BorgWarner
About: BorgWarner is a Tier I auto-parts supplier with three operating segments. The air management group makes turbochargers, e-boosters, e-turbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, powertrain sensors, and cabin heaters. The drivetrain and battery systems group produces automatic transmission components, torque management products, battery heaters, battery charging, and battery modules. The e-propulsion segment makes e-motors, power electronics, and software and control modules. The company's largest customers are Ford and Volkswagen at 14% and 11% of 2023 revenue, respectively. Geographically, Europe accounted for 36% of 2023 revenue, while Asia and North America were 34% and 29% apiece.
Employees: 39,900
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $50.2M | Put options by funds: $27.6M
5% more capital invested
Capital invested by funds: $7.24B [Q2] → $7.62B (+$380M) [Q3]
5% less funds holding
Funds holding: 626 [Q2] → 596 (-30) [Q3]
6.37% less ownership
Funds ownership: 98.49% [Q2] → 92.12% (-6.37%) [Q3]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q2] → 5 (-1) [Q3]
20% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 251
31% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 98
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
13%
upside
Avg. target
$42
30%
upside
High target
$50
57%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Wells Fargo Colin Langan 24% 1-year accuracy 8 / 33 met price target | 25%upside $40 | Overweight Maintained | 16 Dec 2024 |
Guggenheim Ronald Jewsikow 38% 1-year accuracy 9 / 24 met price target | 29%upside $41 | Buy Reiterated | 12 Dec 2024 |
Deutsche Bank Edison Yu 44% 1-year accuracy 4 / 9 met price target | 22%upside $39 | Hold Maintained | 4 Nov 2024 |
JP Morgan Ryan Brinkman 29% 1-year accuracy 12 / 41 met price target | 57%upside $50 | Overweight Maintained | 21 Oct 2024 |
Evercore ISI Group Chris McNally 50% 1-year accuracy 3 / 6 met price target | 35%upside $43 | Outperform Upgraded | 14 Oct 2024 |
Financial journalist opinion
Based on 8 articles about BWA published over the past 30 days
Positive
Zacks Investment Research
20 hours ago
BorgWarner (BWA) Upgraded to Buy: Here's What You Should Know
BorgWarner (BWA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
22 hours ago
Should Value Investors Buy BorgWarner (BWA) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
The Motley Fool
1 day ago
BorgWarner: Navigating the Auto Industry's Evolution
Explore the exciting world of BorgWarner (BWA -1.47%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
Positive
Zacks Investment Research
2 days ago
Here's Why BorgWarner (BWA) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
Zacks Investment Research
2 weeks ago
BWA or MOD: Which Is the Better Value Stock Right Now?
Investors interested in Automotive - Original Equipment stocks are likely familiar with BorgWarner (BWA) and Modine (MOD). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Zacks Investment Research
2 weeks ago
Are Investors Undervaluing BorgWarner (BWA) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Seeking Alpha
3 weeks ago
BorgWarner: Undervalued, But Not As Undervalued As You Might Think
BorgWarner is well-positioned for an automotive market reversal, with strong fundamentals and a solid business strategy, making it a "Buy" at $39/share. Despite EV market uncertainties and recent forecast cuts, BorgWarner's diversified tech and multi-year contracts offer long-term upside potential. The company's leadership in turbochargers and drivetrain tech, along with efficient management, supports a positive investment thesis.
Neutral
PRNewsWire
3 weeks ago
BorgWarner Included in Forbes' list of America's Best Employers for Engineers 2025 List
AUBURN HILLS, Mich. , Nov. 25, 2024 /PRNewswire/ -- BorgWarner has been awarded as America's Best Employers for Engineers 2025!
