Why is STLA up after reporting such a large annual loss?

The market often looks forward. Investors focused on stronger second-half results, a North America mix shift toward higher-margin trucks and hybrids, and guidance for mid-single-digit revenue growth in 2026. Those signs suggested FY2025 was a reset year. With shares deeply discounted versus sales and book value, even modest execution improvement can lift sentiment.

Will there be Stellantis profit sharing for 2025?

No. Management said U.S. autoworkers will not receive 2025 checks, pausing stellantis profit sharing as the company absorbs EV writedowns and protects cash. The move reflects margin strain after a €22.3 billion loss. Future payouts depend on a sustained rebound in profits and cash flow, especially in North America.

What are the biggest risks for STLA in 2026?

Execution risk tops the list: holding pricing and incentives while shifting mix to profitable trucks and ICE-hybrids. Further EV writedowns or slower demand could weigh on margins. Labor costs remain firm, and the 2026 dividend is suspended. Watch North America margins, cash generation, and any updates at the July 30 earnings report.

How do analysts view the stock today?

Current tallies show 4 Buy, 9 Hold, and 1 Sell ratings, implying a Hold-leaning consensus. Our read: valuation is low on sales and book, but weak profits and a suspended dividend keep many on the sidelines. Clearer margin gains and steadier cash flow could improve sentiment over the next few quarters.

Global Market Insights

STLA Stock Today: February 26 — Up Despite $26B Loss; No UAW Bonus

ByDanny Kontos February 27, 2026February 27, 2026

Stellantis profit sharing is in focus after management said U.S. workers will not receive 2025 checks, even as STLA rose today. Shares gained 4.41% to $8.05 after a €22.3 billion FY2025 loss driven by €25.4 billion in EV writedowns. Investors looked past the headline, cheering stronger second-half results, a North America pivot to trucks and hybrids, and 2026 guidance for mid-single-digit revenue growth. Management also suspended the 2026 dividend, underscoring margin strain and execution risk that we think U.S. investors should weigh carefully.