BNP Paribas Exane initiates Garrett Motion stock with Outperform rating

Published 16/07/2025, 13:22
BNP Paribas Exane initiates Garrett Motion stock with Outperform rating

Investing.com - BNP Paribas (OTC:BNPQY) Exane initiated coverage on Garrett Motion (NASDAQ:GTX) with an Outperform rating and a $14.00 price target on Wednesday. According to InvestingPro data, the stock currently trades at an attractive P/E ratio of 8.6x and has delivered impressive YTD returns of nearly 24%.

The research firm described Garrett Motion as a "near pure-play combustion engine name with top-tier financials, outstanding capital returns, and the optionality to eventually expand into the EV & industrial markets over time."

BNP Paribas Exane noted that these factors "more than justifies its current valuation" despite running "toward the high-end of our covered auto suppliers."

The firm highlighted that Garrett Motion has "remained overlooked as it lingered in bankruptcy purgatory long after its underlying issues were resolved," creating what it views as "a compelling entry point" for investors.

BNP Paribas Exane pointed to Garrett Motion’s "strong profitability, FCF conversion, and a clear commitment to capital returns" as key factors supporting its Outperform rating and $14 price target.

In other recent news, Garrett Motion has announced a secondary public stock offering involving 17 million shares held by affiliates of Oaktree Capital Management, Centerbridge Partners, and Cyrus Capital Partners (WA:CPAP). The company will not sell any shares or receive proceeds from this offering but plans a concurrent repurchase of about 2 million shares, capped at $25 million, as part of its $250 million share repurchase program. This offering is led by Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC. Additionally, Garrett Motion has introduced new E-technologies at Auto Shanghai 2025, showcasing its 3-in-1 E-Powertrain and E-Cooling Compressor aimed at enhancing zero-emission vehicle performance. The company has partnered with SinoTruk to co-develop a next-generation heavy-duty E-powertrain, targeting production by 2027. Garrett Motion’s innovations also include Gen 3 Fuel Cell compressors, which offer a broad portfolio for the hydrogen economy. Furthermore, BWS Financial has reiterated its Buy rating on Garrett Motion, citing favorable currency movements and limited exposure to U.S. trade uncertainties. The firm suggests these factors could help Garrett Motion exceed quarterly estimates.

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