UBS raises American Axle stock price target to $7.50 on GM capacity boost

Published 11/08/2025, 15:30
UBS raises American Axle stock price target to $7.50 on GM capacity boost

Investing.com - UBS raised its price target on American Axle (NYSE:AXL) to $7.50 from $7.00 on Monday, while maintaining a Buy rating on the automotive supplier’s stock. The stock, currently trading at $5.30, has shown remarkable momentum with a 21% surge in the past week. According to InvestingPro analysis, American Axle appears undervalued based on its comprehensive Fair Value assessment.

The price target increase reflects UBS’s positive outlook on several factors affecting American Axle’s business prospects, including a longer production cycle for core programs such as General Motors (NYSE:GM)’ full-size truck and SUV platform amid a relaxed U.S. emissions regulatory environment.

UBS noted that GM’s addition of U.S. manufacturing capacity represents a net positive for American Axle that could enhance the company’s earnings potential in future years.

The firm also highlighted the recently approved Dowlais deal as a potential creator of long-term value for American Axle shareholders, with the approval now enabling the process to evaluate additional potential cost savings.

American Axle manufactures driveline and drivetrain systems and related components for automotive vehicles, particularly for light trucks, SUVs, passenger cars, and crossover vehicles. The company generates annual revenue of $5.8 billion and maintains a strong free cash flow yield, positioning it well within the automotive components sector.

In other recent news, American Axle & Manufacturing reported its second-quarter 2025 earnings, surpassing analysts’ expectations for earnings per share (EPS). Despite this positive EPS outcome, the company’s revenue did not meet forecasts. The earnings announcement was made on August 8, highlighting the mixed financial performance for the quarter. Additionally, the company’s stock showed a notable increase of 12.77% in pre-market trading following the announcement, although stock movements are not the focus here. These recent developments are crucial for investors to consider as they reflect the company’s current financial health. The performance indicates areas of strength in profitability, while also pointing to potential challenges in revenue generation. The market’s response underscores the significance of earnings results in shaping investor sentiment.

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