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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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Henning Cosman下調$Stellantis NV (STLA.US)$至持有評級，並將目標價從25.39美元下調至13.79美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.6%，總平均回報率為-4.4%。
此外，綜合報道，$Stellantis NV (STLA.US)$近期主要分析師觀點如下：
該公司表示，Stellantis最近的盈利警告是觀察到的較爲重要的警告之一。有人指出，對可能振興Stellantis在2025年及以後的銷售和盈利能力的運營戰略缺乏詳細的見解。因此，預測2025年收益將大幅回升仍然具有挑戰性。
該公司承認，其對Stellantis的初步評估可能過於樂觀，低估了與美國庫存問題以及歐洲和美國市場份額下降相關的挑戰。因此，該公司在2026年之前大幅下調了息稅前利潤預期。
該公司最近的分析承認了市場對Stellantis下調指引的預期，儘管此次修訂的幅度出乎意料。對每股收益預測（上限爲30％）的審查表明，收益率約爲5％。有跡象表明，Stellantis可能會靈活地提高派息率，這可能會爲2025年帶來潛在的上升空間，儘管該公司的預測中目前並未包括這種可能性。
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