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BWA

BorgWarner

$40.41

0.26 (0.65%)

06:37
02/14/19
02/14
06:37
02/14/19
06:37

BorgWarner sees FY19 EPS $4.00-$4.35, consensus $4.57

Sees FY19 revenue $9.9B-$10.37B, consensus $10.83B. Full year organic growth over the company's estimated light vehicle market exposure is expected to be 250 to 400 basis points. This implies year over year organic sales change of down 2.5% to up 2.0%. The company expects its light vehicle market exposure to decline by 2.0% to 5.0% in 2019. Foreign currencies are expected to decrease sales by $280 million, due to the depreciation of the Euro and Chinese Yuan. The divestiture of the thermostat product line will decrease sales by approximately $98 million. Excluding the impact of noncomparable items, operating margin is expected to be in the range of 11.9% to 12.2%.

  • 14

    Feb

BWA BorgWarner
$40.41

0.26 (0.65%)

12/13/18
DBAB
12/13/18
INITIATION
DBAB
Deutsche Bank initiates auto sector with cautious view
Deutsche Bank analyst Emmanuel Rosner initiated coverage of the auto sector with a cautious view. Rosner said this view reflects "cyclical and macro risks for the industry across the globe, as well as secular pressure from the shift towards electrified vehicles and autonomous shared mobility." The analyst favors suppliers with "secular growth potential through adoption of their technology," and as such, initiated Aptiv (APTV) and BorgWarner (BWA) with Buy ratings. Rosner also saw value in "suppliers that can maintain organic growth through share gains or favorable end-markets, and have favorable operational track record," and as such, initiated Dana Inc (DAN) and Lear Corporation (LEA) with Buy ratings. The analyst also started General Motors (GM) and Ford (F) with Buy ratings, citing "large potential upside from restructuring and portfolio decisions, favorable product mix and cycle, and value optionality from their efforts in Mobility." Rosner said he was negative on stocks facing secular pressure or market share loss, adding that he sees downside risk in Autoliv (ALV) and Veoneer (VNE), which he initiated with Sell ratings.
01/07/19
MSCO
01/07/19
NO CHANGE
MSCO
Morgan Stanley sees most, if not all, auto suppliers guiding below consensus
Ahead of the Detroit auto show, Morgan Stanley analyst Armintas Sinkevicius said he expects that most, if not all, auto suppliers will provide 2019 guidance that is lower than consensus. He sees the most downside risk to Visteon (VC) and Adient (ADNT), estimating that they may guide adjusted EBITDA 6.4% and 5.0% below consensus, respectively. Not everyone will provide guidance at the show, as American Axle (AXL) and Delphi Technologies (DLPH) gave guidance with Q3 earnings and Aptiv (APTV) and BorgWarner (BWA) plan to wait for Q4 earnings, added Sinkevicius. He estimates that, on average, the auto suppliers will guide to 1.5% revenue growth and -25 bps of margin contraction in 2019, adding that his concern is that the guidance provided at Detroit may not sufficiently de-risk figures. Others in the space include Lear (LEA), Tenneco (TEN) and Magna (MGA).
01/28/19
BMOC
01/28/19
NO CHANGE
BMOC
BorgWarner, Gentherm, Visteon, Autolive price targets raised at BMO Capital
BMO Capital analyst Richard Carlso is turning more bullish on the auto and mobility equipment industry, saying the sentiment from the most recent CES, Detroit Auto Show, and GM's (GM) Capital Markets Day events has shifted his outlook from "cautious" to "cautiously optimistic". The analyst attributes the snap-back rally in the sector stocks' prices to increased optimism over the impact of lingering trade issues and outlooks from companies that have so far updated on their Q4 performance, all of which suggested that the 2018-end declines were overextended. Carlson is raising his price target on Autoliv (ALV) to $84 from $79, on Gentex (GNTX) to $27 from $24, on Aptiv (APTV) to $84 from $74, on Veoneer (VNE) to $41 from $36, on BorgWarner (BWA) to $49 from $44, and on Visteon (VC) to $91 from $84.
02/13/19
GHSC
02/13/19
INITIATION
GHSC
Neutral
BorgWarner initiated with a Neutral at Seaport Global

TODAY'S FREE FLY STORIES

MBIO

Mustang Bio

$4.15

(0.00%)

, FBIO

Fortress Biotech

$2.15

-0.01 (-0.46%)

10:05
02/20/19
02/20
10:05
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10:05
Recommendations
Mustang Bio, Fortress Biotech analyst commentary  »

Mustang Bio partnership…

MBIO

Mustang Bio

$4.15

(0.00%)

FBIO

Fortress Biotech

$2.15

-0.01 (-0.46%)

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TRMB

Trimble

$39.47

0.1 (0.25%)

, DGII

Digi International

$13.40

0.04 (0.30%)

10:03
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Hot Stocks
Trimble, Digi collaborate to provide fleets with cold chain compliance solution »

Trimble (TRMB) announced…

TRMB

Trimble

$39.47

0.1 (0.25%)

DGII

Digi International

$13.40

0.04 (0.30%)

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WWW

Wolverine World Wide

$35.90

-3.6 (-9.11%)

10:00
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Wolverine World Wide falls -9.1% »

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LC

LendingClub

$3.27

-0.355 (-9.81%)

10:00
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Hot Stocks
LendingClub falls -10.4% »

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OMI

Owens & Minor

$6.46

-1.48 (-18.64%)

10:00
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Owens & Minor falls -18.5% »

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NVTA

Invitae

$18.07

1.58 (9.58%)

10:00
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10:00
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Invitae rises 9.0% »

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BDC

Belden

$62.43

5.79 (10.22%)

