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Research Alert: CFRA Maintains Sell Opinion On Ads Of Stellantis N.v.

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We reduce our 12-month target price to USD5.80 from USD6.50, which implies a 2027 P/E of 3.5x. The reduction reflects a more cautious earnings outlook following Q1 2026 results, which, while marking a return to profitability, fell short of the pace of recovery we had previously modeled, particularly in the Enlarged Europe segment where persistent pricing headwinds are offsetting volume gains from the Smart Car roll-out. Consequently, we lower our 2026 EPS estimate to EUR0.90 from EUR1.37 and our 2027 estimate to EUR1.43 from EUR2.03. These downward revisions incorporate a larger-than-expected residual drag from prior-year cash charges, tariff impact that will continue to compress North American margins, and a European competitive environment. The sharp cut to our 2027 forecast also acknowledges that the path to a positive free cash flow inflection will demand flawless execution of an ambitious product cadence and cost discipline that the company has yet to demonstrate consistently.

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