While everyone is eyeing Big Tech, a story is building up at $STLAM (+3,38%) a story is building up that value investors cannot ignore. After the horror year of 2025, the Q1 figures for 2026 point to a massive turning point.
Why I am bullish now:
1. focus on the cash cows (The "Big Four") 🐎
Stellantis has put an end to the proliferation of brands. The Group is radically focusing on Fiat, Peugeot, Jeep and RAM. These brands bring volume and margin. Fiat in particular is an absolute gold mine thanks to its dominance in South America!
2. the realism check: hydrogen exit & battery focus 🔋
Stellantis cleans up:
- Consistent exit from hydrogen: The Symbio exit (April '26) shows: If you want to burn money, do it elsewhere. $STLAM (+3,38%) Saves billions in future capex.
- Smart battery deals: Partnership with CATL $3750 (-2,38%) (LFP cells) and Tiamat (sodium-ion). Affordable batteries for the masses instead of expensive high-end niche products.
3. the "Leapmotor" joker vs. EU competition 🇨🇳
Stellantis builds the technology of $9863
(Leapmotor) in Europe. This allows them to circumvent EU tariffs and gives them a weapon against BYD $1211 (-1,8%) which $VOW (+1,54%) (VW) or $BMW (-2,04%) (trapped in rigid cost structures) completely lack.
4th valuation: Almost a gift? 💎
With an estimated P/E ratio of approx. 4 the share is extremely cheap. Yes, the dividend has been canceled for 2026 - but this is the perfect entry point before the dividend hunters return in 2027/28.
Conclusion:
Stellantis acts like a software company: What is not profitable is cut. While the competition remains in "hope mode", Stellantis is building $STLAM (+3,38%) an efficiency fortress. For me, this is a classic contrarian bet with enormous upside potential.
What do you think? Value pearl or old-economy grave? 👇
Edit: Ticker link added. Sry my first post
#Investing
#Stellantis
#Stocks
#ValueInvesting
#Automotive
#DepotUpdate
#Fiat
#RAM
#Contrarian
#Turnaround
