American Axle (AXL)

• Market cap: $395M
• 1 day: 3.73%
• 5 days: 7.40%
• 1 month: -26.75%
• 3 months: -43.29%
• 6 months: -46.90%
• Year to date: -42.01%
• 1 year: -51.94%
• 5 years: -10.70%
• 10 years: -86.48%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: American Axle & Mfg Holdings Inc is engaged in manufacturing, engineering, designing, and validation of driveline systems and related components and chassis modules for light trucks, SUVs, crossover vehicles, passenger cars, and commercial vehicles. The company's segment includes Driveline and Metal Forming. It generates maximum revenue from the Driveline segment.

Employees: 19,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

70% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $6.19M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 69

4% more funds holding

Funds holding: 224 [Q3] → 233 (+9) [Q4]

2.81% more ownership

Funds ownership: 93.08% [Q3] → 95.89% (+2.81%) [Q4]

3% less capital invested

Capital invested by funds: $677M [Q3] → $657M (-$19.3M) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $3.50 5% upside
• Avg. target: $5.90 77% upside
• High target: $8 140% upside

5 analyst ratings

• positive: 1 20%
• neutral: 4 80%
• negative: 0 0%

RBC Capital Tom Narayan 27% 1-year accuracy 7 / 26 met price target	50% upside $5	Sector Perform Reiterated	16 Apr 2025
UBS Joseph Spak 25% 1-year accuracy 4 / 16 met price target	5% upside $3.50	Neutral Maintained	10 Apr 2025
Morgan Stanley Armintas Sinkevicius 0% 1-year accuracy 0 / 1 met price target	140% upside $8	Overweight Maintained	3 Mar 2025
RBC Capital Mark Fielding 0 / 0 met price target	80% upside $6	Sector Perform Reiterated	18 Feb 2025
Barclays Dan Levy 16% 1-year accuracy 6 / 38 met price target	110% upside $7	Equal-Weight Maintained	22 Jan 2025