Stellantis N.V. (NYSE:STLA) has decided to take additional time to finalize its upcoming industrial strategy. The automaker, led by Antonio Filosa, has postponed the release of its new plan to the first half of 2026, shifting the original deadline from the first quarter to June 30.
The three-month delay aims to ensure the strategic plan delivers “a real turning point for the company,” helping the group navigate and emerge from the challenging industrial and financial phase it has faced in recent months.
The decision was revealed during the transcript of a call held on Friday, October 10, during which Ed Ditmire, Stellantis’ Head of Investor Relations, discussed preliminary third-quarter delivery estimates. Ditmire explained to analysts that the company is undergoing a comprehensive strategic review to reassess its “priorities, programs, and objectives.” He noted that the postponement will provide time “to allow the new management team to fully contribute to the definition of the industrial plan.”
Ditmire also pointed to other factors influencing the decision, including “the evolving trade tariff framework in the United States” and “the ongoing intense dialogue with European policymakers” as they work on new environmental and industrial standards that will shape the future of Europe’s automotive sector.
Stellantis is set to publish its third-quarter revenue and shipment figures on October 30. Meanwhile, Deutsche Bank has raised its price target for Stellantis shares from €7.50 to €8.00, compared to €8.858 at the start of the day (+3%). The bank’s analysts have “slightly increased” their 2025 forecasts and anticipate double-digit revenue growth for the third quarter, supported by a “soft” comparison base from the same period in 2024.
Citi maintained a neutral rating and a target price of €8.50 following the company’s guidance, which came in 11% above analysts’ delivery expectations and 4% above consensus, noting strong performance in North America.
According to Intesa Sanpaolo analysts, “The group’s volumes in the third quarter were overall in line with expectations and were largely supported by an easy basis of comparison, but the 10% above-consensus figure in North America appears rather supportive and bodes well for a reconquest of market share for the group.” The firm reiterated a neutral view on the stock and set a €9.10 price target.
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