Stellantis falls further in the stock market: what’s going on?

Stellantis continues to fall in the stock market: its value has nearly halved in a year (-46.5%), marking just the latest drop to 4.35 euros. In March 2026, the stock was worth over 26 euros—what’s happening?

Stellantis keeps dropping: it’s not the electric vehicles…

The current situation is difficult for the entire European automotive industry, which is under pressure from Chinese competition. But none of the major players are facing as much scrutiny from the stock market as Stellantis. The former CEO, Carlos Tavares, was dismissed partly because he was blamed for placing too much focus on electric vehicles. His successor, Antonio Filosa, made a sharp shift toward hybrid vehicles, but analysts remain highly skeptical. Clearly, the problem wasn’t with battery-powered cars. Recently, Berenberg issued a negative assessment in its report on the European automotive sector, downgrading its recommendation for Stellantis’ stock from “buy” to “hold.” It also drastically reduced the target price from 7.8 euros to 5.1 euros. Meanwhile, it maintained a “buy” rating on Volkswagen and upgraded BMW to “buy” from “hold.” It reiterated a “hold” recommendation for Renault, Porsche, and Mercedes.

The situation is less critical compared to 2024, but…

Berenberg’s opinion can be dismissed as just one among many, but Italy should seriously question this situation. There has been a lot of discussion, and rightly so, about the Volkswagen crisis, with at least 100,000 jobs cut and four plants closed in Germany. The problem: overcapacity. But while VW factories operate at 70% of capacity, Stellantis’ Italian plants are running at only 60%. Berenberg acknowledges that the situation is less critical than in 2024, as over 75-80% of the inventory consists of new models and higher-priced vehicles. We would add that Stellantis has slowed down its electric vehicle efforts precisely at a time when EVs are gaining significant market share in key markets. In France, it’s 38% (with diesel at 2%), and in Germany it’s 27%, with the group’s models not among the leaders. With all this—

The employees it has in Italy — we all hope for Stellantis’ recovery. But no convenient excuses.

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