Stellantis Reports 9% YoY Growth in Q4 2025 Shipments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy STLA?
Source: Newsfilter
- Strong North American Performance: In Q4 2025, Stellantis reported a 43% year-over-year increase in shipments in North America, totaling approximately 127,000 units, reflecting normalized inventory dynamics and strong demand for new models, which is expected to further enhance the company's market share in the region.
- Overall Shipment Growth: Stellantis' estimated consolidated shipments for Q4 2025 reached 1.5 million units, marking a 9% increase year-over-year, primarily driven by growth in North and South America, indicating a recovery momentum in the global market.
- Challenges in European Market: Despite overall shipment growth, shipments in Enlarged Europe decreased by 4%, primarily due to a contracting LCV market and competitive pressures, highlighting the ongoing challenges in this region's market environment.
- Growth in Other Regions: Shipments in South America, the Middle East & Africa, and China, India & Asia Pacific all reported increases, with South America up 7%, demonstrating Stellantis' leadership and sustained demand potential in these markets.
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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.
Stellantis Anticipates €22 Billion Charge Due to Energy Transition Overestimation
- 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.
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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.
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.
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See More
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- Strong North American Performance: In Q4 2025, Stellantis reported a 43% year-over-year increase in shipments in North America, totaling approximately 127,000 units, reflecting normalized inventory dynamics and strong demand for new models, which is expected to further enhance the company's market share in the region.
- Overall Shipment Growth: Stellantis' estimated consolidated shipments for Q4 2025 reached 1.5 million units, marking a 9% increase year-over-year, primarily driven by growth in North and South America, indicating a recovery momentum in the global market.
- Challenges in European Market: Despite overall shipment growth, shipments in Enlarged Europe decreased by 4%, primarily due to a contracting LCV market and competitive pressures, highlighting the ongoing challenges in this region's market environment.
- Growth in Other Regions: Shipments in South America, the Middle East & Africa, and China, India & Asia Pacific all reported increases, with South America up 7%, demonstrating Stellantis' leadership and sustained demand potential in these markets.
See More
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- Investment Commitment: To date, NextStar Energy has received over CAD 5 billion in investments to support its battery manufacturing facility in Windsor, which is projected to create 2,500 jobs, enhancing Canada's competitiveness in battery production.
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See More
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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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- Award Recognition: The Dodge Charger has won both the 2026 MotorWeek Drivers' Choice Awards for Best of the Year and Best Sport Coupe, highlighting its exceptional performance across 12 vehicle categories and solidifying its leadership in the muscle car market.
- 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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- 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
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- Strong North American Performance: In Q4 2025, Stellantis reported a 43% year-over-year increase in shipments in North America, totaling approximately 127,000 units, reflecting normalized inventory dynamics and strong demand for new models, which is expected to further enhance the company's market share in the region.
- Overall Shipment Growth: Stellantis' estimated consolidated shipments for Q4 2025 reached 1.5 million units, marking a 9% increase year-over-year, primarily driven by growth in North and South America, indicating a recovery momentum in the global market.
- Challenges in European Market: Despite overall shipment growth, shipments in Enlarged Europe decreased by 4%, primarily due to a contracting LCV market and competitive pressures, highlighting the ongoing challenges in this region's market environment.
- Growth in Other Regions: Shipments in South America, the Middle East & Africa, and China, India & Asia Pacific all reported increases, with South America up 7%, demonstrating Stellantis' leadership and sustained demand potential in these markets.
See More
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- Strategic Acquisition: LG Energy Solution will acquire full ownership of NextStar Energy, with Stellantis selling its 49% stake, reflecting a long-term partnership and trust in the battery manufacturing sector, which is expected to further solidify Canada's battery industry foundation.
- Investment Commitment: To date, NextStar Energy has received over CAD 5 billion in investments to support its battery manufacturing facility in Windsor, which is projected to create 2,500 jobs, enhancing Canada's competitiveness in battery production.
- Enhanced Market Responsiveness: The new structure will enable NextStar Energy to leverage LG's technological leadership and global operational expertise, allowing for swift responses to Energy Storage System market demands and driving future growth opportunities.
- Supply Chain Stability: Stellantis will continue sourcing battery products from NextStar Energy, ensuring a stable supply for electric vehicles and further strengthening the sustainability and stability of the North American battery supply chain.
See More
