Story perspectives
UBS Downgrades Stellantis, Barclays Cuts GM Amid Tariff Woes
4/15/2025
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Story summary
- UBS downgraded Stellantis from Buy to Neutral, citing a 35% reliance on imported vehicles for U.S. sales.
- Declining sales and softening demand hinder Stellantis' market share recovery.
- Barclays downgraded General Motors to Equal Weight, reducing its price target due to tariff concerns.
- GM's dependence on foreign assembly risks production shortfalls and challenges in meeting EV targets.
