Stellantis Reports 9% Yearly Shipment Increase for Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy STLA?
Source: seekingalpha
- Shipment Growth: Stellantis estimates consolidated shipments for Q4 2025 at 1.5 million units, reflecting a 9% year-over-year increase, primarily driven by strong performance in North America, indicating sustained market demand in the region.
- North America Performance: In North America, Q4 shipments rose by approximately 127,000 units compared to the same period in 2024, achieving a 43% year-over-year growth, which demonstrates Stellantis's enhanced competitiveness in this market and its ability to effectively meet consumer demand.
- Support from South America and MEA: In addition to North America, shipments in South America and the Middle East & Africa also experienced year-over-year growth, further solidifying Stellantis's global market position and showcasing the success of its diversified market strategy.
- Challenges in Europe: Despite overall shipment growth, Stellantis faced challenges in Enlarged Europe due to a contracting LCV market and competitive pressures, necessitating strategic measures to address these market challenges and maintain growth momentum.
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Analyst Views on STLA
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
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 10.230
Low
9.33
Averages
11.81
High
15.15
Current: 10.230
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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- Management Statement: CEO Antonio Filosa stated that these charges reflect not only a misjudgment of market demand but also highlight previous operational execution shortcomings, emphasizing that the new team is progressively addressing these issues to restore the company's competitiveness.
- Electrification Transition Challenges: Stellantis's business overhaul aims to accelerate the rollout of electric and hybrid vehicles; however, the inflated expectations may lead to misallocation of resources, potentially impacting the company's long-term strategic goals and market positioning.
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- North America Performance: In North America, Q4 shipments rose by approximately 127,000 units compared to the same period in 2024, achieving a 43% year-over-year growth, which demonstrates Stellantis's enhanced competitiveness in this market and its ability to effectively meet consumer demand.
- Support from South America and MEA: In addition to North America, shipments in South America and the Middle East & Africa also experienced year-over-year growth, further solidifying Stellantis's global market position and showcasing the success of its diversified market strategy.
- Challenges in Europe: Despite overall shipment growth, Stellantis faced challenges in Enlarged Europe due to a contracting LCV market and competitive pressures, necessitating strategic measures to address these market challenges and maintain growth momentum.
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- Dividend Suspension and Financing Plan: In response to a projected net loss for 2025, Stellantis has suspended its dividend for 2026 and plans to raise up to €5 billion through hybrid bond issuance, aimed at preserving its balance sheet and supporting future investments.
- Historic Investment and Product Launches: The company announced its largest investment in U.S. history, totaling $13 billion over four years, alongside plans to launch 10 new products and cancel those unable to achieve profitable scale, optimizing its global manufacturing and quality management capabilities.
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- Financial Loss Projection: Stellantis anticipates a significant charge of approximately €22 billion (around $26 billion), primarily due to overestimating the pace of the energy transition, which indicates a disconnect from actual consumer needs and could lead to a decline in market share.
- Management Statement: CEO Antonio Filosa stated that these charges reflect not only a misjudgment of market demand but also highlight previous operational execution shortcomings, emphasizing that the new team is progressively addressing these issues to restore the company's competitiveness.
- Electrification Transition Challenges: Stellantis's business overhaul aims to accelerate the rollout of electric and hybrid vehicles; however, the inflated expectations may lead to misallocation of resources, potentially impacting the company's long-term strategic goals and market positioning.
- Potential Market Reaction Impact: The announcement of such a substantial loss may negatively affect investor confidence, particularly against the backdrop of increasing competition in the electric vehicle market, necessitating Stellantis to implement effective measures to regain market trust.
See More
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- Powertrain Options: The Charger lineup features the 550-horsepower SIXPACK-powered Charger Scat Pack, the 420-horsepower Charger R/T, and the 670-horsepower all-electric Charger Daytona Scat Pack, the latter being recognized as the world's quickest and most powerful muscle car, catering to diverse consumer preferences.
