Stellantis announced a recall of 72,509 Ram trucks sold in the United States, covering 2025‑2026 model‑year Ram 1500, 2500, 3500, 4500, and 5500 series. The recall, identified by Stellantis campaign numbers B4C and B8C and NHTSA campaign number 25V297000, requires dealers to install a software update that restores the instrument panel’s display functionality.
The defect is a software glitch that can cause the instrument panel screen to go blank, impairing driver visibility and vehicle operation. Stellantis will provide a free update to all affected vehicles, and owners will receive notification by January 8, 2026. Dealers are expected to complete the software installation within the next 30 days.
Stellantis’ recall follows a 2013 instrument‑panel recall for 2014 Ram trucks, underscoring ongoing challenges with software reliability in its new platforms. The company’s recent financial guidance has been volatile: a September 2024 revision cut the 2024 adjusted operating‑income margin to 5.5‑7.0 % and projected negative industrial free cash flow; Q1 2025 revenue fell 14 % YoY, prompting a suspension of 2025 guidance; and Q3 2025 revenue rose 13 % YoY, ending a seven‑quarter decline streak but leaving the stock price subdued.
The recall’s financial impact is expected to be modest, as the fix is a software update rather than a mechanical repair. However, it highlights a broader industry trend toward software‑centric safety issues and may prompt Stellantis to accelerate its quality‑control processes for future platform launches. The incident could affect brand perception, especially among safety‑conscious buyers, and may influence future regulatory scrutiny.
While no immediate market reaction data is available, analysts continue to maintain a “Hold” consensus on Stellantis, reflecting uncertainty around the company’s guidance revisions and the ongoing impact of tariff uncertainties on its North American operations. The recall itself is unlikely to shift long‑term investment theses but serves as a reminder of the operational risks associated with increasingly digital vehicle systems.
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