Dana Lowers FY2026 Adj EPS Guidance from $2.00-$3.00 to $1.75-$2.25 vs $2.43 Est; Raises FY2026 Sales Guidance from $7.300B-$7.700B to $7.650B-$7.850B vs $7.647B Est

Here's Why You Should Offload Dana Stock From Your Portfolio

Dana Incorporated (DAN), an automotive supplier, has lowered its 2026 adjusted EPS guidance to $1.75-$2.25 from $2-$3 due to weak EV orders, lower China joint venture earnings, and higher capital spending. The company faces $59 million in EV program termination charges through H1 2026 and execution risks from the Eaton Mobility integration. Despite improving EBITDA, free cash flow growth remains limited by elevated capital expenditures.

Shares of automakers, recreational vehicle makers and auto-parts companies are trading lower after President Trump said in a social media post that tariffs on cars and trucks and automotive parts from Canada will be increased to 50% from January 1, 2027.

Barclays Maintains Equal-Weight on Dana, Raises Price Target to $35

UBS Maintains Buy on Dana, Lowers Price Target to $38

UBS analyst Joseph Spak maintains Dana (NYSE:DAN) with a Buy and lowers the price target from $39 to $38.