Stellantis: The EV Stock to Buy for the Long Term?

Stellantis, the world's fourth-largest automaker, has been making significant strides in the electric vehicle (EV) market, positioning itself as a strong contender for long-term investment. With a comprehensive electrification strategy and a robust pipeline of innovative products, Stellantis is well-equipped to capitalize on the growing demand for EVs. Let's explore the factors that make Stellantis an attractive long-term investment in the EV sector.



Stellantis' ambitious electrification strategy, Dare Forward 2030, aims to deliver exciting, class-leading vehicles with advanced technology at affordable prices. The company plans to invest more than €50 billion in electrification over the next decade, setting the course for a 100% passenger car battery electric vehicle (BEV) sales mix in Europe and a 50% passenger car and light-duty truck BEV sales mix in the United States by 2030. By then, Stellantis plans to offer more than 75 BEV models, representing 5 million units in annual BEV sales globally.

Stellantis' global engineering teams are developing vehicle platforms, propulsion, and energy storage systems that enhance the inherent DNA of each of its 14 iconic brands. The company's four global BEV-native multi-energy platforms (STLA Small, Medium, Large, and Frame) will offer industry-leading features, driving ranges of between 500-800 kilometers/300-500 miles, and front-, rear-, and all-wheel-drive propulsion. These platforms are designed with a high level of flexibility, offering the most efficient solution for each vehicle category, from city-cars to pickup trucks and SUVs.

Stellantis' dual-chemistry battery approach, including nickel- and cobalt-free alternatives and lithium iron phosphate (LFP) batteries, ensures affordability for all customers and reduces supply chain risk. The company is also exploring innovative battery cell and pack technologies, such as solid-state, sodium-ion, lithium-sulfur, and IBIS (Innovative Battery Integration System), to further accelerate its electrification journey and reduce its carbon footprint.

Stellantis' strategic partnerships, such as the one with Factorial for solid-state batteries, further enhance its competitive position in the EV sector. By incorporating Factorial's innovative battery solution into its vehicles, Stellantis can offer customers improved performance, longer driving ranges, and faster charging times. This collaboration is a critical next step in Stellantis' electrification strategy, demonstrating its commitment to advancing EV technology.



Stellantis' strong foundation, including its diverse workforce, operational excellence, and house of iconic brands, positions it well to achieve its ambitious electrification targets. The company's commitment to carbon neutrality by 2038, with a 50% reduction in carbon emissions by 2030, underscores its dedication to sustainability and responsible business practices.

In conclusion, Stellantis' comprehensive electrification strategy, robust pipeline of innovative products, and strategic partnerships make it an attractive long-term investment in the EV sector. With its ambitious targets and strong foundation, Stellantis is well-positioned to capitalize on the growing demand for EVs and deliver value to shareholders. As the EV market continues to evolve, investors should consider Stellantis as a strong contender for long-term success.