$BWA 0.55 Developing

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• @wallstengine bullish 33 eng

  UBS Upgrades $BWA to Buy from Neutral, Raises PT to $95 from $61 Analyst comments: "We see the company as the supplier best positioned to benefit from non-auto opportunities. By 2030, we forecast approximately 23% of revenue and 30% of EBIT coming from non-auto markets, including power generation, battery energy storage systems (BESS), and 800V applications. This not only supports EPS growth (~19% CAGR from 2027-2030) but should also enable multiple expansion. While the stock has already moved higher (+$14/share since 1Q26 earnings), we believe there is still additional upside. Holding all other assumptions equal, we estimate the market is pricing in roughly 1.8GW of power generation revenue in 2030 versus our forecast of 3.6GW. Upcoming catalysts include: a) additional TurboCell customer announcements, b) TurboCell capacity expansion announcements, c) battery energy storage system and/or micro-grid inverter customer awards, and d) indications of power electronics opportunities in 800VDC data centers. In our upside scenario, we see approximately 29% of 2030 revenue and 39% of 2030 EBIT coming from non-auto opportunities, with the stock potentially approaching $140." Analyst: Joseph Spak

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