- Market Impact: This recognition not only validates the Charger's uncompromising performance and innovative design but also reflects consumer trends favoring multi-energy powertrains, enhancing Dodge's competitive edge in the ongoing electrification transition.
- Heritage and Innovation: With 112 years of history, the Dodge brand continues to innovate, and the Charger's success not only preserves the legacy of muscle cars but also elevates the brand's image through modern design and technology, attracting the attention of a new generation of consumers.
See More
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- Strategic Reset: Stellantis is selling its 49% stake in the Canadian battery joint venture NextStar Energy to partner LG Energy Solution for $100, marking a significant shift in its electric vehicle strategy that may impact future production capabilities.
- Investment Background: Established in 2022, NextStar Energy aims to build Canada's first large-scale battery manufacturing facility, with over C$5 billion (approximately $3.65 billion) invested to date and a long-term employment target of 2,500, currently employing 1,300.
- Supply Chain Assurance: Despite the stake sale, Stellantis will continue sourcing battery products from NextStar, ensuring battery supply for its EVs, which underscores the company's commitment to its supply chain and future EV market.
- Industry Impact: LG Energy Solution, the largest battery company in North America, will operate four standalone and four JV facilities post-acquisition, further solidifying its market position in battery manufacturing while enhancing Stellantis's battery supply security.
See More
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- Massive Charge Booking: Stellantis plans to book approximately €22.2 billion ($26.18 billion) in charges for the second half of 2025, primarily due to overestimating electric vehicle demand, which caused shares to drop about 14% in early trading on Friday.
- Cash Payment Impact: The charges include around €6.5 billion ($7.66 billion) in cash payments expected over the next four years, which will significantly impact the company's liquidity and financial stability.
- Net Loss Forecast: Stellantis anticipates a net loss of €19 billion to €21 billion for FY 2025, leading to a decision not to pay an annual dividend in 2026, which could negatively affect investor confidence.
- Bond Issuance Plan: The board has authorized the issuance of non-convertible subordinated perpetual hybrid bonds up to €5 billion (~$5.90 billion) to strengthen the balance sheet and support future cash flow generation.
See More
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- Shipment Growth: Stellantis estimates consolidated shipments for Q4 2025 at 1.5 million units, reflecting a 9% year-over-year increase, primarily driven by strong performance in North America, indicating sustained market demand in the region.
- North America Performance: In North America, Q4 shipments rose by approximately 127,000 units compared to the same period in 2024, achieving a 43% year-over-year growth, which demonstrates Stellantis's enhanced competitiveness in this market and its ability to effectively meet consumer demand.
- Support from South America and MEA: In addition to North America, shipments in South America and the Middle East & Africa also experienced year-over-year growth, further solidifying Stellantis's global market position and showcasing the success of its diversified market strategy.
- Challenges in Europe: Despite overall shipment growth, Stellantis faced challenges in Enlarged Europe due to a contracting LCV market and competitive pressures, necessitating strategic measures to address these market challenges and maintain growth momentum.
See More
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- Restructuring Costs: Stellantis anticipates a significant €22 billion ($26 billion) loss as it accelerates the rollout of electric and hybrid vehicles, reflecting an overestimation of the energy transition pace that distanced the company from real consumer needs, impacting market performance.
- Dividend Suspension and Financing Plan: In response to a projected net loss for 2025, Stellantis has suspended its dividend for 2026 and plans to raise up to €5 billion through hybrid bond issuance, aimed at preserving its balance sheet and supporting future investments.
- Historic Investment and Product Launches: The company announced its largest investment in U.S. history, totaling $13 billion over four years, alongside plans to launch 10 new products and cancel those unable to achieve profitable scale, optimizing its global manufacturing and quality management capabilities.
- Market Share Growth: Despite the restructuring costs, Stellantis achieved positive volume growth in 2025, with its U.S. market share rising to 7.9%, while maintaining its overall second-place position in the enlarged European market, indicating initial success from its strategic adjustments.
See More
