Stellantis (STLA) has had a brutal stretch. Shares are down roughly 35% year-to-date (YTD), the company booked a steep net loss in 2025, and investors are still waiting on signs of a meaningful turnaround.
But on Tuesday, Stellantis took a step that signals it’s serious about rebuilding not just on the factory floor but in how it runs its entire operation. The automaker announced a renewed and expanded five-year partnership with Palantir Technologies (PLTR), deepening a collaboration that began in 2016.
And for investors wondering whether STLA stock is a value trap or a genuine recovery play, this deal deserves a closer look.
Under the renewed agreement, Stellantis will expand its use of Palantir Foundry and begin deploying Palantir’s Artificial Intelligence Platform (AIP) across select business functions and regions, according to a company statement.
Foundry is a platform that pulls together fragmented data from across a company and puts it in one place. For an organization as sprawling as Stellantis, which operates across North America, Europe, South America, and the Middle East, the deal could provide multiple operational insights. The company has historically struggled with inconsistent processes and siloed information.
AIP will also integrate artificial intelligence directly into Stellantis’ existing internal data and business processes. The goal is faster decision-making, better traceability, and a more governed approach to scaling AI across the company.
“We are helping Stellantis embed secure, governed AI at the heart of its operations-turning data into a decisive advantage across every function and geography,” said François Bohuon, General Manager of Palantir France and EMEA Executive, and Grégoire Omont, Europe Operations Lead.
In 2025, Stellantis shipped 5.5 million vehicles, up 1% year-over-year (YoY), but net revenues fell 2% to €153 billion.
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Its adjusted operating income margin turned negative, coming in at -0.5%. Industrial free cash flow was negative €4.5 billion for the full year.
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The net loss came in at a staggering €22 billion, driven heavily by strategic charges and a reset of its product and regulatory posture.
