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.
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巴克莱银行分析师Henning Cosman下调$Stellantis NV (STLA.US)$至持有评级，并将目标价从25.39美元下调至13.79美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.6%，总平均回报率为-4.4%。
此外，综合报道，$Stellantis NV (STLA.US)$近期主要分析师观点如下：
该公司表示，Stellantis最近的盈利警告是观察到的较为重要的警告之一。有人指出，对可能振兴Stellantis在2025年及以后的销售和盈利能力的运营战略缺乏详细的见解。因此，预测2025年收益将大幅回升仍然具有挑战性。
该公司承认，其对Stellantis的初步评估可能过于乐观，低估了与美国库存问题以及欧洲和美国市场份额下降相关的挑战。因此，该公司在2026年之前大幅下调了息税前利润预期。
该公司最近的分析承认了市场对Stellantis下调指引的预期，尽管此次修订的幅度出乎意料。对每股收益预测（上限为30％）的审查表明，收益率约为5％。有迹象表明，Stellantis可能会灵活地提高派息率，这可能会为2025年带来潜在的上升空间，尽管该公司的预测中目前并未包括这种可能性。
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