Stellantis N.V.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Средний индекс, значительно вырос. Рынок на стороне быков.

Medium index, significantly up. The market is on the bulls' side.

Средний индекс, значительно вырос. Приток средств в лонги увеличился и находится на высоком уровне.

Medium index, significantly up. The inflow of funds into longs has increased and is at a high level.

Key Points
North American shipments spiked 122,000 units during the second quarter.
North America, particularly Ram and Jeep, will be crucial to Stellantis' broader turnaround plan.
Part of the spike is due to a surge in inventory to offset the planned summer factory shutdown.
Stellantis (NYSE: STLA) and rivals Ford Motor Company and General Motors have traded differently over the past year. Stellantis, which recently unveiled a $70 billion turnaround strategy, saw its stock shed more than 40% of its value over the past year, while Ford posted a 25% gain and GM more than doubled that with a 54% annual gain.
Because of Stellantis' harsh sell-off over the past few years, it may actually have the most upside potential of the three stocks for investors willing to take on some risk over the next five years. Let's take a look at a core component of Stellantis' turnaround, why there are early signs of optimism, and what one catch might be.
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What's Stellantis' plan?
While Stellantis' global $70 billion turnaround will check many boxes across regions, CEO Antonio Filosa made it clear that North America will be a primary driver of success. In fact, of the $42 billion Stellantis has committed for just products and branding over the next half decade, roughly 60% will be invested into North America.
Of the tens of billions pouring into North America, it'll deliver 11 new vehicles by the end of this decade for the Jeep, Ram, Chrysler, and Dodge brands. Stellantis is gearing up to push aggressively with its dealerships and new product while aiming to grow North America volume by 35%, with a heftier 60% gain for its highly profitable Ram brand.
"Our plan for North America is very simple: Get the product right," said Tim Kuniskis, who leads Stellantis' American brands, according to Automotive News. "Right for the market, right for the brand positioning, right for segment expansion, right for growth, and right to recover our customer loyalty."
The flood of new vehicles from Stellantis in North America will help the company move more product faster, with less margin erosion from incentives and deals. The good news for investors is that we might already be seeing signs that the automaker is gaining traction before the massive investment provides additional support.
Q2 shipments tell a story
The table shows one reason North America is expected to drive this turnaround: There's more growth to be had than in its Enlarged Europe region. North America generated 122,000 units in shipment growth, accounting for 81% of the company's 150,000-unit growth during the second quarter, compared to the prior year. North America's 38% year-over-year growth in shipments carried the automaker through the second quarter.
Stellantis' North America shipments jumped largely due to new or refreshed products and offerings, including the Ram 1500 light-duty HEMI V8, the new Ram 1500 TRX SRT, the refreshed Jeep Grand Wagoneer and Grand Cherokee, and the acceleration of the all-new Jeep Cherokee. It could give investors a glimpse of what's to come as the company funnels more investment into its lucrative Jeep and Ram brands in the coming years.
Now, there is a bit of a catch to North America's 122,000-unit growth last quarter. That's due to Stellantis' planned summer shutdown, which is common for Stellantis, Ford, and General Motors as they adjust factories and production lines. Stellantis admitted that the spike in shipments was due to a surge in inventory ahead of the shutdown. The difference is significant: While North America shipments rose 38%, U.S. retail sales grew a much more modest 6%.
What it all means for Stellantis investors
Yes, the 38% growth in North American shipments is certainly inflated by a surge in inventory, but there is also real momentum building. Stellantis' 6% gain in U.S. sales during the second quarter was its fourth consecutive quarterly increase. Stellantis could offer investors willing to take some risk much upside after its drastic sell-off over the past three years, and keeping an eye on the company's shipments and U.S. sales could be a leading indicator of how quickly its turnaround plan could gain traction.
Should you buy stock in Stellantis right now?
Before you buy stock in Stellantis, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stellantis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
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Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool recommends General Motors and Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

