B of A Securities Raises BorgWarner (BWA) Price Target to $85

B of A Securities has upgraded BorgWarner's rating to Buy and raised its price target significantly, a 45.70% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:30 PM EDT

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B of A Securities raised its price target on BorgWarner Inc. ($BWA) to $85 from $78 on October 15, 2026, and rates the stock "Buy".

Since the rating, $BWA is down 0.9% to date (from the $58.67 close on Oct 15, 2026).

BWA BorgWarner Inc.

$58.13 +25.63% year to date

Daily close · Oct 16, 2026

Key Points

On October 15, 2026, B of A Securities raised its rating on BorgWarner Inc. to Buy and increased its price target from $78.0 to $85.0.
B of A Securities's $85 price target implies 45.70% upside from BorgWarner Inc.'s ($BWA) current $58.34 share price.
BorgWarner shares recently traded at $58.34, which is about 31.4% below the new analyst target.
The company is set to report its next earnings on October 29, 2026, with a trailing twelve-month revenue of approximately $14.34 billion.

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B of A Securities upgraded its rating on BorgWarner Inc. (NYSE: BWA) to Buy on October 15, 2026, and raised its price target from $78.0 to $85.0. This change reflects a more positive outlook for the company, which operates in the consumer cyclical sector, specifically providing technology solutions for vehicles.

Analyst rating track record

B of A Securities vs. the S&P 500

YTD return -11.66% hypothetical

All-time return -11.66% S&P 500 +2.29%

vs. S&P 500 -13.95% behind the index

Hypothetical returns from B of A Securities's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in BorgWarner

Several institutional investors have adjusted their positions in BorgWarner recently. Blackrock Inc. reduced its holdings by 1,751,229 shares, finishing with 25,273,906 shares worth about $1.47 billion. Vanguard Portfolio Management LLC also cut its stake, decreasing by 888,162 shares to hold 12,630,285 shares valued at approximately $733.9 million. Dimensional Fund Advisors LP trimmed its position by 130,000 shares, ending with 11,796,622 shares worth about $685.5 million. Vanguard Capital Management LLC and State Street Corporation made minor reductions as well.

BorgWarner Inc. Stock Down 0.3%

BorgWarner shares are currently trading at $58.34, which is below both the 50-day moving average of $63.97 and the 200-day average of $60.15. The stock is also 26% lower than its 52-week high of $78.82, but trades 43.2% above its 52-week low of $40.73.

12-month forecast

$BWA price target

BorgWarner Inc. daily closes and this analyst's $85 target. Not advice.

Recent Earnings

BorgWarner reported trailing twelve-month revenue of about $14.34 billion, with a net margin of 2.9% and a return on equity of 8.1%. The company's revenue growth year-over-year stands at 0.3%. The next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at BorgWarner Inc.

In recent insider activity, Director Rajesh Kalathur bought 7,407 shares at an average price of $67.59 on August 19, 2026, totaling about $500,664. Other insiders, including Officer Antony B.

Analysts Set New Price Targets

On October 15, 2026, B of A Securities upgraded its rating on BorgWarner to Buy and raised its price target to $85.0 from a previous target of $78.0. Other firms like JP Morgan and RBC Capital have also provided positive ratings, with targets reaching as high as $95.0 from Morgan Stanley. The consensus target price is around $81.33, based on 15 analyst opinions.

About BorgWarner Inc.

BorgWarner Inc. is a global leader in providing technology solutions for combustion, hybrid, and electric vehicles. The company operates through various segments, including Turbos & Thermal Technologies, Drivetrain & Morse Systems, and Battery & Charging Systems. The recent upgrades from analysts highlight a growing confidence in the company's future performance in the automotive technology space.

Bottom Line

Investors should keep an eye on BorgWarner as it prepares for its next earnings report on October 29, 2026. The recent upgrade by B of A Securities to a Buy rating and the new price target of $85 suggest a more optimistic outlook for the company. Keep an eye on further analyst updates and institutional activity in the coming weeks.