BorgWarner stock lost 1.58 percent while UBS cut its target

Published on 10/08/2026 at 06:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS lowered its target to USD 91 from USD 95 on October 7, 2026, while Q2 adjusted EPS reached USD 1.42. The next results webcast is set for October 29, 2026.

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BorgWarner Inc. (ISIN US0997241064) was last at USD 62.36 on the NYSE on October 7, 2026 at 4:00 p.m. ET, down 1.58 percent. Markets Insider reported that UBS lowered its BorgWarner price target to USD 91 from USD 95 on October 7, 2026, while keeping a Buy rating.

UBS lowers target to USD 91

The UBS change puts the target 45.9 percent above the October 7 NYSE price. The research note also said third-quarter supplier earnings could be in line to slightly below consensus, with attention turning to 2026 guidance and 2027 commentary.

UBS remains below consensus on BorgWarner's 2027 earnings outlook, according to Markets Insider. That makes the October 29 reporting date an important checkpoint for whether margin and earnings revisions stabilize.

Q2 earnings beat estimates

In the second quarter of 2026, BorgWarner delivered adjusted EPS of USD 1.42, up 17.4 percent from USD 1.21 a year earlier. Zacks reported that the result exceeded its USD 1.26 consensus estimate by 12.7 percent.

Second-quarter net sales increased 0.3 percent year over year to USD 3.65 billion, beating the USD 3.58 billion consensus by 1.8 percent. Adjusted operating margin expanded to 11.3 percent from 10.3 percent, although organic sales declined 1.2 percent, according to Zacks.

The company raised its full-year 2026 adjusted EPS guidance to USD 5.05-5.30 from USD 5.00-5.20. It kept its sales outlook at USD 14.0-14.3 billion and its adjusted operating margin forecast at 10.7-10.9 percent, while Battery Energy Systems sales were expected to fall by USD 250 million, Zacks reported.

Consensus target stays above USD 78

MarketBeat reported a Moderate Buy consensus from 15 brokerages on September 30, 2026. Nine firms rated the stock Buy and six rated it Hold, with an average 12-month target of USD 78.86, 26.5 percent above the October 7 NYSE price.

The market picture remains divided between improved quarterly profitability and a weaker organic sales trend. BorgWarner's product base spans propulsion, drivetrain, thermal-management and emissions technologies for combustion, hybrid and electric vehicles, according to MarketBeat.

Stock remains below its yearly high

BorgWarner stock was last at USD 62.36 on the NYSE on October 7, 2026 at 4:00 p.m. ET. The session range was USD 61.12 to USD 62.67, volume reached 2,219,840 shares, and the market capitalization stood at USD 12.8 billion.

The 52-week range was USD 40.50 to USD 78.82 as of October 7, 2026, leaving the stock 20.9 percent below its yearly high. For investors, the October 29 update will put UBS's revised USD 91 target alongside the company's latest operating figures.