Shared on 20 Nov 25
BWA: Margin Execution And New Automotive Wins Will Drive Upward Momentum
BorgWarner's analyst price targets have recently increased. The consensus has moved higher by up to $10, as analysts cite strong margin execution, new business wins, and stabilizing automotive demand as key factors supporting the upward revisions.
Shared on 03 Nov 25
Fair value Increased 4.71%BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.
Shared on 20 Oct 25
Fair value Increased 5.11%BorgWarner's analyst price target has been increased from approximately $44.71 to $47.00. Analysts cite stronger sector trends, updated industry forecasts, and improved company guidance as factors supporting a more optimistic outlook.
Shared on 05 Oct 25
Fair value Increased 1.79%BorgWarner’s analyst-derived fair value estimate has been raised modestly to $44.71, up from $43.93. Analysts point to robust vehicle demand forecasts and resilient industry fundamentals supporting the adjustment.
Shared on 20 Sep 25
Fair value Increased 1.06%BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.
Shared on 05 Sep 25
Fair value Increased 1.72%Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.
Shared on 04 Aug 25
Fair value Increased 7.73%The upward revision in BorgWarner's consensus price target reflects improved revenue growth forecasts, which more than offset a slight decline in net profit margin, raising fair value from $39.67 to $42.13. What's in the News Raised full-year 2025 sales guidance to $14.0–$14.4 billion, with expected operating margin of 8.3–8.5% and EPS of $3.80–$3.97 per diluted share, citing higher industry production and FX tailwinds.
Shared on 30 Apr 25
Fair value Increased 1.00%AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.
Shared on 23 Apr 25
Fair value Decreased 1.70%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 1.78%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Decreased 4.94%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Increased 0.27%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 0.48%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 1.69%AnalystConsensusTarget has decreased revenue growth from 5.6% to 3.3% and decreased future PE multiple from 11.3x to 8.8x.