MIL:STLA

### Stellantis (STLA) Stock in Focus After HSBC Downgrade

Stellantis (NYSE: STLA) remained in focus after HSBC downgraded the automaker to **Reduce** from **Hold** on Friday, reflecting a more cautious outlook for the company.

The rating change came after Stellantis shares finished unchanged on Thursday's regular session before edging 0.7% higher in after-hours trading.

The downgrade follows a challenging period for Stellantis, with the stock down more than 24% over the past month amid concerns over slowing vehicle demand, pricing pressure, and the company's turnaround efforts in key markets. Investors have also been monitoring the pace of its restructuring initiatives and management's strategy to improve profitability.

The downgrade suggests the firm sees limited near-term upside as the company navigates a difficult operating environment for the global automotive industry.

Despite Thursday's modest after-hours rebound, investor sentiment remains cautious as Stellantis works to stabilize sales and margins amid ongoing macroeconomic uncertainty and increasing competition in the global automotive market.
Stellantis N.V. announced it will release its first-quarter 2026 financial results on April 30, 2026. The company will host a live audio webcast and conference call on the same day at 2:00 p.m. CEST, with presentation materials and the press release to be made available earlier on its Investor Relations website.
Stellantis has announced a five-year strategic collaboration with Microsoft to accelerate its AI-led digital transformation across operations, customer services, and vehicle technologies.

The partnership will focus on co-developing more than 100 AI initiatives spanning product development, customer care, and manufacturing, while also strengthening cybersecurity through an AI-driven global cyber defense center. The companies aim to enhance vehicle experiences with features such as predictive maintenance, intelligent driving recommendations, and seamless digital services.

As part of the agreement, Stellantis will modernize its infrastructure using Microsoft Azure, targeting a 60% reduction in datacenter footprint by 2029. The collaboration also includes deploying AI tools such as Microsoft 365 Copilot across its workforce to boost productivity and innovation at scale.
FIAT, part of Stellantis, reported strong growth in Europe for Q1 2026, with registrations rising 25% year-over-year.

The brand increased its market share to 3.4%, up 0.6 percentage points from the same period last year, supported by more than 27,000 additional vehicle registrations.

FIAT maintained leadership in the A-segment city car category, driven by strong sales of the Pandina and 500 models, achieving a combined segment share of 57.6%. The newly launched Grande Panda was a key growth driver, surpassing 21,000 units sold and ranking among the top-selling cars in Italy.

The company also continued to lead in micromobility, with the Topolino model dominating the light quadricycle segment, while its commercial vehicle division, Fiat Professional, improved its European market share to 7.4%.

Overall, the results highlight FIAT’s strong momentum across multiple segments, supported by new model launches and continued leadership in small cars and urban mobility.
Stellantis reported a strong start to 2026 for its commercial vehicles division, Stellantis Pro One, with global volumes rising 7% year-on-year to 408,301 units in the first quarter.

The company maintained its leadership position in Europe, achieving a 28.7% market share across the EU30 and leading all major van segments. It also strengthened its dominance in South America with a 33.6% market share, while expanding its presence in North America, where it ranked third with a 14.8% share and recorded significant growth in Ram brand sales.

Performance was further supported by gains in the Middle East and Africa region, where Stellantis increased its market share to over 21%, alongside strong leadership positions in countries including Turkey and Morocco.

The results highlight continued momentum across key regions, driven by solid demand, expanding market share, and growth in core brands, positioning Stellantis to advance its long-term commercial vehicle strategy.
Maserati has been confirmed as the official safety and leading car supplier for the 2026 season of the GT World Challenge Europe, extending its partnership with SRO Motorsports Group following a successful debut last year.

The company will deploy its GT2 Stradale as the official Safety Car for a second consecutive season, while introducing the MCPURA as the new Leading Car. Both vehicles will feature updated blue-and-white liveries reflecting Maserati’s racing identity and brand heritage.

The agreement reinforces Maserati’s presence in closed-wheel racing and highlights its strategic focus on performance and motorsport innovation. The 2026 season begins at Circuit Paul Ricard and includes major events such as Monza, Spa, and Nürburgring.
**Opel Expands EV Capabilities with Vehicle-to-Load Technology**

Opel announced the rollout of vehicle-to-load (V2L) technology across its electric vehicle lineup, enabling cars to function as mobile power sources for external devices.

The feature, now available in models including the Astra Electric, Grandland Electric, Mokka Electric, Corsa Electric, and Combo Electric, allows users to power appliances such as e-bikes or electric grills directly from the vehicle battery, delivering up to 3.6 kW via a dedicated adapter.

The updated Astra Electric also offers an extended driving range of up to 454 km (WLTP), supported by a 58 kWh battery, while all models feature bidirectional charging systems. Opel said the move is part of its broader “Electric All In” strategy, aimed at accelerating adoption of electric mobility by bundling services such as home charging solutions and extended roadside assistance.

The company continues to expand electric functionality and convenience features as it pushes further into the EV market.
Opel Automobile GmbH, part of Stellantis N.V., reported strong first-quarter 2026 performance in Germany, with significant gains in registrations and market share.

New passenger car registrations rose 39% year-on-year to nearly 33,600 units, lifting market share to 4.8%. In March alone, registrations increased 43%, reflecting strong demand across key models.

Growth was driven by popular SUV models including the Opel Mokka, Grandland, and Frontera, as well as continued strength of the Corsa, which remains Germany’s top-selling small car. Electric vehicles also gained momentum, accounting for nearly 21% of new registrations, with Opel’s EV market share rising to 4.3%.

The company said the results position it for continued growth in 2026, supported by a refreshed product lineup and increasing demand for electric mobility.
Opel unveils updated Astra lineup with enhanced electric range and new technologies

31 March 2026 — Opel, part of Stellantis, introduced the updated Astra and Astra Sports Tourer models, featuring improved design, technology, and electrified powertrains.

The new Astra Electric now offers a range of up to 454 km (WLTP), supported by a larger 58 kWh battery, while maintaining competitive pricing. The lineup includes multiple powertrain options, ranging from fully electric and plug-in hybrid to hybrid and diesel variants.

Key upgrades include the introduction of the Opel Vizor design with an illuminated logo, advanced Intelli-Lux HD lighting technology, and enhanced interior comfort with ergonomic Intelli-Seats. The models also feature updated infotainment systems and sustainable materials.

Opel stated the refreshed Astra aims to combine modern styling, improved efficiency, and greater driving comfort, while offering customers flexibility across different propulsion technologies.
Maserati S.p.A. announced its continued participation in the 2026 GT2 European Series powered by Pirelli, with at least four Maserati GT2 cars confirmed for the starting grid.

The lineup will include teams such as LP Racing, Dinamic Motorsport, and newcomer i4Race, with defending Am class champion Philippe Prette among the drivers. The season will feature five rounds across Europe, beginning in Monza in May.

Maserati said its growing presence in GT2 racing builds on recent participation across multiple series and reflects its broader return to competitive motorsport. The brand aims to build on strong prior performances and target further success during its centenary year of racing heritage.
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02-11-26WS News
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11-12-25WS Investor