Home / Business and Economy / BorgWarner Powers Up for EV Future
BorgWarner Powers Up for EV Future
21 Jun
Summary
- Analysts see significant near-term AI demand opportunity.
- UBS upgraded BorgWarner, citing non-auto segment growth.
- Company maintains strong 2026 financial outlook.
BorgWarner Inc. is identified as one of the top EV stocks for investment. Analysts point to a significant opportunity stemming from AI-driven data center demand, with its TurboCell product poised to benefit as automakers and suppliers expand into non-automotive markets.
Recent analyst upgrades underscore BorgWarner's strategic positioning. UBS upgraded its rating, anticipating that non-auto segments will contribute substantially to revenue and earnings by 2030. This shift is expected to drive strong annual earnings growth.
The company has reaffirmed its 2026 financial projections. BorgWarner anticipates net sales between $14.0 billion and $14.3 billion, with adjusted earnings per share projected to be between $5.00 and $5.20.
