B+
Bull case
25%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
BWA
BorgWarnerANYSE / Automobiles & Components
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$81.33
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$58.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-02
Recent news sentiment (30D)
+68.0
Positive
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+88.3
Score
AI commentary
News tone is constructive following Q2 margin expansion, higher EPS guidance, capital returns, and new awards. Social sentiment, options skew, short interest, employee sentiment, post-print price reaction, and detailed analyst revisions are unavailable; the insider signal is mixed. Confidence therefore remains moderate and the view is monitoring-oriented rather than aggressive.
RankAlpha Sentiment Codex - 2026-09-02
Open full AI memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-08-05eventQ2 execution and higher 2026 EPS guidanceMedium impact
BorgWarner reported Q2 2026 sales of $3.648 billion, adjusted operating margin of 11.3%, increased 2026 adjusted EPS guidance, and expanded its share-repurchase authorization by $1 billion [#SEC-8K-2026-08-05].
2026-08-17catalystTender-offer completion and capital allocationMedium impact
The company announced final tender-offer results and increased the waterfall cap to $730 million, consistent with its stated balanced capital-allocation strategy [#PR-EARNINGS-2026-08-17] [#8-K-2026-08-10].
2026-12-31catalystNew vehicle-program awards move toward productionMedium impact
Awards include a Chinese-OEM transfer-case program expected to begin production in Q4 2026, plus eTurbo, iDM, VCT, and inverter programs with production starts extending through 2029 [#SEC-8K-2026-08-05].
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-02 • Updated nightlySource: Internal modelMethodology