Stellantis N.V.

BIT:STLAM Stock Report

Market Cap: €18.7b

Stellantis Future Growth

Future criteria checks 3/6

Stellantis is forecast to grow earnings and revenue by 92.5% and 3.4% per annum respectively. EPS is expected to grow by 86.4% per annum. Return on equity is forecast to be 9% in 3 years.

Key information

92.5%

Earnings growth rate

86.40%

EPS growth rate

Auto earnings growth24.0%
Revenue growth rate3.4%
Future return on equity8.96%
Analyst coverage

Good

Last updated14 May 2026

Recent future growth updates

Recent updates

Narrative Update • May 02

STLAM: 2026 Transition And China Partnerships Will Drive Re Rating Potential

Analysts have made a small upward adjustment to the blended price target for Stellantis to €11.97. This reflects slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple after a mix of recent target cuts, downgrades, and one upgrade from major banks and brokers.
Narrative Update • Apr 18

STLAM: 2027 Earnings Reset And China EV Deals Will Shape Upside

Analyst price targets for Stellantis have been adjusted in a mixed but slightly lower range, with various firms cutting their targets by about €0.50 to €2.20 per share, citing tighter margin expectations for 2026 and a shift toward valuing the stock on later-year earnings. Analyst Commentary Recent research on Stellantis reflects a split view, with some analysts adjusting targets slightly higher and others trimming them or changing ratings as they reassess margin assumptions and the timing used in their valuation models.
Narrative Update • Apr 03

STLAM: 2027 Margin Expansion And EV Partnerships Are Expected To Improve Upside

Analysts have trimmed the implied fair value for Stellantis by about €0.59, reflecting a series of reduced price targets and more cautious assumptions around revenue growth. This has been partially offset by slightly higher profit margin expectations and a lower future P/E of 5.80x.
Narrative Update • Mar 20

STLAM: 2026 Transition And China Deals Will Support Re Rating Potential

Stellantis' updated analyst price target has moved lower to €11.92 from €13.68 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and recent Street research highlighting margin pressure in 2026 alongside a mix of target cuts and selected upgrades. Analyst Commentary Recent Street research around Stellantis has been active, with a mix of target cuts, rating changes, and a few more optimistic voices.
Narrative Update • Mar 06

STLAM: 2026 Margin Pressure And EV Retrenchment Will Drive Near-Term Downside

The updated analyst price target for Stellantis reflects a lower fair value estimate of €5.00 and a slightly higher discount rate. Analysts are factoring in softer revenue growth, lower profit margin assumptions and mixed Street views on 2026 earnings pressure versus longer term recovery potential.
Narrative Update • Feb 20

STLAM: Transition To 2027 Earnings Is Expected To Improve Risk Reward

The updated analyst price target for Stellantis has been reduced by roughly €1.30 per share. This reflects a lower fair value estimate that incorporates slightly softer revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E multiple, as analysts factor in a transition period before any potential earnings recovery.
Narrative Update • Feb 05

STLAM: Margin Expansion In 2026 Is Expected To Improve Risk Reward

Narrative Update Our fair value estimate for Stellantis has edged up to €9.93 per share from €9.90. This reflects modestly higher Street price targets and analysts' mixed but generally constructive views on valuation, margin potential and sector visibility into 2026.
Narrative Update • Jan 22

STLAM: Electrification Shift And Margin Upside Are Expected To Improve Risk Reward

Analysts have lifted their price target on Stellantis from about €9.75 to €9.90, reflecting a mix of higher published targets such as €10 and $15, as well as updated assumptions around slightly lower growth, modestly softer margins and a somewhat higher future P/E multiple. Analyst Commentary Recent research on Stellantis shows a split between those who see value at current levels and those who are more cautious about the sector backdrop and execution risk.
Narrative Update • Jan 08

STLAM: Future Execution And Tariff Relief Will Support A Re Rating

Narrative Update: Stellantis Stellantis' updated fair value estimate has shifted from €12.68 to about €13.68 as analysts weigh a higher future P/E assumption, reflect slightly higher perceived risk, and factor in more cautious views on revenue growth and profit margins, while recent Neutral ratings and modest price target moves highlight a balanced outlook on the stock. Analyst Commentary Recent Street research on Stellantis has struck a cautious tone overall, but there are a few clear positives that stand out for investors focused on valuation support and execution in a tougher European auto backdrop.
Narrative Update • Dec 17

STLAM: U.S. Turnaround Spend And Product Pipeline Will Support Balanced Risk Reward Outlook

Analysts have lifted their price target on Stellantis slightly to about $10 per share, citing a modest upgrade to revenue growth expectations, a richer but still undemanding future earnings multiple, and improving inventory and product cycle dynamics despite a challenging European auto backdrop. Analyst Commentary Recent Street research paints a mixed but gradually improving picture for Stellantis, with valuation support emerging even as execution and macro risks remain elevated.
Narrative Update • Dec 03

