In June 2026, Stellantis N.V. announced a partnership with Wayve and Uber Technologies, Inc. to co-develop and deploy Level 4 robotaxis globally, combining Stellantis’ L4-Ready vehicle platforms, Wayve’s AI driving software and Uber’s ride-hailing network under a non-binding Memorandum of Understanding covering technology, production and deployment frameworks.
This collaboration highlights how Stellantis is positioning its core manufacturing capabilities at the center of emerging autonomous mobility ecosystems, rather than only selling traditional vehicles.
Next, we’ll examine how Stellantis’ move into Level 4 robotaxis with Wayve and Uber could influence its existing electrification-driven investment narrative.
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Stellantis Investment Narrative Recap
To own Stellantis today, you have to believe a traditional automaker can reposition itself around software, electrification and new mobility models while managing margin pressure and tariff uncertainty. The Wayve and Uber Level 4 robotaxi MoU fits that thesis, but as a non binding framework it does not materially change the near term picture where European market share pressure and BEV margin dilution still look like the key swing factors.
Among recent announcements, the integration of Factorial’s FEST solid state batteries into a Dodge Charger Daytona development vehicle stands out as highly relevant. It speaks directly to Stellantis’ effort to address one of the main risks in the story: weaker profitability on current BEVs. If FEST technology scales successfully, it could eventually support the investment case built around electrification while also intersecting with long term autonomous and robotaxi use cases.
Yet beneath the promise of robotaxis and solid state batteries, investors should also be aware that…
Read the full narrative on Stellantis (it’s free!)
Stellantis’ narrative projects €170.9 billion revenue and €5.6 billion earnings by 2029. This requires 3.7% yearly revenue growth and a €28.0 billion earnings increase from -€22.4 billion.
Uncover how Stellantis’ forecasts yield a €8.06 fair value, a 56% upside to its current price.
Exploring Other Perspectives 
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While this robotaxi news hints at upside, the most pessimistic analysts still assume roughly flat revenue around €160.5 billion and only €3.8 billion of earnings by 2029, reminding you that views on Stellantis’ EV and software transition can diverge sharply and that it is worth comparing several narratives before deciding what you believe.
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The Verdict Is Yours
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include STLAM.MI.
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