Renault SA

The agency expects Renault to weather "weak market conditions in Europe" without significantly deteriorating credit metrics

S&amp;P has returned Renault's investment rating to stable outlook. Whether to buy shares

Ferrari N.V.

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Kering SA

On June 15, Renault <a href="https://media.renaultgroup.com/announcement-regarding-the-governance-of-renault-group/">announced</a> that its CEO Luca de Meo will step down effective July 15. This is not a retirement. He will <a href="https://www.kering.com/en/news/kering-announces-the-appointment-of-luca-de-meo-as-chief-executive-officer/">take the helm</a> of French group Kering, which owns famous fashion brands Gucci, Balenciaga, Yves Saint Laurent, Brioni and others. Why would a luxury company from the world of fashion need the experience of a top manager from the world of automobiles?