Positive
Zacks Investment Research
1 month ago
BorgWarner (BWA) Shows Fast-paced Momentum But Is Still a Bargain Stock
BorgWarner (BWA) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Neutral
GlobeNewsWire
1 month ago
UK Automotive Actuators Market, Forecast to 2032 Featuring Strategic Analysis of Continental, Robert Bosch, HELLA, BorgWarner, Denso, ZF, Valeo & More
Dublin, Nov. 19, 2024 (GLOBE NEWSWIRE) -- The "United Kingdom Automotive Actuators Market Report and Forecast 2024-2032" report has been added to ResearchAndMarkets.com's offering. The United Kingdom automotive actuators market size, aided by the increasing adoption of electric vehicles (EVs) and hybrid vehicles, is projected to grow at a CAGR of 7.7% between 2024 and 2032. The market was valued at $2.61 billion in 2024 and is anticipated to reach $4.72 billion by 2032. The United Kingdom automotive actuators market growth is being driven by several key trends that reflect the broader technological advancements and changing consumer preferences in the automotive industry. One of the most significant trends is the increasing adoption of electric vehicles (EVs) and hybrid vehicles. As the UK government pushes towards reducing carbon emissions and promoting sustainable transportation, the demand for EVs has surged. This shift necessitates advanced actuator systems to manage the unique requirements of electric powertrains, battery management systems, and regenerative braking mechanisms. The rise in EV adoption is therefore a critical driver for the growth of the market. Another prominent United Kingdom automotive actuators market trend is the integration of advanced driver-assistance systems (ADAS) and autonomous driving technologies. ADAS features such as adaptive cruise control, lane-keeping assist, automatic emergency braking, and parking assistance rely heavily on precise and reliable actuator systems. As these technologies become standard in modern vehicles, the demand for high-performance actuators that can deliver swift and accurate responses to sensor inputs is increasing. This trend is further accelerated by regulatory requirements and safety standards that mandate the inclusion of specific ADAS features in new vehicles. The emphasis on vehicle comfort and convenience is also shaping the United Kingdom automotive actuators market expansion. Consumers now expect higher levels of comfort and customisation in their vehicles, driving the demand for actuators in applications like automatic climate control, adjustable seating, power windows, and sunroofs. These comfort-oriented features require sophisticated actuator systems capable of delivering smooth and quiet operation, enhancing the overall driving experience. Technological advancements in actuator design and materials are shaping the United Kingdom automotive actuators market dynamics. Manufacturers are focusing on developing compact, lightweight, and energy-efficient actuators that can fit into the increasingly constrained spaces within modern vehicles. Innovations in smart actuators, which incorporate sensors and control electronics, are also gaining traction. These smart actuators offer improved performance, diagnostics, and integration capabilities, making them suitable for complex automotive applications. The shift towards electrification and the growing adoption of 48-volt electrical systems in vehicles is another notable United Kingdom automotive actuators market trend. These higher voltage systems provide greater power and efficiency for electrical components, including actuators. As a result, there is an increasing demand for actuators compatible with 48-volt systems, particularly in applications such as electric turbochargers, active suspension systems, and advanced braking systems. The transition to higher voltage systems aligns with the broader trend of enhancing vehicle performance while improving fuel efficiency and reducing emissions. Moreover, the focus on sustainability and reducing the environmental impact of automotive production is influencing the United Kingdom automotive actuators market development. Manufacturers are exploring eco-friendly materials and production processes to minimise the carbon footprint of actuator components. This includes the use of recyclable materials, reducing energy consumption during manufacturing, and adopting green supply chain practices. The sustainability trend is driven by both regulatory pressures and consumer demand for environmentally responsible products. The aftermarket segment of the market is also experiencing growth. As vehicles become more sophisticated, the need for replacement actuators in the aftermarket increases. This United Kingdom automotive actuators market trend is supported by the growing number of vehicles on the road equipped with advanced actuator systems, which require periodic maintenance and replacement due to wear and tear. The aftermarket provides opportunities for actuator manufacturers to offer high-quality replacement parts that meet or exceed original equipment standards. Market Segmentation The United Kingdom automotive actuators market can be divided based on type, product, vehicle type, and sales channel. Market Breakup by Type
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