Key Stats for Stellantis Stock
- Price Change for $STLA stock: -7.4%
- Current Share Price: $9.81
- 52-Week High: $14.28
- $STLA Stock Price Target: $11.13
What Happened?
Stellantis (STLA) stock dipped over 7% on Friday after the automaker reported third-quarter shipments that snapped a six-quarter slump. The company shipped an estimated 1.3 million vehicles in the July-September period, up 13% year-over-year.
The rebound marks the first quarterly shipment increase since Q4 of 2023 and suggests CEO Antonio Filosa’s turnaround efforts are gaining traction. Filosa took over North American operations a year ago before stepping into the top job in June.
North America drove most of the improvement with shipments surging 35% to 403,000 vehicles. That translates to roughly 104,000 additional units compared to the same period last year. The region had declined for six straight quarters before this turnaround.
The North American recovery came from normalized inventory levels following last year’s aggressive production cuts. The company also benefited from initial deliveries of the HEMI V8-powered Ram 1500, a key product that Filosa prioritized bringing back to market.
European shipments rose 8% to 534,000 vehicles, supported by four new B-segment compact models. The Citroën C3, Citroën C3 Aircross, Opel Frontera, and Fiat Grande Panda all started production recently and weren’t available during the same period last year.
However, European gains were partially offset by weaker light commercial vehicle demand and lower volumes in some key countries.
South American shipments fell 3% to 252,000 vehicles, though Stellantis noted this reflected an unusually high comparison from Q3 of 2024 when the company recovered delayed Brazilian shipments following flooding in Rio Grande do Sul.
The Middle East and Africa posted a strong 21% growth, mainly from Algeria, where local Fiat production is expanding.
See analysts’ growth forecasts and price targets for Stellantis stock (It’s free!) >>>
What the Market Is Telling Us About STLA Stock
Despite strong delivery numbers, Stellantis faces significant challenges, including a projected 1.5 billion euro hit from U.S. tariffs this year.
Stellantis reported first-half results in July that made clear just how tough 2025 would be. Adjusted operating income margin collapsed to just 0.7% from 10% a year earlier. The company posted a 3 billion euro industrial free cash outflow in the first half.
For the second half, Stellantis guided to low single-digit operating margins and improvement in free cash flow compared to H1. That’s nowhere near historical levels but would represent meaningful sequential progress.
The shipment data validates management’s strategy of reintroducing discontinued models. Stellantis had phased out seven successful nameplates in North America, including Jeep Cherokee, Jeep Renegade, Chrysler 300, Ram DS Classic, Dodge Charger, and Dodge Challenger. Those vehicles generated 300,000 annual sales and several billion in gross profit.
Now the company is restoring that lineup. The Jeep Cherokee returned after more than two years of absence with the first-ever hybrid powertrain for that model.
The iconic HEMI V8 engine returned to Ram trucks after management recognized that up to 40% of full-size truck buyers won’t consider brands without a V8 option.
The product offensive extends to Europe, where Stellantis improved market share to 17% in H1 of 2025, up 1.3 percentage points over 12 months. The company took second place in European BEV volumes and claimed the top spot in European hybrids for the first time.
Stellantis stock is down 30% year-to-date as investors worry about execution risk, tariff impacts, and whether the company can restore profitability quickly enough. The automaker plans a Capital Markets Day in early 2026 to present an updated long-term strategic plan.
For now, the Q3 shipment recovery provides evidence that Filosa’s back-to-basics approach of listening to dealers, reintroducing popular products, and improving inventory discipline is starting to work.
Whether that translates into sustained profit improvement remains the key question for Stellantis stock.
Wall Street Analysts Are Bullish on These 5 Undervalued Compounders With Market-Beating Potential
TIKR just released a new free report on 5 compounders that appear undervalued, have beaten the market in the past, and could continue to outperform on a 1-5 year timeline based on analysts’ estimates.
Inside, you’ll get a breakdown of 5 high-quality businesses with:
- Strong revenue growth and durable competitive advantages
- Attractive valuations based on forward earnings and expected earnings growth
- Long-term upside potential backed by analyst forecasts and TIKR’s valuation models
These are the kinds of stocks that can deliver massive long-term returns, especially if you catch them while they’re still trading at a discount.
Whether you’re a long-term investor or just looking for great businesses trading below fair value, this report will help you zero in on high-upside opportunities.
Click here to sign up for TIKR and get our full report on 5 undervalued compounders completely free.
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
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!