Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Published
27 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$42.13
8.5% undervalued intrinsic discount
07 Aug
US$38.54
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1Y
21.2%
7D
2.7%

Author's Valuation

US$42.1

8.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 6.22%

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 on07 May 25
Fair value Increased 9.49%

Shared on30 Apr 25
Fair value Increased 1.00%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on23 Apr 25
Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.45%

Shared on26 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 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.