Stellantis stock faces recall headwind as valuation stays low

Published on 09/10/2026 at 13:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Stellantis stock is trading near multi-year lows as of September 10, 2026, while a recall of about 202,000 Jeep vehicles in the US adds to operational challenges. Analysts now see 2026 EPS at 0.63 dollars with a consensus target price of 6.33 dollars for Stellantis stock.

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Stellantis stock (ISIN NL00150001Q9) is trading near depressed levels around EUR 4.60 as of September 10, 2026, even as analysts now peg 2026 earnings per share at 0.63 dollars with a consensus target price of 6.33 dollars.

Recall of Jeep vehicles adds to pressure

On September 9, 2026, Stellantis announced a recall of approximately 202,000 Jeep vehicles in the United States due to a software defect affecting tire-pressure monitoring systems, covering models such as Wagoneer, Grand Cherokee and Cherokee.GuruFocus reports that the company plans to fix the issue via a free software update at dealerships and that no accidents or injuries have been linked to the defect as of September 9, 2026.GuruFocus

While the recall is operationally manageable, it lands at a time when Stellantis is already contending with profitability challenges and a skeptical market view on future growth.GuruFocus notes that earnings-based valuation metrics are currently difficult to apply because of ongoing losses, so investors are leaning more on revenue-based ratios to gauge the stock.

Analyst expectations and valuation metrics

According to a September 9, 2026 consensus overview compiled by cnyes, FactSet data from 17 analysts now puts the 2026 EPS median estimate for Stellantis at 0.63 dollars, down from a previous 0.64 dollars.

The same consensus places the current average target price for Stellantis stock at 6.33 dollars, implying meaningful upside compared with a recent reference price of about 5.31 dollars for the New York listing and also compared with roughly EUR 4.60 for the European quote.cnyes GuruFocus In that context, GuruFocus calculates a GF Value of 13.71 dollars for Stellantis and argues that, relative to a current price of 5.31 dollars, the stock appears roughly 61.3 percent undervalued based on its long-run valuation band.

On a price-to-sales basis, Stellantis trades at a ratio of just 0.08 compared with a historical median around 0.23, underscoring how cautious the market has become about its prospects for revenue growth and margin improvement.GuruFocus For investors, that spread between current valuation and historical norms is central: it reflects both the scope for a potential rerating if execution improves and the risk that operational issues, including recalls and plant reviews, could keep sentiment subdued.

Share performance in Europe and recent risks

The European quotation of Stellantis has mirrored these concerns. In Frankfurt Xetra trading on September 10, 2026 at around 09:28 a.m. local time, the stock was up about 0.8 percent intraday at EUR 4.60 after opening at EUR 4.58, with a session high so far also at EUR 4.60.finanzen.ch Over the last 52 weeks, the European line reached a high of EUR 10.50 on December 5, 2025, while the low was EUR 4.38 on August 25, 2026, so the current EUR 4.60 level leaves the shares close to the recent bottom and well below their peak.finanzen.ch

A separate overview from Boerse-Express on September 10, 2026 highlights that Stellantis shares closed at EUR 4.53 on the prior trading day and are down roughly 52 percent since the start of 2026, also trading about 32 percent below their 200-day moving average.

According to Boerse-Express, the analysis house Schneider recently reiterated a Sell recommendation for Stellantis, citing weak operational performance and risks to the group’s credit quality.

At the same time, Schneider points out that Stellantis has previously maintained its full-year 2026 guidance, including expected net customs costs in a band of EUR 1.0 billion to EUR 1.2 billion, which investors will watch closely as trade and tariff dynamics develop.Boerse-Express

Operational challenges and plant review

Beyond the recall, Stellantis is also reviewing the future of its Brampton plant in Ontario, Canada, with the Unifor union indicating that options under consideration include a possible closure or sale, a process that is influenced by US tariff pressures on imported vehicles.Capital.com For equity holders, this combination of restructuring discussions, recall-related work and macro headwinds in the auto sector helps explain why valuation metrics remain depressed despite consensus expectations for positive EPS in the coming years.

Stellantis stock price snapshot

On the primary listing in Milan, Stellantis shares most recently changed hands around EUR 4.60 as of September 10, 2026 during morning trading, a level that sits just above the 52-week low of EUR 4.38 and far below the 52-week high of EUR 10.50 recorded in December 2025.finanzen.ch The recent New York price of 5.31 dollars cited by GuruFocus points to a similar picture from the perspective of US investors, with both markets reflecting concerns about recalls, plant reviews and broader auto-sector pressures.