Stellantis is expected to make a significant comeback in 2026, supported by a lineup of new trucks and muscle cars, according to UBS. The company plans to leverage relaxed US emissions standards to increase gas-powered vehicle production, which could generate an estimated €40 billion in adjusted operating income. Cost reductions, reshoring manufacturing to the US, and lower depreciation are projected to add approximately €1.3 billion to operating income. UBS predicts these strategic moves will end cash burn within two years and achieve positive free cash flow by 2026, despite ongoing restructuring impacts. Meanwhile, Goldman Sachs has initiated coverage of Stellantis with a 'Neutral' rating and a $10 price target, citing the company's attractive valuation amid sector pressures. The firm highlighted challenges from Chinese competition, EV momentum, and EU regulatory tightening, which are impacting European automakers. Goldman also noted that premium automakers like BMW, Mercedes-Benz, and Ferrari offer substantial upside potential, with BMW and Mercedes-Benz forecasted to rise by around 30-32%, and Ferrari by 35%. Conversely, Volkswagen, Porsche, and Aston Martin are viewed more cautiously. On Stocktwits, sentiment towards Stellantis is predominantly bullish, with high message volume, reflecting investor optimism despite the sector's turbulence. Year-to-date, Stellantis stock has declined by 19%, but it remains attractive compared to peers like Renault, Ferrari, and Aston Martin, which have experienced larger declines. Overall, the sector faces headwinds from international competition, regulatory changes, and EV market shifts, but Stellantis' strategic initiatives and valuation position it for potential recovery in 2026.