122,000 Reasons to Believe This Turnaround Story Stock Will Soar

(RTTNews) - Stellantis N.V. (STLAM.MI), an automaker, on Tuesday agreed to sell its entire stake in its Free2move car-sharing business to Mutares SE & Co. KGaA (MUX.DE).
The financial terms of the transaction were not disclosed.
The deal is expected to close by the end of 2026.
Free2move provides short- and long-term free-floating car-sharing services through a mobile application and operates fleets across 14 cities in Europe and the United States.
The company said the divestment is in line with its FaSTLAne 2030 strategy to focus capital allocation on regions, brands and technologies that generate stronger returns.
Mutares said the acquisition establishes a new platform in the mobility sector.
The company plans to improve fleet management, continue the transition to battery-electric vehicles and enhance the customer experience.
As an independent company under Mutares, Free2move is expected to benefit from enhanced operational flexibility, dedicated investment and increased agility to support future growth.
Stellantis closed trading 0.18% higher at $5.70 on the New York Stock Exchange. In the overnight, the stock traded 1.23% lesser at $5.63.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stellantis To Sell Free2move Car-Sharing Business To Mutares

Key Points
Thanks to declining market share, among other issues, Stellantis' stock has shed immense value over the past three years.
Stellantis' $70 billion turnaround should power optimism and send the stock higher over the next five years.
Early evidence shows the beginning of a turnaround in Stellantis' crucial North America market.
When we think about the major global automakers these days, many investors forget all about Stellantis (NYSE: STLA), while General Motors (NYSE: GM) and Ford Motor Company (NYSE: F) remain hot topics. It's understandable, considering Stellantis' declining relevance in multiple markets, lack of a true branding identity, and numerous management missteps. No doubt, Stellantis has many, many issues to fix in the coming years to regain lost global notoriety. That said, the company could be in oversold territory, and Wall Street forward estimates suggest analysts are in "prove it" mode regarding the company's massive $70 billion turnaround plan. Here's a look at how Stellantis is poised to outperform its rivals over the next five years.
How bad is it?
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
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Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Evidence of turnaround starting
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
Let's take a look at Stellantis' second-quarter consolidated shipments, which reached 1.6 million units globally, a 10% increase from the prior year. That increase was due to Stellantis' results in North America, which posted strong 38% growth in shipments during the second quarter.
Stellantis' growth in North America was largely driven by new or refreshed products, which the company has lacked in recent years. Highly profitable products, such as the Ram 1500 (light-duty) HEMI, the new Ram 1500 TRX SRT, the refreshed Jeep Grand Wagoneer and Grand Cherokee, and a ramp-up of the all-new Jeep Cherokee, were highlighted as driving the turnaround in shipments.
This should just be the beginning of a surging Stellantis in North America, which remains a core engine for profitable growth. In fact, Stellantis' recently unveiled $70 billion global turnaround strategy is committing 60% of its brand and product spending to North America. Out of its 14-brand global portfolio, Jeep and Ram are two of the four brands that will receive massive investment over the next five years. Jeep is even expected to help turn the business around overseas.
Those investments will not only help revive the Jeep and Ram brands but also give the company an identity centered on highly profitable full-size trucks and SUVs. The other side of its strategy is to attack affordability by launching seven all-new vehicles in North America priced under $40,000 and another two under $30,000. While the trucks and SUVs will carry profitability, the more affordable products will help the company utilize more of its production capacity to improve profitability more broadly.
What it all means
Wall Street is currently refusing to give Stellantis a better valuation, and that's understandable, but it gives individual investors an opportunity to get in before Wall Street changes its tune. There's early evidence that refreshed and all-new models are already sparking Stellantis sales in North America, and there are more reinforcements on the way. Stellantis has the potential to soar over the next three to five years if it gets traction with its new models -- and it's not a stretch to imagine Jeep and Ram outperforming expectations. The past three years showed GM and Ford stock trading much more favorably than Stellantis' 70% decline, but don't be shocked if Stellantis flips that graph over the next three to five years.
Should you buy stock in Stellantis right now?
Before you buy stock in Stellantis, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stellantis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
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Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool recommends General Motors and Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why This Forgotten Global Automaker Could Outperform Rivals Over the Next 5 Years

