Core Viewpoint - The presentation at the Barclays Industrial Select Conference highlights BorgWarner's leadership in powertrain technologies and its expansion into various markets [1] Group 1: Company Overview - BorgWarner is recognized as a leader in powertrain technologies [1] - The company is actively expanding its presence in different markets [1] Group 2: Key Personnel - The presentation features Joe Fadool, the President and CEO of BorgWarner [1] - Craig Aaron serves as the CFO of the company [1] - Pat Nolan leads the Investor Relations (IR) team [1]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

BorgWarner (NYSE:BWA) FY Conference February 19, 2026 09:15 AM ET Company ParticipantsCraig Aaron - CFOJoe Fadool - President and CEOConference Call ParticipantsDan Levy - Senior Equity Research AnalystDan LevyThank you everyone, for joining as we continue Day 3 of the Barclays Industrial Select Conference. I'm Dan Levy. I lead U.S. Autos and Mobility Coverage at Barclays, and very pleased to have with us BorgWarner, leader in powertrain technologies and expanding to different markets, as we're gonna discus ...

BorgWarner Awards Baby Borg Trophies to Alex Palou and Chip Ganassi for 2025 Indianapolis 500 Win [Accessibility Statement] Skip Navigation--- Ceremony took place at the Unser IndyCar Open Test at Phoenix Raceway- Marks first Baby Borg for Alex Palou and seventh for team owner Chip GanassiAUBURN HILLS, Mich., Feb. 18, 2026 /PRNewswire/ -- BorgWarner presented 2025 Indianapolis 500 winner Alex Palou with his very own Championship Driver's Trophyâ"¢, fondly referred to as the 'Baby Borg.' The 20-inch trophy i ...

Core Insights - The article does not provide specific insights into any companies or industries, focusing instead on disclaimers and disclosures related to investment positions and advice [1][2][3] Group 1 - There are no stock, option, or similar derivative positions held by the author in any mentioned companies, nor are there plans to initiate such positions in the near future [1] - The information is intended solely for informational purposes and should not be construed as a solicitation to buy or sell securities [2] - Past performance is not indicative of future results, and no specific investment recommendations are provided [3]

Core Viewpoint - Goldman Sachs has raised price targets by over 10% on four blue-chip dividend stocks, indicating optimism about their future performance and potential for growth [1]. Group 1: Price Target Increases - Goldman Sachs raised the price target for Applied Materials from $310 to $390, reflecting a significant increase of 26% [1]. - The price target for Belden was increased from $144 to $175, representing a 21.5% rise [1]. - BorgWarner's target price was raised from $54 to $78, marking a 44.4% increase [1]. - Cameco's price target was increased from $115 to $131, which is a 13.9% rise [2]. Group 2: Company Profiles - **Applied Materials**: A semiconductor capital equipment company that provides solutions for the semiconductor and display industries, operating in three segments: Display, Applied Global Services, and Semiconductor Systems [1]. - **Belden**: A global supplier of connection solutions, focusing on network infrastructure and broadband solutions, with applications in various vertical markets including healthcare and data centers [1]. - **BorgWarner**: Engaged in clean-technology solutions for vehicles, the company operates in four segments, including PowerDrive Systems and Battery & Charging Systems, focusing on electric and hybrid vehicle technologies [1]. - **Cameco**: A Canadian company that supplies uranium fuel for nuclear reactors, involved in uranium mining and refining, with operations at Cigar Lake and McArthur River mines [2].

The significant negative revisions to EV buildout plans have forced many would-be suppliers to rethink their strategies. BorgWarner ( BWA ) has chosen to embrace a flexible approach where it maintains its capabilities in EV powertrain components while looking for otherAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BWA, FR.FP, ACLLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving comp ...

Core Insights - BorgWarner Inc. is a leader in providing innovative and sustainable mobility solutions for the automotive industry, specializing in powertrain products such as turbochargers, transmissions, and electric vehicle components [1] - Deutsche Bank has set a price target of $82 for BorgWarner, indicating a potential upside of 24.05% from its current trading price of $66.10 [1][5] Financial Performance - BorgWarner's quarterly earnings per share (EPS) was $1.35, exceeding analysts' expectations of $1.16 by $0.19 [2][5] - The company's revenue for the quarter was $3.57 billion, surpassing analyst estimates of $3.49 billion, representing a 3.9% increase compared to the same quarter last year [3][5] - The company has a net margin of 0.94% and a return on equity of 16.72% [3][5] - Fiscal year 2026 guidance is set at an EPS range of 5.00 to 5.20, indicating confidence in future growth [3][5] Stock Performance - The stock price increased to $66.10, marking a 22.45% increase from previous levels, with a change of $12.12 [4] - The stock has fluctuated between a low of $54.35 and a high of $68.82 over the past year, with the lowest price being $24.40 [4] - BorgWarner's market capitalization is approximately $14.3 billion, with a trading volume of 13,259,647 shares on the NYSE [4]

