Auto & Transport Roundup: Market Talk - WSJ


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Autoliv's Investor Day Expectations

Evercore ISI analysts predict Autoliv will announce a 12% EBIT margin target by 2027 and EPS of around $14. They anticipate 2-3 year targets and possibly a longer-term outlook extending to 2028/2029, with potential revenue of $12 billion-$13 billion and a 13% margin, leading to an EPS of $15-$17, considering a $500 million-$600 million annual share buyback.

Stock Price Projections

Analysts forecast Autoliv's stock price to exceed $120 by year's end and $150 by 2026/2027. On the day of the report, shares fell 0.1% in Stockholm to 963 Swedish kronor, closing at $101.31 in New York.

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The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0515 ET – Autoliv holds an investor day Wednesday. Investors expect the company to announce an EBIT margin target of around 12% in 2027 and EPS of around $14, Evercore ISI analysts write. The analysts expect Autoliv to publish 2-3 year targets and possibly a longer-term outlook. A longer-term outlook to 2028/2029 could outline something close to $12 billion-$13 billion in revenue and a 13% margin. This could lift EPS to $15-17 EPS when combined with a $500 million-$600 million a year share buyback. β€œWe see Autoliv as a $120+ stock exiting this year and a $150+ stock looking to 2026/2027,” they say. Shares fall 0.1% in Stockholm to 963 Swedish kronor. Shares closed Monday in New York at $101.31. (dominic.chopping@wsj.com)

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