UBS downgraded Stellantis' stock and slashed its price target for the Jeep and Chrysler parent nearly in half on Monday.

The Netherlands-based automaker will facer greater headwinds from U.S. tariffs than Detroit-based "Big Three" automakers Ford (F) and General Motors (GM), UBS analysts wrote. UBS downgraded the stock to "neutral" from "buy" aඣnd reduced its target price to 8.80 euros ($9.98) from 16.00 e𝓡uros ($18.15).  

About 35% of Stellantis vehicles sold in the U.S. are imported, UBS said, and therefore subject to 25% import taxes. It estimates th𓄧at annual car sales in the U.S. will fall about 9% due to tariffs.

"After several quarters of severe market share loss, Stellantis' 澳洲幸运5官方开奖结果体彩网:aggressive plan to regain market share in a likely shrinking US market … has now a lower likelihood of success," analysts said, adding that "without the perspective of a successful US turnaround, a core element to our Buy thesis no longer exists.”

Stellantis shares slipped Monday morning but reversed course and recently traded up 3%. Still, they have lost about 30% of their value in 2025 and 65% over the past 12 months.