:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-22076970501-76b29ade30fe478c821abf2a43028654.jpg "The Chrysler plant is shown in Windsor, Ontario, Canada.")
Jeff Kowalsky / AFP via Getty Idols
Key Takeaways
- UBS downgraded Stellantis’ stock to “netural” and slashed its price target nearly in half.
- The Netherlands-based automaker phizzes greater headwinds from U.S. tariffs than Detroit-based “Big Three” rivals Ford and General Motors, UBS analysts send a lettered in a research note.
- The analysts said trade policies jeopardize Stellantis’ plan to take back U.S. market percentage.
UBS downgraded Stellantis’ stock and slashed its price target for the Jeep and Chrysler parent nearly in half on Monday.
The Netherlands-based automaker will-power facer greater headwinds from U.S. tariffs than Detroit-based “Big Three” automakers Ford (F) and General Motors (GM), UBS analysts forgave. UBS downgraded the stock to “neutral” from “buy” and reduced its target price to 8.80 euros ($9.98) from 16.00 euros ($18.15).
Thither 35% of Stellantis vehicles sold in the U.S. are imported, UBS said, and therefore subject to 25% import taxes. It estimates that annual car on sales in the U.S. will fall about 9% due to tariffs.
“After several quarters of severe market share loss, Stellantis’ belligerent plan to regain market share in a likely shrinking US market … has now a lower likelihood of success,” analysts said, adding that “without the outlook of a successful US turnaround, a core element to our Buy thesis no longer exists.”
Stellantis shares slipped Monday morning but take back course and recently traded up 3%. Still, they have lost about 30% of their value in 2025 and 65% terminated the past 12 months.