TLDR
- Stellantis stock fell nearly 4.8% to $5.11, hitting a fresh 52-week low on Monday.
- The company recalled approximately 955,000 vehicles globally due to a radio software flaw affecting rear-view cameras.
- Around 848,000 of the affected vehicles are in the US, covering 2026 and 2027 model years across Chrysler, Dodge, Jeep, and Ram brands.
- The fix will be delivered via an over-the-air software update, with no crashes or injuries reported.
- Multiple analyst downgrades from Bernstein, UBS, and Piper Sandler have added pressure on the stock in recent weeks.
Stellantis stock dropped nearly 4.8% on Monday, trading at $5.11 and touching a fresh 52-week low. The sell-off came after the automaker announced a recall of around 955,000 vehicles globally over a software defect tied to rear-view camera operation.
The recall covers roughly 848,000 vehicles in the United States. The affected models span 2026 and 2027 model years and include the Chrysler Pacifica, Pacifica Plug-in Hybrid, Voyager, Dodge Charger, and several Jeep models. An additional 107,000 vehicles in Canada, Mexico, and other international markets are also affected.
Stellantis is recalling almost 1 million vehicles over a software glitch that can disrupt vehicle backup cameras, the latest in a string of issues affecting rearview displays. https://t.co/RNQnFDwQVq
— Bloomberg (@business) August 17, 2026
The root cause is a radio software flaw that can prevent the rear-view camera image from displaying on the vehicle’s media screen. Stellantis said the fix will be pushed through an over-the-air software update, meaning customers will not need to visit a dealer.
The company added it is not aware of any accidents or injuries connected to the defect.
Analyst Sentiment Already Bearish
The recall hit a stock that was already under pressure from a string of analyst downgrades. Bernstein cut STLA to Underperform on August 7. UBS moved to Neutral earlier in the month, pointing to high dealer inventory levels and sluggish new-product adoption.
Piper Sandler had cut its rating to Underweight in late July. Goldman Sachs reaffirmed a Hold rating as recently as August 14. That leaves the stock with very little institutional backing.
The bearish analyst pile-on, combined with a chart already trading well below key moving averages, has left Stellantis with few natural buyers.
Backup Cameras a Recurring Problem
This recall adds to a broader pattern. A Bloomberg analysis found that faulty backup camera systems have led to recalls covering roughly 21 million vehicles since the US made rear-view cameras mandatory eight years ago.
Malfunctions can stem from software bugs, manufacturing defects, or other underlying faults. Stellantis has now joined a long list of automakers dealing with this recurring issue.
The broader market offered no help on Monday. The S&P 500 was down 0.4%, the Dow Jones off 0.5%, and the Nasdaq lower by 0.2%, reflecting a mild risk-off tone across US equities.
Stellantis’s automotive peers also faced headwinds, with General Motors navigating its own trade-related uncertainties, providing no lift for STLA.
Goldman Sachs reaffirmed its Hold stance on August 14, making it the most recent analyst comment on the stock before Monday’s session.
