in sales, coupled with growing sector momentum and trading volume, has contributed to the company's recent stock performance.

One of the key factors driving this optimism is the ongoing discussions to lower US tariffs on European car imports. Should these negotiations progress favorably, European automakers, including Polestar, could see substantial benefits. This potential tariff relief is particularly significant as Polestar aims to expand its presence in the US market.

Polestar's investment narrative is built on the expectation that sustained growth in electric vehicle sales and increased US market access will help overcome current profitability challenges. The company's recent announcement of starting Polestar 3 production in South Carolina is a strategic move to support its North American expansion and reduce exposure to tariffs.

However, investors should also consider the company's recent auditor report, which expressed doubt about Polestar's ability to continue as a going concern if financial losses persist. Despite the encouraging sector momentum, Polestar continues to report large losses and negative equity, which could impact its long-term viability.