Key Points
Carvana entering the new-car business is about much more than new-car sales.
Carvana's move will open new and lucrative revenue streams for its traditional business.
Stellantis' massive $70 billion global turnaround could make it the perfect partner with a long list of upcoming launches and brand investment.
Carvana (NYSE: CVNA) turned many investors' heads when it began scooping up brick-and-mortar dealerships recently. The strategic move seemed to go against the entire company's vision of online used-car sales (we'll get into that in a second). A smaller detail many overlooked was that Carvana opted to buy Stellantis (NYSE: STLA) dealerships primarily, a strange decision given the automaker's long list of recent struggles and receding market share. That said, this strange pairing might just be a match made in heaven for Carvana, and here's why.
What's going on?
At first glance, Carvana scooping up physical dealerships goes against its historic strategy, but in reality, it's attempting to disrupt the age-old dealership model as we know it. As it attempts this strategic pivot, there's also reason to believe the synergy created could reward investors.
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Carvana's physical dealerships still won't sell you a vehicle in person; instead, they're for test drives, showing car capabilities, and helping consumers buy from a larger selection online. What this strategy also does is give Carvana control of the entire trade-in lifecycle. One of the more challenging aspects for Carvana was bringing in valuable used-vehicle inventory. Controlling dealerships that allow consumers to bring trade-in vehicles when purchasing new ones gives Carvana a bloodline of used-vehicle inventory to boost its historical business.
Another aspect of this strategy is that Carvana's acquired dealerships still plan to use the service bay as usual, potentially unlocking additional service revenue from its consumer base that may want to continue doing business with Carvana. What some investors aren't aware of is that while new and used vehicles drive dealerships' top-line revenue, the most profitable aspects, by a large margin, are service and parts, and finance and insurance. Carvana is unlocking the bread-and-butter of dealerships that its traditional online-only business lacked: high-margin maintenance and repair.
The initial results are incredibly intriguing, with its Arizona store booming in sales and becoming a top-selling dealership. More specifically, according to reports from The Wall Street Journal, Carvana's recently purchased Arizona dealership went from averaging 30 to 50 monthly sales to selling more than 700 new vehicles in May, according to Stellantis figures given to CNBC.
Here's why it's a great match
While Stellantis would surely benefit from increased sales across many dealerships, the match is primarily important to Carvana. That's because, at least initially, Carvana has chosen to make Stellantis dealerships its primary purchase. The question is why. The old saying "Buy low, sell high" is a fitting one for this scenario. Stellantis has experienced executive turnover, including the appointment of a new CEO, and it recently unveiled a massive $70 billion global turnaround plan with a strong focus on North America.
Stellantis has faced seemingly endless questions over the past few years about its product decisions, shrinking product lineups, receding market share, delayed launches, and uncertainty about the future of some of its many brands. That story is likely to change over the next five years as 11 new vehicles are headed to the U.S. market as Stellantis is committing 70% of its future investment into four primary brands. Two of them -- Ram and Jeep -- are focused on turning around Stellantis' North America market.
Furthermore, a growing concern has been rising new-car prices. Some analysts have called this an affordability crisis. This gives Stellantis, and by extension Carvana, the opportunity to quickly boost sales from the growing consumer demand for more affordable vehicles. In fact, at least nine upcoming models are targeting launch prices starting under $40,000, and two are targeting under $30,000. Stellantis' reduced focus on less-profitable, typically pricier electric vehicles (EVs) could also help Carvana's early efforts in the new-car business.
What it all means for Stellantis and Carvana
At the same time, Stellantis' struggles have given Carvana an opportunity to purchase dealerships at lower prices than in the past. It also strategically pivots to a company putting up tens of billions to revive market share, product lineups, and brand identity. You could argue that Stellantis, because of its massive investment and potential turnaround, could be the best dealership partner over the next five years as Carvana fine-tunes its new strategy to disrupt the industry.
It's certainly a strange pairing, considering Carvana's history of used-car and online-only sales, but it might just be a match made in heaven over the next five years, especially if early results continue. As far as these two companies go, this is a much bigger deal for Carvana. Not only is it perhaps timing the brands of physical dealerships perfectly, considering Stellantis' upcoming massive investment in product and branding, Carvana opening the doors to new-car sales will give it entirely new revenue and profit streams, including servicing that is higher margin, that its historical business has lacked. If Carvana executes its strategy and disrupts the new-car dealership model, its earnings and stock price could soar over the next five years.
Should you buy stock in Carvana right now?
Before you buy stock in Carvana, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Carvana wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
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Daniel Miller has no position in any of the stocks mentioned. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A Strange Pairing Between Stellantis and Carvana Is a Match Made in Heaven

