BorgWarner price target lowered to $40 from $45 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on BorgWarner (BWA) to $40 from $45 and keeps an Overweight rating on the shares. U.S. auto supplier results were “neutral to positive” in Q4, but weak 2025 outlooks largely weighed on stock reactions, notes the analyst, who adds that valuations in the group are near multi-year lows, but “for good reason.” Share shifts among automakers, trade policy, and a potentially weakening consumer “add further risks to 2025 outlooks,” the analyst tells investors in an earnings recap note on the auto supplier group.