:max_bytes(150000):strip_icc()/GettyImages-22076970501-76b29ade30fe478c821abf2a43028654.jpg?w=1920&resize=1920,1267&ssl=1 "UBS Downgrades Stellantis Stock, Slashes Price Target on Tariff Headwinds")
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key takeaways
- UBS downed stocked stocked in “Natural” and dropped its price target in about half.
- The Netherlands-based automakers have faced more headwinds than the US tariff compared to the Detroit-based “Big Three” rivals Ford and General Motors, UBS analysts have written in a research note.
- Analysts stated that trade policies threatens Stellentis’s plan to withdraw the US market share.
The UBS downgrated the stock of stacker and dropped its value target for Jeep and Chrisler’s parents on Monday.
UBS analysts wrote that the Netherlands-based automaker Detroit-based “Big Three” will face Greater Headwind from US tariff compared to the Detroit-based “Big Three” Automkers Ford (F) and General Motors (GM). The UBS “neutral” from “purchase” and reduced its target price to 8.80 euros ($ 9.98) 16.00 euro ($ 18.15) to 8.80 euros ($ 9.98).
About 35% of the stalentis vehicles sold in the UBS are imported, the UBS said, and therefore 25% is subject to import taxes. It is estimated that the sales of the annual car in the US will fall by about 9% due to tariffs.
Analysts said, “Following the loss of serious market share in many quarters, the aggressive plan of stalentis to a potentially to achieve the market share in the US market … now there is less probability of success,” analysts said, “without the perspective of a successful American change, a major element for our purchase thesis is no longer present.”
Stelantis shares slipped on Monday morning but reversed the course and recently traded 3%. Nevertheless, he has lost about 30% of his value in 2025 and 65% in the last 12 months.
