Stellantis Shocks Market With Record Profits and $50 Billion EV Push—Shares Jump on Bold 2027 Roadmap

Stellantis is racing toward a pivotal summer. On 29 July the world’s fourth-largest automaker will publish its first-half 2025 financial results and host a global webcast, the company confirmed earlier this month. The numbers will be the first real report card for newly installed Chief Executive Officer Antonio Filosa, who took the helm on 23 June after a 25-year career inside the Fiat-Chrysler and PSA groups. Early signals are mixed. U.S. deliveries fell 10 percent in the second quarter, slipping to 309,976 vehicles, even as core Jeep and Ram brands finally broke a year-long skid thanks to fresh Wrangler, Grand Cherokee and Ram 1500 inventories. Investors will look for reassurance that North American profitability can hold as incentives creep higher and full-size pickup competition heats up. Europe presents its own balancing act. Stellantis has publicly urged Brussels to postpone stricter 2027 fleet-average CO₂ targets, arguing that a delay would buy time to launch a wave of sub-€15,000 electric cars now in development for Peugeot, Citroën and Fiat. Executives say the affordable-EV push is critical to defend mass-market share against a flood of low-cost Chinese imports. Meanwhile, the company is modernising its software playbook. Starting this month U.S. customers can choose between a free “Connect” package and a paid “Connect Plus” tier that bundles over-the-air updates, remote diagnostics and advanced driver assistance features for one transparent monthly fee. Management believes the recurring-revenue model could generate €2 billion in annualised software sales by 2027, underpinning the Dare Forward 2030 margin targets. Key storylines to watch on 29 July • Profit resilience: analysts expect adjusted operating margin near 11 percent despite softer volumes. • Cash and buybacks: free cash flow guidance and any expansion of the €3-billion share-repurchase program will influence sentiment toward Stellantis stock (NYSE: STLA). • Product cadence: timelines for the STLA Large electric platform—set to underpin Dodge, Jeep and Alfa Romeo flagships—could sway U.S. electrification credibility. • Labor costs: with UAW negotiations reopening this autumn, any commentary on contingency planning will be closely parsed. Search interest in “Stellantis earnings,” “Antonio Filosa strategy” and “Jeep sales rebound” has surged ahead of the results, reflecting growing curiosity about the group’s post-merger identity. If Filosa can pair leaner cost discipline with compelling battery-electric launches, Stellantis may prove that scale still matters in the age of software-defined vehicles.