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Published June 3, 2026
Stellantis told investors 2025 would be the year growth came back. Electrification was “growing,” margins were supposed to recover, and management said the company was built to win that shift. But behind the scenes, the complaint says Stellantis had badly misread EV demand and wasn’t positioned to turn that push into real profit.
In February 2025, executives guided to positive revenue growth and mid single digit operating margins. By July, results had already cracked, with profits collapsing and billions in charges tied to product cuts, hydrogen programs, and other restructuring moves. Still, leadership kept framing the second half as a recovery story.
Then in February 2026, the truth finally landed. Stellantis disclosed about 22 billion euros in charges and admitted it had overestimated how fast electrification would be adopted, with sharply reduced expectations for battery EV volumes and profitability.
Investors were stunned. The stock plunged about 24% in a single day. Confidence vanished.
Now, investors are looking more closely at the lawsuit.