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BorgWarner
BWA

$33.13
0.36%
 

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 6,702 funds
0
Analysts bullish %
of 14 analysts
0
News positive %
of 11 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

21% more call options, than puts

Call options by funds: $49.8M | Put options by funds: $41.3M

1.0% more ownership

Funds ownership: 93.39% [Q4 2023] → 94.39% (+1.0%) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2023] → 5 (+0) [Q1 2024]

4% less capital invested

Capital invested by funds: $7.87B [Q4 2023] → $7.54B (-$330M) [Q1 2024]

5% less funds holding

Funds holding: 658 [Q4 2023] → 622 (-36) [Q1 2024]

21% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 268

32% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 112

Research analyst outlook

14 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$34
3%
upside
Avg. target
$42
27%
upside
High target
$52
57%
upside

14 analyst ratings

10 positive
71%
neutral
29%
negative
0%
Citigroup
Itay Michaeli
24%upside
$41
Neutral
Maintained
6 May 2024
Barclays
Dan Levy
36%upside
$45
Overweight
Maintained
6 May 2024
TD Cowen
Jeffrey Osborne
21%upside
$40
Buy
Maintained
3 May 2024
Wells Fargo
Colin Langan
36%upside
$45
Overweight
Maintained
3 May 2024
Oppenheimer
Noah Kaye
21%upside
$40
Outperform
Maintained
3 May 2024

Financial journalist opinion

Based on 11 articles about BWA published over the past 30 days