Key Takeaways
- UBS downgraded Stellantis’ stock to “netural” and slashed its price target nearly in half.
- The Netherlands-based automaker faces greater headwinds from U.S. tariffs than Detroit-based “Big Three” rivals Ford and General Motors, UBS analysts wrote in a research note.
- The analysts said trade policies jeopardize Stellantis’ plan to take back U.S. market share.
UBS downgraded Stellantis’ stock and slashed its price target for the Jeep and Chrysler parent nearly in half on Monday.
The Netherlands-based automaker will facer greater headwinds from U.S. tariffs than Detroit-based “Big Three” automakers Ford (F) and General Motors (GM), UBS analysts wrote. UBS downgraded the stock to “neutral” from “buy” and reduced its target price to 8.80 euros ($9.98) from 16.00 euros ($18.15).
About 35% of Stellantis vehicles sold in the U.S. are imported, UBS said, and therefore subject to 25% import taxes. It estimates that annual car sales in the U.S. will fall about 9% due to tariffs.
“After several quarters of severe market share loss, Stellantis’ aggressive plan to regain market share in a likely shrinking US market … has now a lower likelihood of success,” analysts said, adding that “without the perspective of a successful US turnaround, a core element to our Buy thesis no longer exists.”
Stellantis shares slipped Monday morning but reversed course and recently traded up 3%. Still, they have lost about 30% of their value in 2025 and 65% over the past 12 months.
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