Barclays analyst Henning Cosman downgrades $Stellantis NV (STLA.US)$ to a hold rating, and adjusts the target price from $25.39 to $13.79.
According to TipRanks data, the analyst has a success rate of 37.6% and a total average return of -4.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Stellantis NV (STLA.US)$'s main analysts recently are as follows:
The firm has expressed that Stellantis' recent profit warning is among the more substantial ones observed. The lack of detailed insight into operational strategies that could rejuvenate Stellantis' sales and profitability for the year 2025 and onwards has been noted. Consequently, it remains challenging to anticipate a considerable revival in earnings for 2025.
The firm acknowledges that its initial assessment of Stellantis may have been overly optimistic, having underestimated the challenges related to U.S. inventory issues and declining market shares in both Europe and the U.S. Consequently, the firm has adjusted its EBIT estimates significantly downwards through 2026.
The firm's recent analysis has acknowledged the market anticipation of Stellantis's guidance reduction, although the magnitude of this revision was unexpected. An examination of the earnings per share forecast, capped at a 30% payout, suggests a yield of approximately 5%. It's indicated that there may be flexibility for Stellantis to increase the payout ratio, which could present a potential upside for 2025, though this possibility is not currently included in the firm's projections.
Note:
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