Recent analyst upgrades have lifted Stellantis stock price expectations to a 12-month target of $26.00, citing improved EBIT margins and disciplined capital allocation. Automakers have been pushing back on the costs. Ford CEO Jim Farley earlier this week warned the new tariffs could represent a $2 billion headwind, calling them a "really big deal" that risks restricting future investment. As of 9:46 a.m. EDT on Thursday, STLA stock traded over 8% higher for about $11 per share. This expanded on the 3.21% gains recorded the previous day. Market sentiment towards Stellantis stock price remains constructive, with hedge funds adding exposure in anticipation of higher Q2 revenues. Derivative market activity shows increased call option buying.