-
BorgWarner recently announced that it will host a webcast for its 2025 fourth-quarter and full-year results conference call on February 11, 2026, giving investors a dedicated forum to hear management’s latest update on the business.
-
Ahead of that event, a Piper Sandler analyst downgraded the stock while highlighting the challenges and uncertainties around BorgWarner’s shift toward an electric vehicle-focused parts portfolio.
-
We’ll now examine how Piper Sandler’s more cautious stance on BorgWarner’s EV transition shapes the implications for its existing investment narrative.
Uncover the next big thing with financially sound penny stocks that balance risk and reward.
To own BorgWarner, you need to believe it can shift its portfolio toward electric and hybrid content while managing pressure in legacy combustion and its Battery and Charging Systems segment. Piper Sandler’s downgrade highlights execution risk around that EV transition but does not materially change the near term focus on stabilizing BCS profitability and proving that electrified wins can offset headwinds in traditional product lines.
The upcoming February 11, 2026 webcast for BorgWarner’s 2025 fourth quarter and full year results will be an important check on that thesis, as management updates investors on electrification progress, BCS trends and capital deployment, including dividends and share repurchases. How clearly BorgWarner links its EV centric portfolio plans to recent guidance and margin targets could shape how much weight investors put on the more cautious analyst stance.
Yet investors should be aware that ongoing weakness and volatility in the Battery and Charging Systems segment could…
Read the full narrative on BorgWarner (it’s free!)
BorgWarner’s narrative projects $16.0 billion revenue and $1.0 billion earnings by 2028.
Uncover how BorgWarner’s forecasts yield a $50.00 fair value, a 5% upside to its current price.
Two Simply Wall St Community fair value estimates, from US$50 to about US$70.94, show how widely individual views can differ. You should weigh this spread against concerns about prolonged pressure in BorgWarner’s Battery and Charging Systems segment and consider how different scenarios could affect the business over time.
Explore 2 other fair value estimates on BorgWarner – why the stock might be worth as much as 49% more than the current price!
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
Opportunities like this don’t last. These are today’s most promising picks. Check them out now:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BWA.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com