tech

February 12, 2026

This Auto Supplier Just Pivoted to AI Data Centers. Wall Street is Really Bullish

BorgWarner’s deal with TurboCell has investors excited about the auto supplier’s potential to adapt to the AI-economy.

This Auto Supplier Just Pivoted to AI Data Centers. Wall Street is Really Bullish

TL;DR

  • BorgWarner shares surged over 22% after announcing a deal with TurboCell for AI data center systems.
  • The partnership represents a strategic pivot for BorgWarner, an established auto supplier.
  • Deutsche Bank upgraded BorgWarner to 'buy' with an $82 price target, estimating over $300 million in revenue by 2027.
  • Morgan Stanley maintained an 'equal weight' rating but raised its price target to $60, acknowledging the data center growth opportunity.
  • Analysts note that new power generation technology for data centers can require multiple years of testing, suggesting a slower initial impact.

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