STIF stock plunges 56.5% in a single session, abandoned by Tesla over Megapack 3
The share suffers a sharp decline during the session. The movement follows a press release in which the handling components manufacturer announces the loss of a strategic customer, at the very moment it publishes half-yearly results showing strong growth.
Tesla excludes STIF products from its Megapack 3, and 2027 and 2030 targets are revised
The STIF share falls 56.58% to €19.80, compared to €45.60 at the previous close. Over one year, the decline reaches 72.11%. The drop follows a press release dated October 1st: despite half-yearly revenue up 50.8%, the group indicates that Tesla USA will no longer retain its products for its new Megapack 3 model. This decision leads the company to revise its targets for 2027 and 2030 and to implement an industrial adaptation plan.
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When publishing the first half of 2026 on July 22nd, the company had cited among its strengths the high demand from major battery energy storage players and the integration of Stuvex and BOSS Products, acquired in 2025.
It also mentioned an unfavorable exchange rate effect of €1.5 million.
Following the announcement, Portzamparc revised its price target on October 2nd, from €78.30 to €31.00, with a hold opinion. This new target nevertheless remains approximately 57% above the current price.
SectorMachines et équipements industriels›Machines / équipements industriels
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 55,3 millions d'euros
Quarterly revenue: 55,3 millions d'euros
Guidance from the release
Cette évolution des ventes et de la rentabilité opérationnelle est principalement liée à un ralentissement des livraisons pour Tesla à compter de la fin du 2ème semestre 2026. / Le Groupe informe que Tesla USA a choisi pour son nouveau modèle de BESS, le MEGAPACK 3, d'autres systèmes de sécurité qui n'incluent pas les produits STIF.
Risks mentioned
Effet de change globalement défavorable à hauteur de -1,5 M€.
Opportunities identified
Intégration des acquisitions de Stuvex et BOSS Products réalisées en 2025.
Demande toujours élevée de la part d'acteurs majeurs du marché du stockage d'énergie par batterie.
Outlook / guidance
Expected revenue: 110 millions d'euros
Expected EBITDA: 18 millions d'euros
Management commentary: STIF vise pour l'ensemble de l'exercice 2026 un chiffre d'affaires autour de 110 M€ et un EBITDA autour de 18 M€, soit une marge d'EBITDA d'environ 18%.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
