---
title: "Stellantis Flags Big Profit Miss, 2026 Outlook Looks Weak"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275151064.md"
description: "Stellantis NV preannounced a significantly low adjusted operating income (AOI) for 2025, indicating downside risk for 2026 estimates. Analyst Christian Frenes from Goldman Sachs maintained a Neutral rating with a $10 price target. The AOI margin is expected to be between -1.9% and -1.5%, far below the anticipated 2.8%. Stellantis also announced €22.2 billion in charges for 2025, with €2 billion expected in 2026. Shares fell 25.94% to $7.06 following the news."
datetime: "2026-02-06T16:06:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275151064.md)
  - [en](https://longbridge.com/en/news/275151064.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275151064.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/275151064.md) | [繁體中文](https://longbridge.com/zh-HK/news/275151064.md)


# Stellantis Flags Big Profit Miss, 2026 Outlook Looks Weak

**Stellantis NV (NYSE:STLA)** preannounced group adjusted operating income (AOI) for the back half of 2025 significantly below expectations and its 2026 guidance suggests downside risk to consensus estimates, according to Goldman Sachs.

**The Stellantis Analyst:** Christian Frenes reiterated a Neutral rating and a $10 price target.

**The Stellantis Thesis**: Given that net revenues came broadly in line with consensus, the preliminary AOI range implies an AOI margin of -1.9% to -1.5%, well below expectations of around 2.8%, Frenes said in the note.

**Check out other analyst stock ratings**.

Stellantis also announced around €22.2 billion ($26.24 billion) of charges in the back half of 2025, of which €6.5 billion are cash payments to be paid over four years with around €2 billion ($2.4 billion) in 2026, he added.

The company guided to 2026 net revenues to grow by mid-single digit, while AOI margin is expected to be low-single digit, the analyst stated.

"If we were to theoretically assume c.1-3% AOI margin as a sensitivity, it would imply 2026 AOI of c.€3.2bn at midpoint (range of €1.6bn-€4.8bn) which would be significantly below current consensus of €6.2bn," he further wrote.

**STLA Price Action:** Shares of Stellantis had declined by 25.94% to $7.06 at the time of publication on Friday.

_Image: Shutterstock_

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