Key Points
GM China peaked financially almost 10 years ago, but now the business is a liability.
GM has restructured its Chinese operations multiple times to no avail.
The Detroit automaker's contract with joint venture SAIC-GM expires in 2027, and could be an intriguing moment.
The Detroit auto trio, General Motors (NYSE: GM), Ford Motor Company (NYSE: F), and Stellantis (NYSE: STLA), have much in common and generally have similar strategies across the globe. However, that hasn't stopped GM from separating from the pack, as you can see in the graph below.
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GM's stock has far outperformed its rivals thanks to strong cash flow driven by high-margin sales of internal combustion engine (ICE) full-size trucks and SUVS, huge share buybacks, and effective cost-cutting. Those factors all propelled GM to consistently beat earnings estimates, and Wall Street has rewarded it with a premium valuation compared to most mainstream automakers. GM isn't perfect, however, and it's worth noting its one big nagging problem: China.
What's going on?
In the early 2000s, China seemed like the holy grail for Detroit automakers. The country boasted a blossoming middle class hungry for vehicles and transportation, domestic automakers were in their infancy, and consumers flocked to foreign brands. Foreign automakers were all too ready to accept forced joint ventures, which has now come back to bite them; domestic automakers gained knowledge and rapidly advanced into elite competition to get a piece of the growing pie.
General Motors peaked in China in 2017 with record sales topping 4 million vehicles, and financially, GM and its joint venture peaked a few years before in 2014. Since then, however, it's essentially all been downhill, and it has cost the company a pretty penny. At the end of 2024 GM restructured its joint venture with SAIC Motor Corp in China with a price tag topping $5 billion in noncash charges and write-downs.
During the past decade, GM's operations in China flipped into reverse, from a profit engine to a financial liability, but its 2024 restructuring gave investors hope that things could turn around. Although there was a bit of initial success, including a 23% rise in new-energy vehicles in 2025 compared to the prior year, things haven't quite gone according to plan, requiring a second roughly $1 billion charge in the 2025 fourth quarter.
Worse yet, the most recent numbers out of the region are gloomy: GM's China sales extended their slide during the second quarter, dropping 20% to 357,000 vehicles in the world's largest automotive retail market. That marks the third year-over-year decline in consecutive quarters.
In fairness to GM, it doesn't help that the region itself isn't so hot currently, with China's new car sales shrinking for nine consecutive months as of June. Year to date, China's new car volume has declined 20% to 8.75 million, in part due to the government taxing electric vehicles (EVs) in January, amplified by increased electric vehicle demand amid the Iran conflict.
Now what?
The Detroit automaker's SAIC-GM contract expiring in 2027. GM has unveiled a three-year electrification strategy to attempt to revive lagging sales, hoping that deploying more premium Buick and Cadillac EVs with locally developed software-defined interiors, as well as safety and suspension systems.
GM has also taken a page out of rival Ford's playbook and made a strong push into turning China into an export hub. Ford has relied on its capital-light joint ventures with Changan Automobile and Jiangling Motors to offset its domestic sales slump and send tens of thousands of locally manufactured models across the globe. At the same time, Ford is also closely studying its Chinese partners and competitors, while slashing costs.
What it all means
Investors should watch GM's latest iteration of a turnaround attempt in China, because it's cost the company a pretty penny during the past decade and dinged earnings at times. Years ago, analysts warned Detroit automakers it might be wise to throw in the towel and give up on China entirely. GM's impending contract expiration could give us an idea of how the next stretch of this battle will, or won't, go, and because it's one of the few knocks against a thriving automaker, savvy investors should keep it on their radars.
Should you buy stock in General Motors right now?
Before you buy stock in General Motors, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and General Motors wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $397,351!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,304,257!*
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*Stock Advisor returns as of July 17, 2026.
Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool recommends General Motors and Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Detroit Auto Stock Has Soared, but There's Still One Nagging Problem: China

