-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We maintain our 12-month target price at $40, based on a 2027 P/E of 12.9x, a justified discount to DAN's five-year average forward P/E of 16.1x. We raise our adjusted EPS estimates to $2.70 from $2.30 for '26 and to $3.10 from $2.95 for '27. Following DAN's Q1 earnings release, we are raising our estimates but maintaining a Hold on the shares. While we think the company has made impressive strides in terms of operational improvement and reducing its share count through buybacks, we view the positives surrounding the story as largely discounted at current levels, noting that DAN was the best-performing stock in the auto supplier space by a wide margin in 2025 (+110% vs. +16% for the S&P 500). Additionally, while the 2025 sale of its Off-Highway business was transformational, the segment was its highest-margin division. Additionally, we think the fact DAN didn't raise full-year guidance considering the magnitude of its Q1 beat was somewhat disappointing.