Implications of Ford's Major Charge for GM and Toyota
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Should l Buy STLA?
Source: Barron's
- Slow Adoption of Electric Vehicles: Electric vehicles have not gained popularity among American car buyers as quickly as anticipated by investors and automakers.
- Financial Impact on Automakers: The slow adoption has resulted in significant financial losses for car manufacturers, leading to concerns about wasted investments.
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Analyst Views on STLA
Wall Street analysts forecast STLA stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 7.620
Low
9.33
Averages
11.81
High
15.15
Current: 7.620
Low
9.33
Averages
11.81
High
15.15
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.
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- Evaluation Criteria: The Consumer Guide editorial team employs rigorous assessment standards, including price, performance, and fuel economy, ensuring that Pacifica stands out in a competitive market, reflecting its advantages in family-friendliness and comfort.
- Market Leadership: In 2025, Chrysler's minivan lineup retained sales leadership in the U.S., with over 15 million units sold globally since Chrysler invented the segment more than 40 years ago, demonstrating its strong market influence.
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- Policy Background: Trump claimed that the revoked scientific finding lacked factual and legal basis, asserting that it “severely damaged the American auto industry” and criticized existing EV promotion laws as “mandates,” which could lead to significant price increases for consumers.
- Consumer Impact: The EPA alleged that the repeal of the finding would result in average cost savings of over $2,400 per vehicle, although this could negatively affect EV sales, especially after the federal tax credit of $7,500 was eliminated last year.
See More
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- Market Reaction: According to Cox Automotive, EVs peaked at 10.3% of the new vehicle market in September, just before federal incentives ended, but sales plummeted afterward, indicating a direct impact of policy changes on consumer demand for electric vehicles.
- Industry Opposition: Automakers like Tesla oppose the EPA's decision, arguing that reversing the endangerment finding undermines the regulatory framework that supports investments in EVs, potentially harming consumer choice and economic benefits while affecting the integrated North American automotive sector.
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- Decline in EV Sales: Following the removal of federal tax credits, EV sales plummeted in October, dropping from 10.3% market share in September, highlighting a disconnect between consumer demand and policy support that may hinder future market growth.
- Automaker Responses: Ford has expressed support for a unified national standard, arguing that current emissions regulations do not align with consumer choices, reflecting the automotive industry's divisions over environmental policies, particularly between EVs and traditional vehicles.
- Tesla's Position: Tesla opposes the EPA's reconsideration of the endangerment finding, asserting that this regulatory framework has provided stability for its investments in product development, warning that abandoning fuel-efficiency goals could negatively impact consumer choice and economic benefits.
See More
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- Safety Features: The Pacifica offers the most standard safety and security features in its class, including Blind-spot Monitoring and Pedestrian Automatic Emergency Braking, ensuring family safety and enhancing consumer confidence in purchasing decisions.
- Model Enhancements: The 2026 model year introduces restructured vehicle packages, including standalone eight-passenger seating and an appealing S Appearance package, increasing customer choice and potentially driving sales growth.
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Seeking Dividends? Explore Opportunities in Europe.
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European Market Appeal: European companies are offering attractive dividend yields, which may be appealing compared to U.S. counterparts.
Economic Factors: Factors such as currency fluctuations and economic recovery in Europe are influencing the attractiveness of these investments.
Investment Strategy: Diversifying into European dividends could enhance returns for U.S. investors seeking income.
See More
Chrysler Pacifica Wins Consumer Guide Best Buy for 10th Year
- Award Continuity: Chrysler Pacifica has won the Consumer Guide Best Buy award for the 10th consecutive year, highlighting its exceptional performance and design in family transportation, thereby reinforcing its leadership position in the U.S. family market.
- Evaluation Criteria: The Consumer Guide editorial team employs rigorous assessment standards, including price, performance, and fuel economy, ensuring that Pacifica stands out in a competitive market, reflecting its advantages in family-friendliness and comfort.
- Market Leadership: In 2025, Chrysler's minivan lineup retained sales leadership in the U.S., with over 15 million units sold globally since Chrysler invented the segment more than 40 years ago, demonstrating its strong market influence.
- Future Outlook: In 2026, Chrysler will introduce a refreshed Pacifica, further solidifying its leadership in family transportation innovation, comfort, and capability, showcasing the brand's ongoing commitment to modern family needs.
