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Last update: Oct 29, 2026, 1:12 PM ET
BorgWarner Inc.
$53.86▼ 3.70% today
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Why BorgWarner Inc. (BWA) stock moved

Updated Oct 29, 2026

BorgWarner Inc. (BWA) shares fell 3.7% to $53.86 as of October 29, 2026, a moderate decline from the prior close of $55.93. BestStocks flagged the session as a major change for BWA. The move is tied to an earnings beat. Below, we break down what changed for BWA, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

Earnings Beat

BorgWarner Inc. (BWA) reported EPS of $1.39 vs. consensus estimate of $1.25, beating by 11.2%. Monitor BWA's next earnings announcement and any guidance updates for confirmation of sustained profitability trends.

This summary describes the catalyst and move as first detected on Oct 29, 2026, 10:08 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsMedium confidence
Rel. volume
0.9×
Below Avg
Vs peers
—
No comparable peers
Market cap
$11.0B
New York Stock Exchange
Analyst target
$87
+60.7% vs price
Price chart
Sep 28 – Oct 29
EVNVFNNNN$54$59$63Sep 28Oct 6Oct 14Oct 21Oct 29
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for BorgWarner Inc. investors

For BorgWarner Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Earnings beat — stock sold off (sell-the-news reaction). Weighing against that: Negative session, down 3.7%; BorgWarner reported third-quarter 2026 results that beat earnings estimates and raised full-year adjusted EPS guidance, alongside 9 new portfolio awards (PR Newswire, Zacks). Wall Street's consensus price target sits at $86.56, implying +60.7% upside from $53.86. Over the past 90 days analysts logged 2 upgrades and 0 downgrades. BestStocks rates the overall signal quality medium (66/100). With earnings roughly 105 days out, the next report is the most likely near-term test of the move.

BWA price reaction

BWA last traded at $53.86, down $2.07 (-3.70%) from the previous close of $55.93. The session traded on 0.9× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $53.86 and $63.36, and it currently sits about 0% of the way up that band.

Bullish and bearish analyst opinions on BorgWarner Inc. (BWA)

Latest catalysta mixed signal
The latest catalyst — an earnings beat the stock sold off — it cuts both ways, with the event and the market's reaction pointing in different directions.

The consensus analyst price target on BorgWarner Inc. (BWA) is $86.56, 60.7% above the recent $53.86. Over the past 90 days analysts logged 2 upgrades, 5 maintains, and 0 downgrades. Here is how the bullish and bearish cases on BWA line up.

The bullish case

  • Wall Street's consensus price target of $86.56 implies +60.7% upside from $53.86.
  • The Street's most bullish target is $95.00 (+76.4%).
  • 2 analyst upgrades in the past 90 days, most recently B of A Securities to Buy (2026-10-15).
  • Earnings beat — stock sold off (sell-the-news reaction).

The bearish case

  • Negative session, down 3.7%.
  • BorgWarner reported third-quarter 2026 results that beat earnings estimates and raised full-year adjusted EPS guidance, alongside 9 new portfolio awards (PR Newswire, Zacks).
Bull vs bear balanceBearish Shift
BearishNeutralBullish
The latest catalyst moved the balance toward the bulls — the hollow tick marks where it sat before.

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 29, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $87+60.7%
↑ 2 upgrades= 5 maintains
B of A Securities upgraded to Buy · 2026-10-15
SEC filings watch
8-K2026-10-29
Material event — review for impact
high
8-K2026-09-04
Material event — review for impact
high
8-K2026-08-10
Material event — review for impact
high
10-Q2026-08-05
Quarterly financial results
medium
Peer context
BWA-3.7%

Previous notable changes for BWA

Risk2026-10-29-3.7%via PR Newswire ↗
BorgWarner reported third-quarter 2026 results that beat earnings estimates and raised full-year adjusted EPS guidance, alongside 9 new portfolio awards (PR Newswire, Zacks). Despite the positive earnings surprise, the stock declined 2.93% to $54.29 intraday. Volume of 766,574 shares is running 1.81x normal pace for this point in the session.
Filings2026-10-29-3.7%
BorgWarner Inc. (BWA) filed an 8-K on October 29, 2026. The audit found no earnings announcement, analyst rating or price-target change, or other disclosed corporate action in the filing.
News2026-10-29-3.7%
BWA reported Q3 EPS of $1.39, beating consensus estimate of $1.24 by 12%.
News2026-10-26+0.3%
BWA's Q2 2026 EBITDA rose to $530M from $482M, demonstrating profit expansion despite mixed segment performance.
Upcoming catalysts & outlook
Next earnings
2027-02-11 (est.)
in 105 days
Earnings Release
2027-02-11
High impact
Thesis shift
Bearish Shift
bearish signal
Risk level
Medium
from change events

Frequently asked questions about BWA

Why did BorgWarner Inc. (BWA) stock move?

BWA fell 3.7% to $53.86. The move is associated with an earnings beat.

How much did BWA stock fall?

BWA lost 3.70% ($2.07) versus the prior close of $55.93, last trading at $53.86 on 0.9× average volume.

When is BorgWarner Inc.'s next earnings date?

BWA's next earnings report is estimated for 2027-02-11 — about 105 days away.

What is the analyst price target for BWA?

The consensus analyst price target for BWA is $86.56, about 60.7% above the current $53.86. Over the past 90 days, analysts recorded 2 upgrades, 5 maintains, and 0 downgrades.

How BestStocks tracks BWA

This page is generated automatically by BestStocks' change-detection system after an earnings beat was detected and verified against independent data sources. It draws on 20 tracked change events for BWA, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 29, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataFMP earnings & estimatesSEC EDGAR filingsCompany news feedsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.