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Stellantis Plan Includes Ambitious Market Share Targets — Market Talk
Stellantis Plan Includes Ambitious Market Share Targets — Market Talk
About this update from Stellantis N.v.
Stellantis presented a well-backed plan at its investor event, but with ambitious market share goals, UBS analyst Patrick Hummel writes in a note. The most relevant news to UBS is guidance for 2028 revenue of 175 billion euros and a 5% margin, implying adjusted operating income 17% above consensus. The Milan-listed automaker reconfirmed its 2026 and 2027 guidance, a reassuring move amid growing commodity inflation headwinds, UBS adds. The 60 billion euro five-year investment budget is weighted towards North America, where Stellantis expects to increase market share to 9.5% in 2030 from 7.3% in 2025. "While we agree with the industrial logic, the plan depends on share gains in highly competitive segments." Shares rise 2.5%. ([email protected])