See More
Trump Announces Major Environmental Policy Change Impacting EV Market
- Market Reaction: Following the Trump administration's revocation of the greenhouse gas endangerment finding, shares of pure-play EV manufacturers like Tesla (TSLA), Rivian (RIVN), and Lucid (LCID) fell by as much as 5%, while traditional automakers such as General Motors (GM), Ford (F), and Stellantis (STLA) saw their stocks rise, with STLA increasing by 4% at its peak.
- Economic Impact: The EPA stated that the new final rule will save Americans over $1.3 trillion, primarily by reducing the costs of new vehicles and EV equipment purchases, potentially stimulating growth in the traditional automotive market.
- Policy Background: Trump claimed that the revoked scientific finding lacked factual and legal basis, asserting that it “severely damaged the American auto industry” and criticized existing EV promotion laws as “mandates,” which could lead to significant price increases for consumers.
- Consumer Impact: The EPA alleged that the repeal of the finding would result in average cost savings of over $2,400 per vehicle, although this could negatively affect EV sales, especially after the federal tax credit of $7,500 was eliminated last year.
See More
Trump's Reversal of EPA Finding Impacts Auto Industry
- Policy Reversal: The EPA's decision to reverse its finding on greenhouse gas harms may boost sales of gas-guzzling vehicles but poses a significant threat to the electric vehicle market, particularly after the removal of federal tax credits, which led to a dramatic drop in EV sales in October.
- Market Reaction: According to Cox Automotive, EVs peaked at 10.3% of the new vehicle market in September, just before federal incentives ended, but sales plummeted afterward, indicating a direct impact of policy changes on consumer demand for electric vehicles.
- Industry Opposition: Automakers like Tesla oppose the EPA's decision, arguing that reversing the endangerment finding undermines the regulatory framework that supports investments in EVs, potentially harming consumer choice and economic benefits while affecting the integrated North American automotive sector.
- Future Outlook: Despite policy challenges, the market potential for EVs remains strong, as battery prices decline and the number of models increases, with experts suggesting that the commercial viability of EVs will continue to grow, albeit at a slower pace due to current regulatory headwinds.
See More
EPA Reverses Greenhouse Gas Regulation Decision
- EPA Decision Reversal: The EPA's decision to no longer regulate greenhouse gases, based on its interpretation of the Clean Air Act, could pose significant challenges for the U.S. electric vehicle market, especially as global competition in EVs intensifies.
- Decline in EV Sales: Following the removal of federal tax credits, EV sales plummeted in October, dropping from 10.3% market share in September, highlighting a disconnect between consumer demand and policy support that may hinder future market growth.
- Automaker Responses: Ford has expressed support for a unified national standard, arguing that current emissions regulations do not align with consumer choices, reflecting the automotive industry's divisions over environmental policies, particularly between EVs and traditional vehicles.
- Tesla's Position: Tesla opposes the EPA's reconsideration of the endangerment finding, asserting that this regulatory framework has provided stability for its investments in product development, warning that abandoning fuel-efficiency goals could negatively impact consumer choice and economic benefits.
See More
Chrysler Pacifica Wins Consumer Guide Best Buy for 10th Year
- Award Recognition: Chrysler Pacifica has won the Consumer Guide Best Buy award for the 10th consecutive year, highlighting its exceptional performance in family transportation and solidifying its status as America's best-selling minivan.
- Safety Features: The Pacifica offers the most standard safety and security features in its class, including Blind-spot Monitoring and Pedestrian Automatic Emergency Braking, ensuring family safety and enhancing consumer confidence in purchasing decisions.
- Model Enhancements: The 2026 model year introduces restructured vehicle packages, including standalone eight-passenger seating and an appealing S Appearance package, increasing customer choice and potentially driving sales growth.
- Power and Efficiency: Equipped with a 3.6-liter Pentastar V-6 engine delivering 287 horsepower and paired with a nine-speed automatic transmission, the front-wheel-drive models achieve 28 mpg on the highway, showcasing strong performance and fuel efficiency to meet modern family needs.
See More
Seeking Dividends? Explore Opportunities in Europe.
U.S. Dividend Seekers: Investors in the U.S. are encouraged to explore European markets for potential dividend opportunities.
European Market Appeal: European companies are offering attractive dividend yields, which may be appealing compared to U.S. counterparts.
Economic Factors: Factors such as currency fluctuations and economic recovery in Europe are influencing the attractiveness of these investments.
Investment Strategy: Diversifying into European dividends could enhance returns for U.S. investors seeking income.
See More
