TD Cowen sets Autoliv stock with Buy rating, $93 target

Published 07/03/2025, 00:44
TD Cowen sets Autoliv stock with Buy rating, $93 target

On Thursday, TD Cowen initiated coverage on Autoliv, Inc. (NYSE:ALV), a leading automotive safety systems manufacturer, assigning the stock a Buy rating along with a $93 price target. According to InvestingPro data, the stock appears undervalued based on its Fair Value analysis, with analysts setting targets ranging from $95 to $140. The new rating reflects the firm’s confidence in Autoliv’s market position and its potential for long-term growth.

The research firm highlighted Autoliv’s "unique defensive positions" as a key factor in their positive outlook. The company’s focus on safety systems is seen as a stable and reliable sector within the automotive industry, which could provide predictable long-term growth. This stability is reflected in the company’s impressive 29-year streak of consistent dividend payments and a current dividend yield of 2.9%. This stability is particularly valuable in an industry that can be susceptible to economic fluctuations and changing consumer preferences.

TD Cowen also pointed to the potential for margin expansion by the year 2025, which they believe could significantly benefit the company’s financial performance. While current gross profit margins stand at 18.55%, the firm anticipates that Autoliv’s strategic plans and operational efficiencies will contribute to this improvement in margins. InvestingPro subscribers can access detailed financial health metrics and 8 additional exclusive ProTips about Autoliv’s performance and outlook.

The analyst noted that pressures from the company’s China mix should begin to ease throughout the current year, which could alleviate some of the challenges Autoliv has faced in that market. As the largest automotive market in the world, China represents a significant portion of Autoliv’s business, and improvements in this area could have a considerable impact on the company’s overall success.

Looking ahead, TD Cowen expects that the company’s Capital Markets Day, scheduled for June 3, 2025, will provide further visibility into Autoliv’s strategies and operations. This event is anticipated to offer investors and analysts alike a clearer understanding of the company’s direction and the initiatives it plans to undertake to drive growth and enhance shareholder value.

In other recent news, Autoliv Inc. reported its fourth-quarter 2024 earnings, surpassing expectations for earnings per share (EPS) but falling short on revenue. The company achieved an EPS of $3.05, exceeding the forecast of $2.88. However, revenue came in at $2.62 billion, below the anticipated $2.7 billion. These recent developments highlight the company’s focus on operational efficiencies and cost management, which contributed to the earnings beat despite revenue challenges. Analysts have noted the revenue miss, suggesting potential headwinds in the market. Autoliv’s stock was notably impacted following the earnings announcement. Looking forward, the company has set ambitious EPS forecasts for the upcoming quarters, with expectations of $2.1 for Q2 2025 and $9.08 for the full year 2025. The company aims to navigate market challenges by focusing on innovation and cost efficiencies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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