STIF stock still weighed down by Tesla's exclusion, down 70% in three months
The stock continues to decline in mid-afternoon, in a Paris market that is slightly higher. The share price remains marked by the loss of a major energy storage customer, which dropped its products in favour of a new battery model. It is nevertheless attempting to stabilise after price levels never seen in one year.
A 2.5% decline leaves the stock below its 20-day moving average (MM20) at €16.02
The STIF stock falls 2.46% to €15.85 against a last close at €16.25. The stock thus remains slightly below its MM20, at €16.02, a gap of 1.06%.
The RSI at 27 is approaching the oversold zone, while the stock has gained 13.3% over one week: the rebound of the week only erases a small part of a quarter at -69.52%.
The collapse stems from the exclusion of its products by a major energy storage customer, already mentioned in early October. The price remains well below the resistance level at €46.60, while the support at €13.92 lies 12% below the current price.
H1 2026 guidance points to a slowdown in deliveries to Tesla
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When publishing its H1 2026 results (1 October 2026), the group targeted revenue of €110M and EBITDA of €18M, with a tone considered cautious. It explained that this slowdown is due to a slower pace of deliveries to Tesla from the end of the second half of 2026, the carmaker having selected other safety systems for its new BESS model.
Among the supporting factors cited on this occasion, the group pointed to the integration of the acquisitions of Stuvex and BOSS Products completed in 2025, as well as the still strong demand from major battery energy storage players.
The group also announced in November 2025 a share buyback programme of €10M. At the close, the €13.92 level will remain the nearest technical reference in the event of a further decline.
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
EBITDA: 12,6 millions d'euros
EBITDA margin: 22,8 %
Net income: 7,5 millions d'euros
26,3 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.
