Long Term Power And Electrification Tailwinds Will Transform This Undervalued Supplier

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

04 Mar 26

Updated

26 Jun 26

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Not Invested

Shared on 26 Jun 26

Fair value Increased 16%

BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix

Wall Street is warming up to BorgWarner’s push beyond car parts, with growing interest in its power and data-center products as a new source of growth. Several analysts raise their targets as they expect these non‑auto businesses to become a bigger share of what drives profits.

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Fair Value vs Share Price

US$95

vs US$63.5433.1% undervalued

8.3%

Revenue growth

9.2%

Profit margin

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Company analysis

Excellent balance sheet and fair value.

Market capUS$13.1b

PB2.3x

Estimated Growth5.5%

Dividend Yield1.1%

Full analysis

CEO & management

Joseph Fadool

CEO

3.0yrs

CEO Tenure

Provides technology solutions for combustion, hybrid, and electric vehicles worldwide.