10:00
02/20/19
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10:00
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10:00
Hot Stocks
Belden rises 9.8% »

Belden is up 9.8%, or…

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F

Ford

$8.94

0.11 (1.25%)

10:00
02/20/19
02/20
10:00
02/20/19
10:00
Options
Put buyers in Ford shortly after the opening bell Wednesday »

Put buyers in Ford…

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DVN

Devon Energy

$32.15

3.84 (13.56%)

10:00
02/20/19
02/20
10:00
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10:00
Hot Stocks
Devon Energy rises 13.6% »

Devon Energy is up 13.6%,…

03/08/13
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TSLA

Tesla

$304.81

-0.75 (-0.25%)

09:58
02/20/19
02/20
09:58
02/20/19
09:58
On The Fly
Tesla drops as general counsel leaves after just two months »

Shares of Tesla (TSLA)…

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ET

Energy Transfer LP

$15.64

(0.00%)

09:55
02/20/19
02/20
09:55
02/20/19
09:55
Options
Energy Transfer put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 21

    Feb

GRMN

Garmin

$79.73

8.77 (12.36%)

, DVN

Devon Energy

$31.90

3.59 (12.68%)

09:55
02/20/19
02/20
09:55
02/20/19
09:55
Options
Early notable gainers among liquid option names on February 20th »

Notable gainers among…

GRMN

Garmin

$79.73

8.77 (12.36%)

DVN

Devon Energy

$31.90

3.59 (12.68%)

CF

CF Industries

$43.09

1.07 (2.55%)

HST

Host Hotels

$18.93

0.41 (2.21%)

PCG

PG&E

$18.03

0.28 (1.58%)

03/08/13
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09:55
02/20/19
02/20
09:55
02/20/19
09:55
Conference/Events
UBS technology analyst to hold an analyst/industry conference call »

Technology Analyst…

09:55
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02/20
09:55
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09:55
Conference/Events
Wedbush digital media analyst to hold an analyst/industry conference call »

Digital Media Analyst…

FB

Facebook

$163.50

1.21 (0.75%)

, GOOG

Alphabet

$1,120.70

2.54 (0.23%)

09:54
02/20/19
02/20
09:54
02/20/19
09:54
Periodicals
EU countries back copyright reforms targeting Facebook, Google, Reuters says »

A majority of EU…

FB

Facebook

$163.50

1.21 (0.75%)

GOOG

Alphabet

$1,120.70

2.54 (0.23%)

GOOGL

Alphabet Class A

$1,128.63

2.2 (0.20%)

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NAV

Navistar

$36.77

0.24 (0.66%)

, PCAR

Paccar

$68.19

-0.02 (-0.03%)

09:51
02/20/19
02/20
09:51
02/20/19
09:51
Recommendations
Navistar, Paccar, Volkswagen analyst commentary  »

Navistar checks…

NAV

Navistar

$36.77

0.24 (0.66%)

PCAR

Paccar

$68.19

-0.02 (-0.03%)

VLKAY

Volkswagen

$0.00

(0.00%)

03/08/13
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AJRD

Aerojet Rocketdyne

$36.00

-4.41 (-10.91%)

09:47
02/20/19
02/20
09:47
02/20/19
09:47
Hot Stocks
Aerojet Rocketdyne falls -9.8% »

Aerojet Rocketdyne is…

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LC

LendingClub

$3.22

-0.4 (-11.05%)

09:47
02/20/19
02/20
09:47
02/20/19
09:47
Hot Stocks
LendingClub falls -11.1% »

LendingClub is down…

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OMI

Owens & Minor

$6.38

-1.56 (-19.65%)

09:47
02/20/19
02/20
09:47
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09:47
Hot Stocks
Owens & Minor falls -19.8% »

Owens & Minor is down…

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LZB

La-Z-Boy

$34.53

2.305 (7.15%)

09:47
02/20/19
02/20
09:47
02/20/19
09:47
Hot Stocks
La-Z-Boy rises 7.1% »

La-Z-Boy is up 7.1%, or…

03/08/13
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NVTA

Invitae

$17.77

1.28 (7.76%)

09:47
02/20/19
02/20
09:47
02/20/19
09:47
Hot Stocks
Invitae rises 9.3% »

Invitae is up 9.3%, or…

03/08/13
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  • 27

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DVN

Devon Energy

$31.20

2.89 (10.21%)

09:47
02/20/19
02/20
09:47
02/20/19
09:47
Hot Stocks
Devon Energy rises 10.3% »

Devon Energy is up 10.3%,…

03/08/13
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09:46
02/20/19
02/20
09:46
02/20/19
09:46
General news
Market little changed as Fed minutes loom »

Stock futures drifted…

09:45
02/20/19
02/20
09:45
02/20/19
09:45
General news
Treasury Action: positioning data showed a rise in neutrals »

Treasury Action:…

CCI

Crown Castle

$120.17

(0.00%)

, NEE

NextEra Energy

$185.39

(0.00%)

09:40
02/20/19
02/20
09:40
02/20/19
09:40
Options
Unusually active option classes on open February 20th »

Unusual total active…

CCI

Crown Castle

$120.17

(0.00%)

NEE

NextEra Energy

$185.39

(0.00%)

DVN

Devon Energy

$28.31

(0.00%)

CVS

CVS Health

$69.92

(0.00%)

ELAN

Elanco

$29.18

(0.00%)

FCX

Freeport McMoRan

$13.09

(0.00%)

BHC

Bausch Health

$25.17

(0.00%)

WMT

Walmart

$102.23

(0.00%)

ADBE

Adobe

$257.84

(0.00%)

F

Ford

$8.83

(0.00%)

03/08/13
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