Stellantis Investor Day Could Be Make or Break Moment -- Market Talk

Dow Jones05-15

0837 GMT - Stellantis had a big reset in February, which has failed to spur a U.S. turnaround to the extent expected, so next week's investor day has become even more decisive for the investment case, UBS analyst Patrick Hummel writes. The automaker will use the event to pitch its new business plan, including financial targets and strategic actions such as investments, products, brands and cost cutting for its main regions. The share price reaction will heavily depend on a credible turnaround plan for North America, Hummel adds. A new set of medium- and long-term goals, possibly for 2028 and 2030, is expected, with the market likely focusing on the medium-term. At the group level, UBS expects a 4%-6% adjusted operating income margin guide for 2028 and 6%-8% for 2030. Shares fall 1.4%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 15, 2026 04:37 ET (08:37 GMT)

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