JPMorgan Chase & Co. Forecasts Strong Price Appreciation for BorgWarner (NYSE:BWA) Stock

BorgWarner (NYSE:BWA) had its price objective upped by equities researchers at JPMorgan Chase & Co. from $56.00 to $76.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 15.03% from the stock’s current price.

Several other equities research analysts also recently issued reports on BWA. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research note on Wednesday, January 21st. Evercore raised their target price on BorgWarner from $50.00 to $53.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Barclays upped their target price on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research report on Thursday. UBS Group raised their price target on shares of BorgWarner from $46.00 to $49.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group upped their price target on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a report on Thursday. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, BorgWarner presently has a consensus rating of “Moderate Buy” and a consensus target price of $57.14.

BorgWarner Stock Down 0.0%

BorgWarner stock traded down $0.03 during midday trading on Thursday, hitting $66.07. 4,112,977 shares of the company were exchanged, compared to its average volume of 2,637,821. The company has a market cap of $14.13 billion, a PE ratio of 104.54, a price-to-earnings-growth ratio of 1.09 and a beta of 1.09. BorgWarner has a fifty-two week low of $24.40 and a fifty-two week high of $70.08. The company’s fifty day moving average price is $47.27 and its 200-day moving average price is $44.23. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.05 and a quick ratio of 1.69.

BorgWarner (NYSE:BWA) last issued its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.19. BorgWarner had a net margin of 0.94% and a return on equity of 16.72%. The company had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.49 billion. During the same quarter last year, the company earned $1.01 earnings per share. BorgWarner’s revenue for the quarter was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, research analysts predict that BorgWarner will post 4.28 EPS for the current fiscal year.

Institutional Investors Weigh In On BorgWarner

Large investors have recently made changes to their positions in the company. AQR Capital Management LLC boosted its stake in BorgWarner by 119.7% during the 3rd quarter. AQR Capital Management LLC now owns 7,518,776 shares of the auto parts company’s stock valued at $330,525,000 after purchasing an additional 4,095,902 shares in the last quarter. Norges Bank bought a new position in BorgWarner during the fourth quarter valued at about $156,794,000. Adage Capital Partners GP L.L.C. grew its holdings in BorgWarner by 233.6% during the second quarter. Adage Capital Partners GP L.L.C. now owns 1,111,000 shares of the auto parts company’s stock worth $37,196,000 after acquiring an additional 778,000 shares during the period. Electron Capital Partners LLC acquired a new stake in BorgWarner in the 3rd quarter valued at about $31,820,000. Finally, Robeco Institutional Asset Management B.V. boosted its position in shares of BorgWarner by 64.9% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 1,835,337 shares of the auto parts company’s stock valued at $82,700,000 after purchasing an additional 722,356 shares in the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

Key BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 beat — BorgWarner reported $1.35 EPS vs. consensus ~$1.16 and revenue of $3.57B (up 3.9% y/y), showing underlying strength in drivetrain and Morse systems that exceeded estimates. BorgWarner (BWA) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Multiple program awards — the company secured several production contracts (800V integrated drive modules, expanded battery management-system programs, a 48V eXD program in China, VTG turbocharger programs and a major North American REEV iDM/generator award), which underpin medium‑term revenue visibility in EV/HEV platforms. BorgWarner to Supply Premium European OEM with Integrated Drive Module for Hybrid Range Extended Vehicle
• Positive Sentiment: Shareholder returns & diversification — management reported returning about $630M to shareholders in 2025 and won a Master Supply Agreement for a turbine generator system to enter the data‑center market, adding revenue diversification beyond automotive. BorgWarner Reports 2025 Results and Provides 2026 Guidance; Returned Approximately $630 Million to Shareholders in 2025; Strategically Enters Data Center Market with Turbine Generator System Award
• Positive Sentiment: Profit & margin trends — Reuters and other summaries highlight higher quarterly profit driven by powertrain demand and cost‑saving measures, supporting the view that operational improvements are lifting profitability even as EV transitions continue. BorgWarner quarterly profit rises on powertrain demand, cost-saving measures
• Neutral Sentiment: Momentum/ratings commentary — analysts and style‑score pieces highlight momentum attributes that may attract growth/momentum investors, but these are sentiment drivers rather than hard fundamentals. Why BorgWarner (BWA) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Documentation available — full call transcript, slide deck and presentations were released (useful for modeling but not new news). BorgWarner (BWA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Slightly soft FY2026 guidance — management set FY26 EPS at $5.00–$5.20 and revenue $14.0–14.3B, which is marginally below some consensus figures; this tempering of guidance may limit further multiple expansion until visibility improves. BorgWarner Reports 2025 Results and Provides 2026 Guidance; Returned Approximately $630 Million to Shareholders in 2025; Strategically Enters Data Center Market with Turbine Generator System Award

BorgWarner Company Profile

BorgWarner Inc is a global automotive supplier specializing in propulsion and drivetrain solutions for combustion, hybrid and electric vehicles. The company’s product portfolio includes turbochargers, thermal management systems, transmission components, e-Propulsion modules and advanced fuel-efficiency technologies. BorgWarner serves original equipment manufacturers (OEMs) across passenger cars, light trucks and commercial vehicles, supporting both legacy internal-combustion engines and emerging electrification trends.

Founded in 1928 through the merger of several driveline companies, BorgWarner has grown through strategic acquisitions and continuous investment in research and development.