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STLA

Stellantis NV

NYSE: STLA · CONSUMER CYCLICAL · AUTO MANUFACTURERS

$7.70
-2.04% today

Updated 2026-04-29

Market cap
$22.31B
P/E ratio
—
P/S ratio
0.15x
EPS (TTM)
$-9.09
Dividend yield
—
52W range
$6 – $12
Volume
20.4M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Stellantis NV (STLA) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$7.70
Consensus
$11.59
+50.52%
2030 Target
$779.92
+10028.83%
DCF
$73.11
+89.58% MoS
31 analysts:
2 Buy4 Hold1 Sell

Management guidance

CEO John Elkann stated Stellantis is on 'stronger footing after a year of reckoning' focused on improving products and cutting costs. Management aims for 25% growth in retail-only U.S. sales in 2026 and targets 40% of U.S. sales as electrified vehicles by 2030. No specific consolidated revenue targets were disclosed in available guidance.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,300.11
$188.4B Rev × 20x P/S
Base case (2030)
$779.92
$188.4B Rev × 12x P/S
Bear case (2030)
$520.20
$188.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$189.5B$156.9B$153.5B$164.9B$171.1B$176.8B$182.5B$188.4B
Revenue growth—-17.2%-2.1%7.4%3.8%3.3%3.2%3.2%
EPS$4.42$6.10$0.39$0.89$1.63$2.15$2.58$3.02
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$683.28$708.95$732.35$755.76$779.92

Catalysts & risks

Growth catalysts
+ 2026 product launches: redesigned 2027 Chrysler Pacifica, Dodge Durango models, and HEMI V8-powered Ram 1500 gaining traction
+ Leapmotor EV partnership expansion: potential Canadian manufacturing facility to produce lower-cost Chinese EVs leveraging 20% stake
+ Electrification roadmap: Solid-state battery demo fleet with Factorial by 2026, Samsung SDI joint venture (23-40 GWh capacity), Tesla Supercharger network access for all BEVs
+ U.S. market recovery: Q1 2026 sales +4% YoY with Ram +20%, signaling end to seven consecutive years of declining sales
+ Strategic reset execution: €22.2 billion in charges taken; shift toward profitable gas/hybrid models alongside EV investments
+ Data and AI integration: Palantir 5-year partnership extension to enhance operations and decision-making
Key risks
- Profitability recovery uncertain: FY2025 net margin -14.6%, EPS -$8.97; return to 2022-2023 profitability levels ($5.31-5.94 EPS) not guaranteed despite cost-cutting
- Geopolitical and tariff headwinds: Trump tariffs have cost U.S. automakers $35B+; Mexican supplier disputes halting Jeep Cherokee production; China EV competition intensifying
- EV market demand softness: Industry-wide EV demand slowdown; Ford and GM EV sales plummeting; Stellantis' pivot back to gas-powered vehicles signals market caution
- Scale and competitive pressure: Operating margin -14.87% vs. Ford/GM; capital-intensive EV transition requires sustained investment while managing debt (LT Debt/Eq 0.59)
- Recall and quality issues: 11,767 Jeep Wagoneer S vehicles recalled; potential ongoing quality and reputation risks as company integrates product resets
- Analyst rating divergence: Heavy 'Hold' bias (4 of 6 recent analysts); recent downgrades from BofA, Morgan Stanley, Piper Sandler; litigation risk from €22.2B charge announcement

Methodology

Stellantis NV's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 31 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.