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BorgWarner Inc. Stock Price

NYSE:BWA Community·US$13.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 36 Fair Values set on narratives written by author

BWA Share Price Performance

US$68.42
29.93 (77.76%)
US$76.87
Fair Value
US$68.42
29.93 (77.76%)
11.0% undervalued intrinsic discount
US$76.87
Fair Value
Price US$68.42
AnalystConsensusTarget US$76.87
julio US$39.17
AnalystLowTarget US$62.00

BWA Community Narratives

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Fair Value US$76.87 11.0% undervalued intrinsic discount

BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum

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Fair Value
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Fair Value US$39.17 74.7% overvalued intrinsic discount

BWA VALUATION

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Fair Value US$62 10.4% overvalued intrinsic discount

Future Turbine And E-Product Dependence Will Limit Earnings Resilience

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BorgWarner

BWA VALUATION

Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?Read more

View narrative
US$39.17
74.7% overvalued intrinsic discount
Fair Value
Revenue
6% p.a.
Profit Margin
6%
Future PE
10x
Price in 2034
US$90.17
US$76.87
11.0% undervalued intrinsic discount
Revenue
4.58% p.a.
Profit Margin
10.07%
Future PE
10.48x
Price in 2029
US$99.12

Trending Discussion

No trending discussion available.

Updated Narratives

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BWA VALUATION

Fair Value: US$39.17 74.7% overvalued intrinsic discount
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BWA: Data Center Expansion And Buybacks Will Test Execution Strength

Fair Value: US$62 10.4% overvalued intrinsic discount
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BWA: Non Auto Power And E Powertrain Mix Will Drive Future Upside

Fair Value: US$76.87 11.0% undervalued intrinsic discount
21 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet with acceptable track record.

2 Risks
3 Rewards

BorgWarner Inc. Key Details

US$14.3b

Revenue

US$11.6b

Cost of Revenue

US$2.8b

Gross Profit

US$2.4b

Other Expenses

US$415.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.04
19.33%
2.89%
66.7%
View Full Analysis

About BWA

Founded
1928
Employees
37500
CEO
Joseph Fadool
WebsiteView website
www.borgwarner.com

BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems. The company also provides chain systems and variable camshaft phasing products; friction and mechanical products for automatic transmissions, including dual clutch modules, friction clutch modules, electromagnetic clutches, friction and separator plates, transmission bands, torque converter clutches, one-way clutches, and torsional vibration dampers; hydraulic controls products for automatic transmissions, such as electro-hydraulic solenoids for standard and hydraulic systems, transmission solenoid modules and dual clutch hydraulic control modules; and torque management products comprising transfer cases and couplings; electronic limited slip differentials, electric torque vectoring products, and axle disconnect systems. In addition, it offers power electronics, including inverters, onboard chargers, DC/DC converters, and combination boxes; rotating electric machines comprising eMotors and generators; fully integrated drive modules consisting of inverters and gear reducers; and electronic controls, such as engine control units, transmission control units, battery management systems, propulsion controllers, and domain controllers. Further, the company provides battery and charging systems, including nickel manganese cobalt battery packs and lithium iron phosphate battery packs. BorgWarner Inc. was formerly known as Borg-Warner Automotive, Inc. The company was founded in 1928 and is headquartered in Auburn Hills, Michigan.

Recent BWA News & Updates

Seeking Alpha Aug 07

BorgWarner: New Opportunities, Old Risks

Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking Alpha
Narrative Update Aug 07

BWA: Data Center Expansion And Buybacks Will Test Execution Strength

Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.

Recent updates

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