Key Points
Stellantis' stock has been down sharply in the past three years with a long list of global issues.
The company's $70 billion turnaround strategy will focus investment on key global brands.
Inventory is an example of an additional problem it must solve, and quickly.
Stellantis (NYSE: STLA) stock is down a staggering 70% over the past three years due to a plethora of problems spanning the globe.
The beleaguered automaker has a $70 billion turnaround strategy it is calling "FaSTLAne 2030." Stellantis will focus on launching 60 new vehicles by 2030, aggressively cutting costs, and funneling 70% of its product investment into four primary global brands: Jeep, Ram, Peugeot, and Fiat. This focus on core brands, increased investment in core brands, and a slowdown in electric vehicle (EV) strategies will finally give the automaker an identity it has sorely lacked.
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Stellantis' stock could certainly pop in the near term if this turnaround gains traction, but investors need to keep an eye on a near-term issue that could hinder margins.
Shipments vs. sales
The different levels within the automotive industry can be a little tricky with wording, so let's sort that out. Shipments are not the same as sales. Rather, shipments count the vehicles delivered to dealers and distribution companies, while sales track the number of vehicles actually purchased by end consumers.
Stellantis' second-quarter 2026 results give us a prime example of why the distinction between shipments and sales matters. Stellantis' global shipments increased by 10% year over year during the second quarter to 1.6 million. That increase was driven in large part by a 38% surge right here in North America.
In contrast, Stellantis' North American sales rose only 5.7% during the second quarter, well below the 38% surge in shipments to dealers. This suggests a buildup of inventory on dealership lots.
In fact, according to recent data from Cox Automotive, core Stellantis brands Dodge, Jeep, and Ram all have over 140 days' supply of product in North America. That's a concerning inventory glut, given that the historical "healthy" level is around 60 days and the industry average is around 76 days.
Things to consider when it comes to Stellantis
Automakers typically have planned summer downtime to adjust manufacturing lines, among other things, and Stellantis defends its inventory as "stocking up" product ahead of those shutdowns. Despite that reasoning, the inventory glut is potentially problematic for one reason: The oversupply is expected to result in much higher consumer incentives and discounts to help push products off dealer lots and make room for newer models. Newer models are also important because fresh product simply sells faster and requires fewer margin-eroding incentives to do so -- which is why automakers and dealerships need to find an inventory equilibrium to optimize margins and sell rates.
What it all means
Stellantis offers investors an intriguing opportunity through 2030, when its stock could easily beat broader market returns, simply because it's been sold off so deeply over the past three years. If Stellantis' turnaround drives new, compelling, and more profitable vehicle options, the last thing the company wants is to have 140 days' supply of older models to clear the way.
Stellantis shares are poised to pop with its turnaround strategy, but investors should hope the inventory glut drops before the turnaround gains traction.
Should you buy stock in Stellantis right now?
Before you buy stock in Stellantis, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stellantis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $396,542!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,299,961!*
Now, it’s worth noting Stock Advisor’s total average return is 931% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Daniel Miller has no position in any of the stocks mentioned. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stellantis Stock Could Pop on Turnaround, but This Is Still a Red Flag

