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UBS's analysis highlights the potential impact of tariffs on US auto parts and auto-tech stocks, predicting significant earnings damage without mitigation strategies. Gentex Corporation, despite recent earnings misses, remains well-positioned with strong financial metrics and plans for growth, including a projected revenue increase for 2025 and an acquisition of VOXX International Corporation. The analysis underscores the importance of pricing strategies and volume adjustments for companies facing tariff challenges.
UBS's analysis reveals that U.S. auto parts and technology stocks could face significant profit losses under various tariff scenarios with Mexico and Canada, particularly if companies fail to adjust prices or reduce volumes. Gentex Corporation, despite recent earnings misses, remains well-positioned with strong financials and a focus on growth, including a forecasted revenue increase for 2025 and a strategic acquisition of VOXX International Corporation. The analysis underscores the critical need for companies to manage increased costs effectively in a challenging market environment.
UBS analysts deem a sustained 25% tariff on auto imports from Mexico and Canada unlikely, despite potential temporary impositions. They outline various scenarios, indicating that while severe earnings damage could occur, suppliers are optimistic about passing costs to consumers. Auto stocks are trading near historical lows, with UBS favoring GM among OEMs and APTV, DAN, and BWA among suppliers as better positioned to handle trade disruptions.
UBS has raised its price target for Dana Holding to $20 from $18, maintaining a Buy rating, following a business update revealing $300 million in cost savings. The stock has gained 17.65% in the past week, currently trading at $15.01, while analysts expect net income growth despite recent losses. Dana's financial strategy includes a potential sale of its Ohio operations, aiming for a leverage ratio of 1x and strong liquidity, with plans for share repurchases or special dividends post-transaction.
JB Capital Partners LP increased its stake in Dana Incorporated, owning 1,425,293 shares valued at $14.88 million after acquiring 128,000 shares last quarter. UBS Group raised its price target for Dana from $18 to $20, indicating a potential upside of 31.82%, while the company has a "Moderate Buy" consensus rating among analysts. Dana reported a quarterly revenue of $2.48 billion, missing expectations, with a negative net margin of 0.15% and a projected EPS of 0.85 for the fiscal year.
Dana Incorporated specializes in power transmission and energy management solutions for vehicles and machinery, enhancing efficiency and sustainability across various sectors. Its diverse portfolio includes axles, driveshafts, transmissions, and electrification products, operating in four segments: Light Vehicle, Commercial Vehicle, Off-Highway, and Power Technologies. The company is active in North America, Europe, South America, and Asia-Pacific, and owns brands like Spicer Electrified and Victor Reinz.
Dana Holding shares have experienced a rise following a recommendation from UBS, which suggests a potential upside of 49%. This positive outlook has garnered attention in the market, reflecting investor confidence in the company's future performance.
Dana Incorporated, which provides power-conveyance and energy-management solutions, saw a new investment of approximately $250,000 from Entropy Technologies LP in the 3rd quarter. The stock is predominantly owned by institutional investors, with a current "Moderate Buy" rating and a consensus price target of $16.14. Recent upgrades from UBS and Deutsche Bank suggest potential upside, despite a recent earnings miss and a decline in revenue compared to the previous year.
Dana Incorporated has been upgraded to a Buy rating by UBS. The company specializes in power transmission and energy management solutions for various vehicles and machinery, offering a range of products including axles, driveshafts, and electrification solutions. Operating across North America, Europe, South America, and Asia-Pacific, Dana's portfolio enhances the efficiency and sustainability of light and commercial vehicles, as well as off-highway machinery.
UBS has upgraded Dana Holding's stock from Neutral to Buy, raising the price target from $11 to $18, driven by the anticipated $2.1 billion sale of its Off-Highway business and a $200 million cost-saving plan. Despite recent challenges, analysts forecast profitability and a potential increase in stock value, with Dana's market cap at $1.75 billion and a current trading price of $12.07. Other firms, including Deutsche Bank and Barclays, have also upgraded their price targets, reflecting confidence in Dana's strategic moves and financial outlook.
Dana Incorporated
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ubs analysis highlights potential impacts of tariffs on auto industry earnings
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