WSJ·2d ago
Why Stellantis Is Stopping Dealers From Advertising Rock-Bottom PricesPlus, what's the endgame for social-media marketing after undisclosed ads run wild in feeds?
Stellantis faces a severe operational crisis, with its core North American profit engine contracting 41.4% year-over-year in Q2 2026 and gross margins collapsing to 11.0% from a peak of 18.3%. The company's cost structure appears fundamentally misaligned with ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has contracted sharply, with a 41.4% year-over-year decline in Q2 2026, while gross margins have eroded from 18.3% in Q4 2023 to 11.0% in Q2 2026, indicating a severe breakdown in pricing power and cost control.
Wall Street analysts project a significant 12-month upside of 54.9% with a $11.59 price target and a long-term 2030 base case of $779.92.
Stellantis operates 14 iconic automotive brands and two mobility arms, offering a wide range of innovative mobility solutions.
Stellantis Financial Services provides flexible financing options for its premier automotive brands, enhancing customer accessibility and revenue streams.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.14-48.4% vs $0.27 | $49.7B+1.5% vs $48.9B |
Q2 2026 Apr 30, 2026 | $0.24+62.8% vs $0.15 | $44.1B-0.6% vs $44.3B |
Q1 2026 Feb 26, 2026 | -$0.70+73.6% vs -$2.67 | $93.1B+0.3% vs $92.8B |
Q4 2025 Oct 30, 2025 | $0.21-62.1% vs $0.56 | $87.5B-0.5% vs $87.9B |
Plus, what's the endgame for social-media marketing after undisclosed ads run wild in feeds?
Ford Motor leverages a massive network of over 8,000 global dealerships and its Ford+ plan to transition toward connected, electric vehicles. Stellantis maintains a diverse portfolio of 14 iconic brands and a lean debt profile relative to industry peers.
The plant, in Brampton, Ontario, has been idle since 2024, and Stelantis is in advanced talks to sell that factory to a Canadian armored-car maker.
Automaker stocks are giving back Thursday's rotation-driven pop in Friday morning trading, and the order in which the group is falling reads like that same trade running backwards. No company announcement dated today explains the move.
Benchmark STLA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Stellantis N.V. (STLA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.83 | $13.99B | -0.54 | -2.15% | -14.57% | -32.87% | 18.92% | |
| $83.45 | $75.48B | 25.52 | -1.29% | 1.03% | 2.95% | — | |
| $13.10 | $52.24B | -6.36 | 1.23% | -3.93% | -18.89% | — | |
| $192.06 | $227.43B | 9.65 | 5.51% | 8.63% | 11.52% | — | |
| $32.42 | $42.07B | -16.03 | 0.5% | -0.75% | -1.38% | — | |
| $378.90 | $1.5T | 350.83 | -2.93% | 3.68% | 4.55% | — |
Stellantis N.V. (STLA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Stellantis N.V. (STLA) stock FAQ — growth, dividends, profitability & financials explained
Stellantis N.V. (STLA) reported $235.12B in revenue for fiscal year 2025. This represents a 474% increase from $40.97B in 1996.
Stellantis N.V. (STLA) saw revenue decline by 2.1% over the past year.
Stellantis N.V. (STLA) reported a net loss of $21.71B for fiscal year 2025.
Yes, Stellantis N.V. (STLA) pays a dividend with a yield of 18.92%. This makes it attractive for income-focused investors.
Stellantis N.V. (STLA) has a return on equity (ROE) of -32.9%. Negative ROE indicates the company is unprofitable.
Stellantis N.V. (STLA) had negative free cash flow of $17.49B in fiscal year 2025, likely due to heavy capital investments.
