Key Stats for Stellantis Stock
- Price change for Stellantis stock: 4.4%
- $STLA Share Price as of Feb. 26: $8
- 52-Week High: $13
- $STLA Stock Price Target: $10
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What Happened?
Stellantis (STLA) stock jumped 4% in early trading Thursday (February 26) despite posting its first-ever annual loss, as investors focused on improving second-half results, suggesting CEO Antonio Filosa’s turnaround may be working.
- The automaker reported a staggering full-year net loss of 22.3 billion euros ($26.3 billion), reversing a 5.5 billion euro profit from the prior year.
- The massive loss came from 25.4 billion euros in write-downs as Stellantis sharply scales back its electric vehicle strategy.
The company, which owns Jeep, Ram, Dodge, Chrysler, Fiat, and Peugeot, joins GM, Ford, and Honda in taking billions in EV-related charges as the auto industry retreats from aggressive electrification plans.
However, the second-half performance showed clear improvement. Revenue rose 10% to 79.25 billion euros, while global shipments jumped 11% to 2.8 million units, with every region reporting higher volumes.
The company posted a second-half adjusted operating loss of 1.38 billion euros ($1.63 billion), within management’s guidance range.
CEO Filosa emphasized that North America is driving the recovery. “North America is very strong growth in volume. This growth will be the largest contributor in the world for Stellantis’ profitability,” he told investors.
The turnaround is being fueled by new products and increased production of trucks with Hemi V8 engines. Critically, Stellantis is canceling its plans for plug-in hybrid electric vehicles to improve profitability.
For the full year 2025, the company reported an adjusted operating loss of 842 million euros compared to 8.65 billion euros in profit during 2024.
Management estimates 1.6 billion euros in tariff expenses for 2026 but expects to return to positive industrial free cash flow by 2027.
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What the Market Is Telling Us About Stellantis Stock
The rally in Stellantis stock signals investors are looking past the historic loss to focus on sequential improvements and management’s pragmatic strategic shift.
The pivot away from EVs toward profitable trucks and V8 engines addresses immediate market realities, even if it raises questions about long-term positioning.
The company’s retreat from electrification reflects broader industry trends.
Consumer demand for EVs has disappointed, particularly in North America, where buyers still prefer traditional trucks and SUVs.
Stellantis is betting that profitability today matters more than leading an uncertain EV transition tomorrow.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
