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Stellantis shows signs of recovery with improved product mix and strong market momentum, targeting EBIT recovery by 2026.

Market News
07 Apr 2026
Seeking Alpha
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Bullish
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Stellantis is experiencing a gradual recovery driven by an improved product mix, strong momentum in key markets like the US and Italy, and a robust pipeline for the second half of the year. The company benefits from greater flexibility on EU CO₂ targets and a new agreement with Leapmotor, which reduce compliance risks. Previous restructuring efforts have positioned Stellantis for an expected EBIT recovery by 2026. Currently trading at low multiples, the company presents significant upside potential, with upcoming earnings recovery and a capital markets day as possible catalysts.

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