New York, February 12, 2026, 08:27 ET — Premarket
- On Wednesday, BorgWarner shares jumped 22.45%, closing at $66.10 and hitting a new 52-week high amid strong trading activity.
- Surpassing earnings estimates and landing a new AI data-center power supply contract sharpened focus on 2026 guidance and margins.
- Traders are focused on a Deutsche Bank upgrade and an investor conference set for Feb. 19.
BorgWarner Inc’s (BWA.N) shares grabbed attention in Thursday’s premarket after the auto-parts maker jumped 22.45% to $66.10 during the previous session, hitting a fresh 52-week high on heavy volume. Aptiv slipped, while Lear posted a modest gain, setting a mixed stage that made BorgWarner’s surge stand out. (MarketWatch)
BorgWarner’s shares surged following a strong fourth-quarter earnings report and a new supply agreement for a turbine generator system aimed at AI-driven data centers. The company boosted its adjusted operating margin to 12.0%, yet its 2026 sales forecast missed Wall Street’s expectations, per LSEG data. This is notable as demand for EVs has cooled, forcing automakers to reconsider hefty EV investments amid competition from China and policy shifts like the Trump administration’s EV tax credit rollbacks. (Reuters)
BorgWarner projects net sales for 2026 to land between $14.0 billion and $14.3 billion, with organic sales—excluding currency impacts—forecasted to slip 1.5% to 3.5%. The Battery & Charging Systems division is expected to see a roughly $210 million drop year-over-year. In 2025, the company took $624 million in impairment charges, tied to non-cash write-downs in specific business units. For Q4, BorgWarner posted a GAAP loss of $1.23 per share but reported adjusted earnings of $1.35. Last year, it returned around $630 million to shareholders. (BorgWarner)
BorgWarner has inked a master supply deal with TurboCell, a unit of data-center infrastructure firm Endeavour, to roll out a modular turbine generator system. Production will kick off in Hendersonville, North Carolina, targeting an initial output of 2 gigawatts by 2027. These systems are built for microgrids—self-contained power networks that function independently from strained main grids. “We believe this product innovation is a powerful representation of the BorgWarner team,” said President and CEO Joseph Fadool. (BorgWarner)
Right before the close, Deutsche Bank’s Edison Yu upgraded BorgWarner from Hold to Buy. He didn’t stop there—he pushed the price target up significantly, from $46 to $82, per Benzinga.
BorgWarner revealed more on electrification during its earnings call. Its battery management system — which monitors battery health, charge, and temperature — secured a spot in a larger series-production program with a major global automaker. The move targets support for more battery-electric vehicles and plug-in hybrids starting in 2029. “We’re pleased to expand our series-production battery management program,” said Dr. Stefan Demmerle, BorgWarner’s VP and head of PowerDrive Systems. (BorgWarner)
BorgWarner has won its first 48-volt electric cross differential (eXD) program in China, marking a step toward more efficient vehicle electrical systems. “Securing our first 48V eXD program demonstrates our ability to adapt proven torque management technologies,” said Isabelle McKenzie, BorgWarner’s vice president and head of Drivetrain and Morse Systems. (BorgWarner)
The catch is simple: the data-center contract runs well into the future, but the 2026 forecast already factors in softer vehicle markets and slower growth in certain battery segments. If car production dips more than expected, or if new contracts stall their ramp-up, the margin outlook could unravel fast.
Investors are eager for more specifics on the data-center schedule and management’s perspective at upcoming events. BorgWarner plans to present at the Barclays Industrial Select Conference on Feb. 19 and then at Bank of America’s Global Automotive Summit on March 18, per the company’s investor page. (BorgWarner)