Ford F is heading into the back half of 2026 with one less risk on the table. It has announced a tentative three-year agreement with Unifor covering more than 5,000 Canadian workers, with talks centered on better pay, benefits and job protections. The deal still needs member ratification, but landing it well ahead of the Sept. 20 contract expiration matters. That takes strike risk off the table at a time when the auto industry is already grappling with the electric vehicle (EV) transition and shifting demand.
Ford is up 9% year to date, outpacing the industry’s loss over the same period. The stock has also outperformed its closest peers, General Motors GM and Stellantis STLA, which witnessed their shares decline over the same timeframe.
YTD Price Performance Comparison
The stock is trading at 8.05X forward earnings (at a huge discount relative to the industry), with a Value Score of A. Yes, there are a few challenges in Ford’s path, including losses in its EV business, ongoing recalls and tariff costs, but there are various factors working in favor of the stock.
The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 50% and 12%, respectively. The consensus mark for 2026 and 2027 EPS has moved up over the past 60 days.
Image Source: Zacks Investment Research
Here are four key reasons why we are bullish on Ford stock.
Ford Pro Is the Key Growth Engine
Ford's commercial vehicle and services unit, Ford Pro, is turning into the company's most important segment. Even with wholesale volumes down 10% in the last reported quarter due to supply issues, the unit still grew EBIT by $376 million year over year and held an 11.4% margin — a sign the business is getting structurally stronger, not weaker. Software subscriptions jumped 30% year over year to 879,000 in the first quarter, and the ServiceTitan partnership is deepening Ford's digital lock-in with commercial customers. Management expects $6.5-$7.5 billion in EBIT from Ford Pro this year.
Ford Energy Adds a New Growth Leg
Ford is building an energy storage business beyond vehicles. The company plans to invest $1.5 billion in 2026 toward 20 GWh of battery storage capacity by 2027, split across its Kentucky and Michigan facilities. This isn't just an EV side-project — it's a real attempt to diversify revenues using Ford's existing manufacturing scale. The unit landed its first major customer in May, a five-year battery storage supply deal with EDF Power Solutions North America.
Ford’s Novelis Supply Problem Is Resolving
A major drag on Ford's results has been the aluminum shortage caused by fires at supplier Novelis's Oswego, NY, plant, which supplies material for F-Series trucks. That disruption cost Ford roughly 100,000 trucks in 2025 and around $2 billion in losses. The good news is that Novelis restarted operations at Oswego last month, and Ford is targeting recovery of about half the lost truck volume as production ramps in the second half of 2026. Both Ford Pro and Ford Blue should benefit as truck output normalizes.
Ford’s Balance Sheet Strength
Ford closed the first quarter of 2026 with $22 billion in cash and $43.1 billion in total liquidity— a strong cushion while it funds EV development, energy storage and software simultaneously. That gives management room to execute even if the macro backdrop worsens. On top of that, Ford's dividend yield sits above 4%, more than triple the S&P 500 average, boding well for income investors.
Last Word
Ford's story is shifting from a legacy automaker weighed down by EV losses to a diversified industrial platform with real margin drivers. Labor stability, a recovering supply chain, and two emerging high-margin businesses in Ford Pro and Ford Energy give the stock multiple paths to upside that the market hasn't fully priced in. Trading at a steep discount to the industry while paying a 4%+ dividend, Ford offers a rare combination of value, growth and income. We recommend buying Ford stock at current levels.
The stock sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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Stellantis N.V. (STLA) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ford Locks in Labor Deal With Unifor: Is F Stock a Buy Now?

