Stellantis Must Show Willingness to Make The Big Decisions -- Market Talk

Dow Jones05-15

0824 GMT - Stellantis needs to show that it is not shy of radical decisions to thoroughly reshape the group, Jefferies analysts write. The company is holding an investor day next week and the bank hopes management will address progress in software-defined vehicles, the impact of the trade agreement renegotiation between the U.S., Mexico and Canada given its Mexico and Canada exposure, and capital structure. Recent announcements have laid out key parameters like remaining a global manufacturer, prioritizing four core brands, addressing EU capacity, placing Leapmotor at the heart of future cost competitiveness and pursuing partnerships, it adds. Jefferies expects Stellantis to guide for mid-term margins in a 7%-9% range starting 2028, including 7%-9% in North America, 4%-6% in Europe and around 10% in Latin America and Middle East and Africa. Shares fall 1.6%. (dominic.chopping@wsj.com)

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May 15, 2026 04:25 ET (08:25 GMT)

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