New York, Feb 14, 2026, 18:22 EST — The session wrapped up with markets closed.
- Stellantis slipped 1.9% to close at $7.75 on Friday. U.S. markets remain shut until Tuesday.
- Stellantis is quietly bringing diesel options back to at least seven of its models in Europe, according to a Reuters report.
- Eyes now turn to Feb. 26, when investors hope to get clarity on cash flow, funding, and what the 2026 picture might look like.
Stellantis slipped 1.9% to $7.75 at Friday’s close, following a Reuters report that the Fiat-to-Jeep parent is reintroducing diesel options for at least seven models across Europe—a step back from its earlier electric vehicle strategy. “Stellantis now seems to be bucking the trend,” said Chris Knapman, UK editorial director at CarGurus. (Reuters)
That’s having an impact now, with Stellantis still working to restore confidence after warning of a significant blow to earnings and cash flow earlier this month. The automaker scrapped plans to pay a 2026 annual dividend, cleared the way for up to €5 billion in non-convertible subordinated perpetual hybrid bonds, and projected industrial liquidity at around €46 billion by the close of 2025. (Stellantis.com)
Trading is on hold for STLA shares until Tuesday, as the New York Stock Exchange shuts down Monday for Washington’s Birthday. (New York Stock Exchange)
The diesel comeback hasn’t made waves. Reuters noted the lineup covers passenger vans, the Peugeot 308, and DS No. 4 hatchback, plus diesel trims popping back up for models like Opel Astra, Citroën Berlingo, and Peugeot Rifter.
Stellantis told Reuters it’s keeping diesel engines in its lineup—and in some cases, even expanding powertrain options. The company pointed to customer demand as it looks for ways to drive growth.
Policy risk comes on top of changing products, and the issue isn’t limited to Europe. In the U.S., President Donald Trump’s Environmental Protection Agency moved ahead with repealing the 2009 “endangerment finding” for vehicles. Reuters reported that this decision would let automakers sidestep federal tailpipe emissions requirements right away, but legal battles could follow, and manufacturers may end up navigating a messy landscape of differing state regulations. (Reuters)
In Europe, “diesel” still carries a stigma from “Dieselgate” and increasingly strict regulations; a lot of automakers have scaled down their diesel investments. Yet, this space remains mostly untouched by Chinese EV players. Stellantis, for its part, seems intent on finding pricing and product levers outside the battery game.
The stock’s following the broader theme here. Stellantis earlier this month signaled €22.2 billion in charges as it eases off its EV targets—a move that didn’t happen in isolation. As Reuters pointed out, Ford and General Motors have also logged writedowns, with the industry-wide shift to EVs dragging on profits and moving slower, not cheaper. (Reuters)
Still, the risks are clear. Should regulators clamp down further or if consumer demand for EVs rebounds more quickly than Stellantis is counting on, the automaker could find itself stretched across conflicting plans — potentially shelling out double for plants, components, and advertising.
Looking to the coming week, investors are set to track cash generation closely—specifically, what the car business brings in after investments. Funding plans, such as the hybrid bond authorization, are also in focus. There’s interest, too, in whether the diesel push moves past just a few relaunched models.
Eyes turn to Stellantis’ full-year 2025 results, dropping Feb. 26. U.S. traders will get their initial shot at pricing in the diesel report when markets open Tuesday.
