BWA BorgWarner Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:55
Jun 05
Jun 05
CNBC
Avoid BorgWarner now, wait
BorgWarner is at a parabolic level at 72; it could drop to 60 in a heartbeat, so avoid now and wait for a lower entry.
11:35
Feb 17
Feb 17
r/stocks
BorgWarner data center power pivot undervalued
Author argues BorgWarner's announced pivot into data center power with modular turbine generators (2GW capacity planned) positions it to solve the on-site power crisis for gigawatt-scale data centers. The stock popped 20% on the news but the author sees this as the beginning of a 'Second Wave' AI rally, with BWA's P/E still well below high-flyers like Vertiv and Eaton. Main risk is the market continuing to view BWA as a boring automotive Tier 1 supplier.
11:20
Feb 17
Feb 17
r/wallstreetbets
BorgWarner's data center pivot is undervalued AI play.
The author claims BorgWarner is transitioning from a boring Tier 1 auto supplier to a data center power provider and is undervalued relative to VRT and ETN. Its modular turbine generators with 2GW planned capacity could address gigawatt-scale data center power bottlenecks. He sees the recent 20% pop as just the beginning of a 'Second Wave' AI rally, implying continued upside as the market reprices the pivot.
About BWA Investor Commentary
Across the available history and selected sources, Buzzberg tracks BWA (BorgWarner) across 7 sources: 2 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Jim Cramer, u/iDesiR45.