Core Viewpoint - BorgWarner Inc. has demonstrated strong financial performance, leading to increased investor confidence and a positive outlook for future earnings growth, as reflected in recent upgrades and trading activity [1][5]. Financial Performance - BorgWarner reported quarterly earnings with an earnings per share (EPS) of $1.35, exceeding analysts' expectations of $1.16 by $0.19 [3][5]. - The company achieved a revenue of $3.57 billion for the quarter, surpassing the anticipated $3.49 billion, which represents a 3.9% increase compared to the same period last year [3]. Market Activity - Following the earnings announcement, BorgWarner experienced a significant increase in trading volume, rising to approximately 2.86 million shares, a 33% increase from the previous session's 2.14 million shares [2]. - The stock price increased to $65.26, up from $53.98, reflecting heightened investor confidence [2]. Future Guidance - BorgWarner has set its fiscal year 2026 guidance with an EPS range of 5.00 to 5.20, indicating strong expectations for future performance [4][5]. - The company also announced a quarterly dividend, further demonstrating its commitment to returning value to shareholders [4]. Stock Rating - Deutsche Bank upgraded BorgWarner to a "Buy" rating, which has positively influenced the stock's trading activity and investor sentiment [1][5].

Core Viewpoint - The article summarizes significant rating changes from Wall Street, highlighting companies with upgraded, downgraded, and newly initiated ratings, which are crucial for investors to consider. Upgraded Ratings - Shopify (SHOP) upgraded from Hold to Buy by Cowen Group with a target price of $159, citing valuation advantages as the stock has dropped 30% this year and strong quarterly performance provides an attractive entry point [2] - BorgWarner (BWA) upgraded from Hold to Buy by Deutsche Bank, with the target price raised from $46 to $82, noting the company's critical transformation into the AI data center market [2] - Analog Devices (ADI) upgraded from Equal Weight to Overweight by Barclays, with the target price increased from $315 to $375, emphasizing its high industrial business share in the analog chip sector [2] - MercadoLibre (MELI) upgraded from Neutral to Overweight by JPMorgan, with the target price raised from $2650 to $2800, due to more attractive valuations following recent stock price weakness [2] - Fastly (FSLY) upgraded from Market Perform to Outperform by William Blair, with no target price set, highlighting exceptional quarterly performance driven by increased AI traffic contributions [2] Downgraded Ratings - Coinbase (COIN) downgraded from Buy to Sell by Monness Crespi, with a target price of $120, as the firm revised down earnings forecasts ahead of its quarterly report, deeming previous assumptions about a steady recovery in cryptocurrency by 2026 as overly optimistic [3] - Kraft Heinz (KHC) downgraded from Neutral to Underweight by JPMorgan, with the target price lowered from $24 to $22, despite exceeding fourth-quarter expectations, as 2026 organic sales and profit outlooks fall short of market expectations [3] - Icon (ICLR) downgraded from Neutral to Underperform by Bank of America, with a significant target price cut from $195 to $75, due to an internal investigation revealing potential revenue inflation [3] - Inspire Medical (INSP) downgraded from Overweight to Equal Weight by Wells Fargo, with the target price reduced from $145 to $70, citing uncertainties in reimbursement policies affecting stock prices [4] - Humana (HUM) downgraded from Outperform to Market Perform by Royal Bank of Canada, with the target price lowered from $322 to $189, as the risk-reward balance has become neutral following strong growth amid reimbursement policy uncertainties [4] Initiated Coverage - Microchip Technology (MCHP) initiated coverage with a Neutral rating and a target price of $80 by Barclays, noting risks of market share loss in the microcontroller sector [5] - ON Semiconductor (ON) initiated coverage with a Neutral rating and a target price of $75 by Barclays, highlighting high exposure to the Chinese market and automotive sector as a suppressive factor [5] - Sterling Infrastructure (STRL) initiated coverage with a Buy rating and a target price of $486 by Stifel, as the largest earthmoving contractor in the U.S. is expected to benefit from long-term growth themes [5] - D-Wave Quantum (QBTS) initiated coverage with a Buy rating and no target price set by Cowen Group, citing the company's leading position in quantum annealing driving growth and high margins [5] - Immunome (IMNM) initiated coverage with a Buy rating and a target price of $40 by H.C. Wainwright, as the company builds a differentiated pipeline in oncology with significant advantages in solid and hematologic tumors [5]