Key Points
While a key rival's shares have surged 47% over the past year, automaker Stellantis has fallen nearly 47% lower.
Yet while weak results and dividend cuts justify this sell-off, shares could recover in a big way if the automaker's latest turnaround efforts prove effective.
Based on 2027 earnings forecasts, Stellantis, trading for just over $5 per share, could climb back to double-digit price levels.
Stellantis (NYSE: STLA) is stuck in the stock market junkyard, especially when compared to key peer General Motors (NYSE: GM). While a series of negatives have pushed shares in the company behind car brands such as Chrysler, Dodge, Jeep, Ram, Peugeot, and Fiat down by 47% over the past year, shares in legacy competitor General Motors have surged by 47% over this same time frame.
Going contrarian doesn't always pay off, but in this situation, bottom-fishing with this hard-hit automotive stock could prove profitable -- at least, due to the low bar Stellantis needs to overcome to reach comeback territory.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As its Detroit rival stays resilient, Stellantis struggles
Macroeconomic challenges such as inflation, interest rates, and tariffs affected automakers' profitability in 2025. Yet while General Motors experienced a 1.3% drop in sales and an over 48% drop in earnings per share (EPS) last year, these declines paled in comparison to what Stellantis reported for 2025.
For the full year 2025, Stellantis' revenue decreased by 2.1%. Even worse, Stellantis reported a massive swing in profitability. In 2024, Stellantis reported earnings of 5.5 billion euros ($6.3 billion), or 1.84 euros per share ($2.13 per share). In 2025, the company reported a loss of 22.4 billion euros ($25.6 billion), or a loss of 7.75 euros per share (-$8.86 per share).
In terms of dividends, the contrast between Stellantis and GM is on full display as well. Earlier this year, GM raised its quarterly cash dividend by 20%, from $0.15 to $0.18 per share. Meanwhile, in light of its poor 2025 fiscal performance, Stellantis suspended its dividend.
A silver lining for patient investors
Existing investors may regret holding onto Stellantis shares over the past year, but for those who have yet to buy, it may be a great long-term turnaround opportunity. So far this year, Stellantis' fiscal performance has started to improve. During Q1 2026, sales increased by 6.4%, and the company reported positive earnings of 0.14 euros per share ($0.16 per share), handily beating analyst expectations.
Moreover, with Antonio Filosa taking the helm last year, management is implementing a turnaround plan. Between cost-cutting, platform consolidation, and efforts to prioritize investment in its most popular brands, the company appears positioned to kick off an earnings recovery in 2026. Sell-side analysts already anticipate that Stellantis will report earnings of $0.85 and $1.76, respectively, during 2027 and 2028.
With the stock trading for just $5.30 per share today, achieving such earnings targets could drive a big recovery in the years ahead. As profitable automotive stocks like GM trade for 6 times forward earnings, one can argue that an earnings rebound over the next two years could propel Stellantis back to double-digit price levels. Even if it takes some time, it could prove worthwhile.
Given the high upside potential, Stellantis may offer greater upside than General Motors and Ford Motor Company, making it a stronger risk/reward opportunity among industrial stocks.
Should you buy stock in Stellantis right now?
Before you buy stock in Stellantis, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stellantis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $395,679!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,294,805!*
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Thomas Niel has no position in any of the stocks mentioned. The Motley Fool recommends General Motors and Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stellantis Trails Its Rival on Key Metrics but Offers Compelling Upside for Patient Investors

The NASDAQ 100 Pre-Market Indicator is down -101.43 to 29,625.67. The total Pre-Market volume is currently 80,243,331 shares traded.
The following are the most active stocks for the pre-market session:
Circle Internet Group, Inc. (CRCL) is +7.87 at $70.88, with 4,760,470 shares traded. CRCL's current last sale is 49.57% of the target price of $143.
ProShares UltraPro Short QQQ (SQQQ) is +0.36 at $38.46, with 3,650,224 shares traded. This represents a 7.43% increase from its 52 Week Low.
ProShares UltraPro QQQ (TQQQ) is -0.66 at $75.68, with 3,341,256 shares traded. This represents a 102.79% increase from its 52 Week Low.
Leverage Shares 2X Long CRCL Daily ETF (CRCG) is +2.1297 at $10.72, with 2,965,772 shares traded. This represents a 30.73% increase from its 52 Week Low.
GraniteShares 2x Long COIN Daily ETF (CONL) is +0.4688 at $5.39, with 2,747,728 shares traded. This represents a 38.82% increase from its 52 Week Low.
iShares Bitcoin Trust ETF (IBIT) is +0.7102 at $36.52, with 2,743,050 shares traded. This represents a 11.21% increase from its 52 Week Low.
Intel Corporation (INTC) is -2.38 at $110.16, with 2,601,378 shares traded. INTC's current last sale is 110.16% of the target price of $100.
Nokia Corporation (NOK) is -0.25 at $12.65, with 2,069,975 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
BitMine Immersion Technologies, Inc. (BMNR) is +0.55 at $15.24, with 893,406 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
DigitalBridge Group, Inc. (DBRG) is unchanged at $15.75, with 771,708 shares traded. DBRG's current last sale is 98.44% of the target price of $16.
Stellantis N.V. (STLA) is +0.13 at $5.46, with 605,328 shares traded. STLA's current last sale is 70% of the target price of $7.8.
Alibaba Group Holding Limited (BABA) is +2.25 at $113.39, with 554,422 shares traded. As reported by Zacks, the current mean recommendation for BABA is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Most Active for Jul 10, 2026 : CRCL, SQQQ, TQQQ, CRCG, CONL, IBIT, INTC, NOK, BMNR, DBRG, STLA, BABA

