Key Takeaways
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 facer greater headwinds from U.S. tariffs than Detroit-based "Big Three" automakers Ford ( F ) and General Motors ( GM ), UBS analysts wrote. 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).
About 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 sales in the U.S. will fall about 9% due to tariffs.
"After several quarters of severe market share loss, Stellantis'
aggressive plan
to regain market share in a likely shrinking US market … has now a lower likelihood of success," analysts said, adding that "without the perspective of a successful US turnaround, a core element to our Buy thesis no longer exists.”
Stellantis shares slipped Monday morning but reversed course and recently traded up 3%. Still, they have lost about 30% of their value in 2025 and 65% over the past 12 months.
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