BYD's Market Leadership: BYD Co. Ltd. led global new energy vehicle (NEV) sales in 2025, achieving a 30% year-on-year growth, while Tesla Inc. experienced a decline in sales.
Sales Data Overview: Global NEV sales reached 4.86 million units in Q2 2025, with BYD holding an 18.3% market share and Tesla at 11.7%, following a 14% drop in its sales across various regions.
Regional Sales Trends: Tesla faced significant sales declines in markets like France, Sweden, Denmark, and California, prompting a 40% reduction in UK lease prices, while BYD's sales surged by 314% in the UK.
Expansion Plans: BYD set a new sales record in India with over 3,000 units sold by August 2025 and is planning to expand into Europe with luxury subbrands Yangwang and Denza debuting next year.
STLA
$11.83+Infinity%1D
Analyst Views on STLA
Wall Street analysts forecast STLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for STLA is 11.18 USD with a low forecast of 9.32 USD and a high forecast of 14.56 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast STLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for STLA is 11.18 USD with a low forecast of 9.32 USD and a high forecast of 14.56 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
9 Hold
0 Sell
Moderate Buy
Current: 11.930
Low
9.32
Averages
11.18
High
14.56
Current: 11.930
Low
9.32
Averages
11.18
High
14.56
BNPP
Samuel Perry
Neutral -> Underperform
downgrade
2025-12-11
Reason
BNPP
Samuel Perry
Price Target
2025-12-11
downgrade
Neutral -> Underperform
Reason
BNPP analyst Samuel Perry downgraded Stellantis to Underperform from Neutral.
DZ Bank
Matthias Volkert
Sell
to
Buy
upgrade
€13
2025-12-05
Reason
DZ Bank
Matthias Volkert
Price Target
€13
2025-12-05
upgrade
Sell
to
Buy
Reason
DZ Bank analyst Matthias Volkert upgraded Stellantis to Buy from Sell with a EUR 13 price target.
BofA
Neutral
maintain
2025-12-04
Reason
BofA
Price Target
2025-12-04
maintain
Neutral
Reason
BofA raised the firm's price target on Stellantis to $11.95 from $10.91 and keeps a Neutral rating on the shares. Stellantis has "a split outlook" with strong U.S. momentum, but weakness in Europe and emerging markets, the analyst tells investors. The firm raised its target on shares as it says higher multiples offset negative FY26 earnings revisions.
UBS
Neutral -> Buy
upgrade
$NULL
2025-12-02
Reason
UBS
Price Target
$NULL
2025-12-02
upgrade
Neutral -> Buy
Reason
UBS upgraded Stellantis to Buy from Neutral.
About STLA
Stellantis N.V., formerly Fiat Chrysler Automobiles N.V., is a holding Company based in the Netherlands and operates as an automaker and a mobility provider. The Company is engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. The Company has industrial operations in more than 30 countries and sells its vehicles directly or through distributors and dealers in more than 130 countries. The Company designs, manufactures, distributes and sells vehicles for the mass-market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia and Ram brands. In addition, the Company designs, manufactures, distributes and sells luxury vehicles under the Maserati brand. The Company's brand portfolio also includes Peugeot, Citroen, DS Automobiles, Opel and Vauxhall. It offers a wide variety of vehicle choices from luxury and mainstream passenger vehicles to pickup trucks, sport utility vehicle (SUVs).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