Key Points
Jeep will be one of Stellantis' four core brands globally, and could help drive a turnaround in Europe.
The Jeep product list will number six vehicles, up from two, by the end of this decade.
Some of the new vehicles will be on its STLA One platform designed to cut production costs by 20%.
Most of us enjoy a good comeback story, and that's exactly what Stellantis (NYSE: STLA) hopes to achieve by the end of this decade. The struggling carmaker is putting its money where its mouth is with a $70 billion turnaround strategy that focuses not just on North America, but Europe as well, through a multipronged approach to affordable pricing as the price of new vehicles continues to rise.
Stellantis is committed to driving 70% of its investment through four core brands: Jeep, Ram, Peugeot, and Fiat. If the automaker executes its strategy well, investors should be well rewarded with market-beating returns through the rest of this decade. Lost in the shuffle, though, is a key resurgence in Europe. Let's dive in.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What's the plan?
It appears that Jeep will be instrumental in reversing Stellantis' fortunes in Europe. Investors know SUVs are big business in the U.S. market, but many don't realize that small SUVs and crossovers are Europe's second-largest segment, and compact SUVs and crossovers remain the largest segment.
The turnaround could be considered low-hanging fruit for the automaker, as about five years ago, strict European emissions standards reduced its product lineup to only two SUVs. Jeep stopped importing its Grand Cherokee and Gladiator pickup back in 2024; imports of the Wrangler ended last year because those gasoline-powered vehicles would have bumped its corporate average CO2 emissions too high in the near term.
The game plan is roughly this: Stellantis will import the Jeep Recon electric midsize SUV in 2027, after it launches in North America this year. That will be followed by another Jeep import developed with Chinese partner, Dongfeng, in 2028. Two more small Jeep SUVs will then be produced in Europe on the STLA One platform between 2028 and 2030, which aims to cut production costs by 20% compared to current platforms.
What it all means
While North America is likely to remain Stellantis' growth engine, especially when it comes to profitability driven by full-size trucks and larger SUVs, Jeep looks to be a crucial part of the game plan with smaller SUVs and crossovers in Europe. It's a solid first step to turning around its overseas business, and it gives Jeep a chance to thrive as one of Stellantis' core brands, especially while receiving more investment, as the brand deserves.
It's an intriguing time for the automaker that has watched its stock price decline nearly 70% over the past three years alone. As Stellantis works through its turnaround, while building a core identity through more investments in fewer brands, it gives investors willing to take some risk the opportunity to scoop up shares before a potential rebound through the end of the decade.
Should you buy stock in Stellantis right now?
Before you buy stock in Stellantis, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Stellantis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $410,833!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,208,693!*
Now, it’s worth noting Stock Advisor’s total average return is 917% — a market-crushing outperformance compared to 209% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 8, 2026.
Daniel Miller has no position in any of the stocks mentioned. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	2.73 19.50
Price/Sales	0.09 0.68
P/B	0.55 1.79
P/FCF	11.97 14.32

Indicator	TTM Median
ROE	6.55 14.96
ROA	1.34 4.87
ROI	4.39 8.60
Net Worth	16.71 0.87
Quick Ratio	0.77 0.86
Current Ratio	1.04 1.40

Indicator	TTM Median
Net Profit Margin	3.24 5.77
Operating Margin	4.77 8.17
Gross Margin	13.59 39.42
Return on tangible equity	0.00 21.16

Indicator	TTM Median
EPS	0.25 0.49
EPS Forecast	0.51 0.46
Revenue	44.63B 192.50M
Gross Profit	4.85B —
EBITDA	804.00M —

Stellantis N.V.

Recent quarterly and TTM performance

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