Analysts Slash Stellantis 2026 EPS Forecasts 50%; Revenue Cut to $159.85B
Analysts cut Stellantis full-year 2026 EPS forecasts by 50% from $1.36 to $0.68 per share while trimming revenue outlook to $159.85 billion. Q1 2026 consensus projects $36.69 billion in sales and $0.21 EPS, following a Q4 revenue beat of 5.7% but a $6.24 loss per share.
1. Q1 2026 Earnings Preview
Stellantis is set to report Q1 2026 revenue of $36.69 billion and earnings of $0.21 per share. Investors will watch margin trends and regional mix as global chip and logistics costs remain volatile.
2. Analyst Estimate Revisions
Over the past 90 days, analysts trimmed full-year 2026 revenue forecasts slightly from $160.47 billion to $159.85 billion, while cutting EPS estimates by 50% from $1.36 to $0.68. For 2027, revenue targets fell to $165.38 billion and EPS to $1.46 per share.
3. Past Performance and Valuation
In Q4 2025, Stellantis delivered $42.04 billion in revenue, beating estimates by 5.7%, but posted a $6.24 loss per share versus a $2.01 loss expected. The average one-year price target of $7.90 implies an 18% upside, with a GF Value of $14.31 suggesting over 110% potential.