Will Stellantis’ (BIT:STLAM) Dual Push in EV Charging and Traditions Shape Its Competitive Edge?

• Stellantis recently rolled out a series of updates, including unlocking V-6 engine orders for the 2026 Dodge Durango GT, introducing a year-long schedule of limited-edition Jeep Wrangler releases for Jeep’s 85th anniversary, and, through a client announcement, confirming the adoption of the North American Charging System (NACS) for its battery-electric vehicles across several global markets.
• This combination of expanded product offerings and enhanced EV charging accessibility signals a focus on both traditional vehicle performance and advancing electric mobility options for Stellantis customers.
• We’ll explore how broadening access to Tesla’s Supercharger network could affect Stellantis’ market share and long-term growth narrative.

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Stellantis Investment Narrative Recap

For anyone considering Stellantis as an investment, the central belief often centers around the company’s ability to expand its electrification efforts while maintaining competitive advantages in its traditional segments. The latest updates, including expanded Dodge Durango engine options, a year-long Jeep Wrangler campaign, and confirmed access to Tesla’s Supercharger network, support progress on product offerings and EV strategy, but do not directly address the most immediate challenge facing Stellantis: margin pressures from BEV ramp-up in Europe, which remains a material risk to earnings near-term.

Of the many announcements, Stellantis’ planned adoption of the North American Charging System (NACS) for future BEVs stands out. This move broadens fast-charging access for Stellantis customers in North America, Japan, and South Korea, potentially aiding its efforts to capture a greater share of EV demand, something crucial as the company confronts lower profitability on its electric vehicles versus internal combustion models.

However, investors should be aware that while electrification remains a catalyst, the transition raises questions around ...

Read the full narrative on Stellantis (it's free!)

Stellantis' outlook points to €175.3 billion in revenue and €7.6 billion in earnings by 2028. This is based on analysts’ expectation of 6.3% annual revenue growth and a €10.0 billion increase in earnings from the current €-2.4 billion.

Uncover how Stellantis' forecasts yield a €9.38 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Thirty Simply Wall St Community members peg Stellantis’ fair value anywhere between €6 and €26.81 per share. As you explore these varied opinions, keep in mind that persistent margin compression from BEV expansion could weigh on profitability and broader market performance.

Explore 30 other fair value estimates on Stellantis - why the stock might be worth 29% less than the current price!

Build Your Own Stellantis Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Stellantis research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Stellantis research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Stellantis' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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