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Autoliv: Strong Outperformance, Pricing Power and Defensive Profile Underpin Buy Rating and $140 Target

Autoliv: Strong Outperformance, Pricing Power and Defensive Profile Underpin Buy Rating and $140 Target

In a report released yesterday, Stephen Benhamou from Bank of America Securities reiterated a Buy rating on Autoliv, with a price target of $140.00.

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Stephen Benhamou has given his Buy rating due to a combination of factors including Autoliv’s strong first-quarter performance and robust pricing power. The company posted revenue growth well ahead of global light vehicle production, driven especially by China and key emerging markets, while maintaining resilient margins despite tariffs, lower engineering income, and tough year-on-year comparisons.

Benhamou also emphasizes management’s ability to largely offset upcoming raw material and tariff headwinds through indexation, cost measures, and customer compensation, keeping 2026 guidance credible, albeit likely at its lower end. In his view, Autoliv offers a high-quality, defensive profile with rising content per vehicle, solid profitability, strong cash generation over the cycle, and additional support from the resumed share buyback program, justifying a Buy rating and a $140 price objective.

In another report released yesterday, TD Cowen also maintained a Buy rating on the stock with a $150.00 price target.

Based on the recent corporate insider activity of 45 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ALV in relation to earlier this year.

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