STLAM: U.S. Turnaround Investments And Product Pipeline Will Shape Balanced Outlook

Stellantis's analyst price target has been modestly raised to about $9.66 from $9.38, as analysts cite gradually improving earnings visibility, a more supportive product pipeline, and balanced Neutral to Buy stances despite ongoing macro and competitive pressures in European autos. Analyst Commentary Recent research updates present a mixed but gradually improving picture for Stellantis, with modest target price increases and at least one notable upgrade reflecting better confidence in the company’s medium term trajectory.
Narrative Update • Sep 08

Electrification And Global Market Expansion Will Unlock Value

Stellantis’ fair value modestly declined to €9.38 as analysts flag manageable, largely self-inflicted operating challenges and restructuring costs amid ongoing industry headwinds and a weak autos outlook, while awaiting clearer signs of operational improvement. Analyst Commentary Bullish analysts expect Stellantis' earnings decline to stabilize, supported by easing product launch delays in Europe and improved model positioning in North America following de-stocking.
Analysis Article • Jun 25

Is Now An Opportune Moment To Examine Stellantis N.V. (BIT:STLAM)?

Let's talk about the popular Stellantis N.V. ( BIT:STLAM ). The company's shares saw significant share price movement...
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New Narrative • Mar 02

Launching New Models Like Dodge Daytona Will Expand Market Reach And Improve Future Competitiveness

Stellantis is enhancing market reach with diverse product launches and strategic regional empowerment, potentially boosting future revenues and competitiveness.

Earnings and Revenue Growth Forecasts

BIT:STLAM - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028171,3675,3462,78415,15618
12/31/2027166,6893,6311,54912,78029
12/31/2026160,3361,331-2,0528,56325
3/31/2026155,827-21,599-11,528-4,522N/A
12/31/2025153,508-22,368-12,637-4,650N/A
9/30/2025149,815-12,379-13,581-4,686N/A
6/30/2025146,122-2,391-12,053-2,249N/A
3/31/2025150,1832,290-13,833-3,296N/A
12/31/2024156,8785,473-9,5251,535N/A
9/30/2024166,5369,385-8,4872,768N/A
6/30/2024176,19313,2971,61313,062N/A
3/31/2024182,86915,9476,95317,774N/A
12/31/2023189,54418,5967,76117,954N/A
9/30/2023189,75319,17913,35122,997N/A
6/30/2023189,96119,76214,41023,509N/A
3/31/2023184,77718,28112,87721,734N/A
12/31/2022179,59216,79911,34419,959N/A
9/30/2022172,20016,09013,09621,417N/A
6/30/2022164,80815,38014,84722,874N/A
3/31/2022157,11414,29512,40320,760N/A
12/31/2021149,41913,2109,95918,646N/A
9/30/2021125,03610,2369,20816,621N/A
6/30/2021100,6527,2628,45614,595N/A
3/31/202174,1544,8755,98210,418N/A
12/31/202047,6562,4883,5086,241N/A
9/30/202036,0931,7741,7363,567N/A
6/30/202056,0052,385-2,695969N/A
3/31/202065,3682,7935504,837N/A
12/31/201958,9932,538N/A8,667N/A
9/30/201974,2523,190N/A8,543N/A
6/30/201973,7723,178N/A8,381N/A
3/31/201973,9003,003N/A8,388N/A
12/31/201874,0272,827N/A8,395N/A
9/30/201873,6632,496N/A7,879N/A
6/30/201873,2992,150N/A7,362N/A
3/31/201867,7782,037N/A6,411N/A
12/31/201762,2561,931N/A5,459N/A
9/30/201758,0301,849N/A5,509N/A
6/30/201753,8031,773N/A5,558N/A
3/31/201753,9171,752N/A6,014N/A
12/31/201654,0301,730N/A6,470N/A
9/30/201654,2251,635N/A6,428N/A
6/30/201654,4191,540N/A6,385N/A
3/31/201654,5481,220N/A9,209N/A
12/31/201554,676899N/A12,033N/A
9/30/201553,639439N/AN/AN/A
6/30/201552,602-21N/A11,197N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: STLAM is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.3%).

Earnings vs Market: STLAM is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: STLAM is expected to become profitable in the next 3 years.

Revenue vs Market: STLAM's revenue (3.4% per year) is forecast to grow slower than the Italian market (5.7% per year).

High Growth Revenue: STLAM's revenue (3.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: STLAM's Return on Equity is forecast to be low in 3 years time (9%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/17 02:13
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stellantis N.V. is covered by 53 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dominique DescoursBanca Akros S.p.A. (ESN)
Eduardo González MartínBanco Santander
Kristina ChurchBarclays