Stellantis announced a landmark expansion of its partnership with Mistral AI to embed artificial intelligence throughout its global operations, aiming to drive efficiency, agility, and enhanced customer value at scale via newly formed Innovation Lab and Transformation Academy teams.
This initiative signals a shift for Stellantis from using AI in limited pilots to fully integrating generative AI as a core business capability, reflecting a material commitment to technological transformation in the mobility sector.
We’ll examine how Stellantis’ accelerated AI integration could influence its investment thesis and future business performance outlook.
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To be a Stellantis shareholder, I believe in the company’s ability to leverage advanced technology partnerships and operational initiatives to regain momentum in its core markets, especially as electrification and AI adoption accelerate industry transformation. The announced expansion with Mistral AI may reinforce operational efficiency and customer engagement, but it does not materially shift the immediate catalyst: restoring sustainable profitability after recent financial losses. The biggest risk remains exposure to US and European trade policy uncertainty, which continues to impact net margins.
Among recent developments, the appointment of Joao Laranjo as Chief Financial Officer stands out. His deep sector experience and prior success with regional financial transformation are particularly relevant at a time when Stellantis faces volatile market conditions, evolving regulation, and the need to manage restructuring charges. For investors monitoring Stellantis’ path back to consistent earnings, the strength and direction of financial leadership will be critical.
In stark contrast, the unpredictable future direction of trade tariffs remains a key risk investors should keep in mind if…
Read the full narrative on Stellantis (it’s free!)
Stellantis’ narrative projects €175.3 billion in revenue and €7.6 billion in earnings by 2028. This requires 6.3% annual revenue growth and an increase in earnings of €10.0 billion from current earnings of €-2.4 billion.
Uncover how Stellantis’ forecasts yield a €9.38 fair value, a 6% upside to its current price.
Thirty different fair value views from the Simply Wall St Community set Stellantis’ price anywhere between €6 and €28.23 per share. As you explore these diverse perspectives, keep in mind that persistent tariff risks could exert ongoing pressure on margins and earnings outlooks.