European Auto Industry Challenges: European auto manufacturers are facing significant challenges due to competition from Chinese manufacturers, U.S. tariffs, and stringent EU emission regulations, leading to negative valuations for major companies like Mercedes, BMW, Volkswagen, and Renault.
Goldman Sachs' Positive Outlook: Analysts at Goldman Sachs believe that premium OEMs are undervalued and have initiated a Buy rating for Ferrari, anticipating growth driven by higher-priced Special Series models and improved earnings over the next few years.
Mercedes and BMW Prospects: Goldman Sachs views Mercedes and BMW favorably due to their strong balance sheets and competitive product lines, with expectations of margin improvements driven by new EV technologies and cost reductions.
Neutral Ratings for Other Brands: Volkswagen, Stellantis, and Renault have been assigned Neutral ratings by Goldman Sachs, reflecting more significant challenges compared to their premium counterparts, while Porsche is also expected to face headwinds from tariffs and restructuring costs.
Wall Street analysts forecast STLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STLA is 11.81 USD with a low forecast of 9.33 USD and a high forecast of 15.15 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.
14 Analyst Rating
Wall Street analysts forecast STLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STLA is 11.81 USD with a low forecast of 9.33 USD and a high forecast of 15.15 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
7 Hold
0 Sell
Moderate Buy
Current: 9.790
Low
9.33
Averages
11.81
High
15.15
Current: 9.790
Low
9.33
Averages
11.81
High
15.15
Piper Sandler
Alexander Potter
Neutral
to
Overweight
upgrade
$9 -> $15
2026-01-08
Reason
Piper Sandler
Alexander Potter
Price Target
$9 -> $15
AI Analysis
2026-01-08
upgrade
Neutral
to
Overweight
Reason
Piper Sandler analyst Alexander Potter upgraded Stellantis to Overweight from Neutral with a price target of $15, up from $9. Stellantis trades at a lower multiple than many peers, and after several quarters of disappointment, investor expectations are low, the analyst tells investors in a research note. Piper sees a favorable risk/reward, with the potential for "rapid upside" if the company shows faster than expected margin expansion.
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.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for STLA
Unlock Now
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.
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.
