Tata Motors Shares Jump 5% After Hitting Yearly Low, Tariff Worries Still Cloud Outlook

Mumbai: Tata Motors' shares jumped over 5 per cent in early trading on Friday, April 11. The stock bounced back after falling to a new 52-week low of Rs 535 earlier this week. As of now, the stock is trading at Rs 600, though it’s still down 20 per cent for the year 2025. The share price has seen ups and downs over the last four trading sessions.

US Tariff Uncertainty Continues

The recent jump in Tata Motors’ share price comes amid global trade tensions. On Wednesday, US President Donald Trump said he would pause new reciprocal tariffs on most countries—except China. However, there is still no confirmation on whether the 25 per cent tariff on imported automobiles, which started on April 3, will also be paused.

Jaguar Land Rover Pauses US Shipments

Tata Motors’ UK-based luxury car unit, Jaguar Land Rover (JLR), has decided to pause its vehicle shipments to the US for the month of April. The move is to assess how the new US tariff rules may affect their business. This temporary halt adds to short-term worries for Tata Motors.

Analyst Views: Mixed Reactions

Brokerage firm BofA Securities has kept its "neutral" rating on Tata Motors. However, it has lowered its price target to Rs 655 due to concerns over US tariffs and slower sales growth. The firm has also cut its earnings per share (EPS) forecast by 16 per cent, warning of possible cash flow pressure.

Among 34 analysts tracking Tata Motors, 20 recommend a ‘Buy’, 8 suggest a ‘Hold’, and 6 have a ‘Sell’ rating.