AXL Share Price Performance
US$7.83
2.39 (43.93%)
10.5% overvalued intrinsic discount
US$7.09
Fair Value
Price US$7.83
AnalystConsensusTarget US$7.09
AnalystLowTarget US$7.00
AnalystHighTarget US$8.50
Fair ValueUS$7.09
Share Pricen/a
American Axle & Manufacturing Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 2 Fair Values set on narratives written by author
AXL Community Narratives
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Fair Value US$7.09 10.5% overvalued intrinsic discount
AXL: Dowlais Deal Will Shape Path As ICE Shift Risks Remain
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Fair Value US$7 11.9% overvalued intrinsic discount
Rising EV Shift Will Undermine Legacy Revenue Base
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Fair Value US$8.5 7.9% undervalued intrinsic discount
Electrification And Global Demand Will Drive Driveline Growth
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Electrification And Global Demand Will Drive Driveline Growth
Key Takeaways Deeper integration from the Dowlais merger and manufacturing scale could significantly boost profitability, margins, and capital returns beyond expectations through expanded operational synergies. Accelerated electrification wins and supply chain localization trends position AAM for share gains, resilient revenue growth, and new high-margin revenue streams in global markets.Read more
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US$8.5
7.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
3.26% p.a.
Profit Margin
9.34%
Future PE
2.46x
Price in 2029
US$12.33
Rising EV Shift Will Undermine Legacy Revenue Base
Key Takeaways Heavy reliance on internal combustion engine programs increases vulnerability as EV adoption and regulatory shifts reduce demand for traditional driveline components. Planned merger and industry consolidation heighten financial and operational risks, while under-investment in innovation threatens future relevance and margin stability.Read more
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US$7
11.9% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
0.43% p.a.
Profit Margin
2.7%
Future PE
7.62x
Price in 2028
US$9.96
AXL: Dowlais Deal Will Shape Path As ICE Shift Risks Remain
Key Takeaways The Dowlais acquisition and EV contract wins are increasing diversification, validating technology, and supporting long-term revenue growth in expanding markets. Operational efficiencies, local sourcing, and strong financial management are improving profitability, resilience to trade risks, and overall financial flexibility.Read more
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US$7.09
10.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.76% p.a.
Profit Margin
4.47%
Future PE
4.36x
Price in 2028
US$10.08
Trending Discussion
Recently Updated Narratives
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AXL: Strong Q3 And 2025 EBITDA Guidance Will Support Higher Fair Value
Fair Value: US$8.5 7.9% undervalued intrinsic discount
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AN
AXL: Strong Q3 And Deal Progress Will Face Execution Tests
Fair Value: US$7 11.9% overvalued intrinsic discount
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AXL: Medium-Term Outlook Will Improve With Dowlais Deal And Stronger 2026 Guidance
Fair Value: US$7.09 10.5% overvalued intrinsic discount
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Snowflake Analysis
American Axle & Manufacturing Holdings, Inc. Key Details
About AXL
- Founded
- 1994
- Employees
- 19000
- CEO
- WebsiteView website
American Axle & Manufacturing Holdings, Inc., together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment provides range of products, such as engine, transmission, driveline, and safety-critical components for traditional internal combustion engine and electric vehicle architectures, including light vehicles, commercial vehicles, and off-highway vehicles, as well as products for industrial markets. It operates in North America, Asia, Europe, and South America. The company was founded in 1994 and is headquartered in Detroit, Michigan.
