Basket cover image
15 handpicked stocks

Fallout from Stellantis Recall

When one automotive giant faces challenges, others may find opportunity. This collection features carefully selected stocks of competing automakers and parts suppliers positioned to benefit from Stellantis's safety investigation. Each company was handpicked by our analysts to capture this market shift.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 3

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TM

Toyota Motor Corporation

TM

Current price

$193.66

With a strong reputation for reliability, Toyota is well-positioned to attract consumers concerned about the safety and quality issues highlighted in ...

With a strong reputation for reliability, Toyota is well-positioned to attract consumers concerned about the safety and quality issues highlighted in the Stellantis recall.

HMC

Honda Motor Co., Ltd.

HMC

Current price

$33.39

Honda's brand is synonymous with quality and safety, making it a prime alternative for buyers seeking reliable vehicles in the wake of Stellantis's re...

Honda's brand is synonymous with quality and safety, making it a prime alternative for buyers seeking reliable vehicles in the wake of Stellantis's recurring recall issues.

GM

General Motors Co.

GM

Current price

$56.31

As a major domestic competitor, General Motors could capture market share from Stellantis, particularly from customers loyal to American brands who ar...

As a major domestic competitor, General Motors could capture market share from Stellantis, particularly from customers loyal to American brands who are now seeking alternatives.

About This Group of Stocks

1

Our Expert Thinking

This selection captures a tactical, event-driven opportunity created by the NHTSA investigation into Stellantis's recall of nearly 300,000 vehicles. We've identified companies likely to benefit as consumers shift away from affected vehicles and as repairs create demand for replacement parts.

2

What You Need to Know

This group includes two distinct but related opportunities: competing automakers positioned to gain market share, and parts suppliers who may see increased demand. The theme is tied to a specific market event, making it a shorter-term tactical investment opportunity.

3

Why These Stocks

We've selected established automotive competitors with strong safety reputations, emerging EV companies offering alternatives, and key parts suppliers involved in vehicle safety and mechanical systems. Each company has a specific connection to this market disruption.

Group Performance Snapshot

11 of 14

Stocks Rated Buy by Analysts

11 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Market Share Up for Grabs

When a major brand faces safety concerns, customer loyalty shifts. These companies are perfectly positioned to capture consumers looking for alternatives to Stellantis vehicles.

🛠️

The Repair Opportunity

With nearly 300,000 vehicles needing fixes, parts suppliers in this group could see a significant boost in orders. Recalls create an immediate demand that's independent of overall market conditions.

🚗

Beyond the Recall

These aren't just short-term plays. The companies in this group represent quality alternatives and essential suppliers that stand to benefit not just from this recall, but from the ongoing evolution of the auto industry.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.