$BWA

JPMorgan analyst Rajat Gupta identified top U.S. auto suppliers, highlighting BWA and DAN. BWA is ranked as the top pick with a $85 price target, citing strong hybrid and internal combustion engine resilience, and non-automotive optionality. DAN is noted for its insulation from trade pressures and improved non-automotive exposure, with a $40 price target. Both companies reported strong Q2 results and raised full-year outlooks.

UBS identified 10 industrial companies poised for growth, including Lockheed Martin (LMT), United Airlines (UAL), and United Rentals (URI), with price targets ranging from $80 to $1,350. The firm expects a capital-spending cycle to benefit these sectors, citing improved inventory trends and cash flow. Advanced Drainage Systems (WMS) has the highest upside potential at 62%.

Auto-parts OEMs show mixed sentiment. Magna (MGA) and BorgWarner (BWA) are favored for valuation, while Aptiv (APTV) has high recovery potential but weak earnings revisions. Tariffs pose margin risks. Magna's forward P/E is 9.6x with 19.6% fair value upside. Aptiv's shares fell despite beating EPS estimates due to lowered outlook.

BorgWarner (BWA) stock rose 55.9% in the past year, with sales up 2.2% and profits nearly flat. The company has been buying back shares, retiring 6.1% of its shares in the past year, driving earnings per share growth of 6.6% annually. BorgWarner spent $650M on buybacks and $140M on dividends in the past year, funded by strong cash flow. The company plans to invest $10M-$15M in R&D for a turbine generator launching in 2027, expected to generate $300M in revenue.

BorgWarner forecasts turbine generator sales to surpass $300 million in the first year of production, indicating strong demand for its new product line. This projection highlights the company's growth potential in the renewable energy sector, which may impact investor sentiment.

BorgWarner (BWA) shares fell 0.1% since its last earnings report, despite beating Q2 2026 estimates with $1.42 EPS and $3.65B revenue. Sales grew 0.3% YoY, but organic sales declined 1.2%. The company raised its full-year EPS guidance to $5.05-$5.30. Analysts have downgraded estimates, and BWA has a Zacks Rank #3 (Hold).

Hanley Michael S sold 5,000 shares of BORGWARNER INC (BWA) at $65.51 ($0.33M total) on 2026-08-28.

Analysts adjusted price targets for several companies: PG&E's (PCG) target was cut to $13, Duolingo's (DUOL) doubled to $210. Deutsche Bank initiated Arista (ANET) and Cisco (CSCO) with Buy ratings, Dell (DELL) with Hold. September rate hike odds rose to 55%, impacting markets. Oil prices surged due to U.S.-Iran tensions.

CALAWAY TONIT M (EVP, CAO, Gen Counsel & Sec) sold 22,000 shares of BORGWARNER INC (BWA) at $66.26 ($1.46M total) on 2026-08-24.

BorgWarner has extended high-voltage inverter programs with a European OEM, covering updated designs for plug-in hybrids and 800V battery-electric vehicles. Production starts in 2029. The company highlights its technology and customer focus, with new ASIC and SiC power switches for efficiency and cost competitiveness.