The bullish call follows RBC’s recent initiation at ‘Outperform’ and comes as Autoliv maintains its 2025 margin and growth targets.
Jefferies assumed coverage of Autoliv with a ‘Buy’ rating and a $140 price target, citing the company’s market leadership, scale advantages, and growing content per vehicle as key drivers of long-term upside.
In a broader research note on auto suppliers, Jefferies analyst Vanessa Jeffriess said Autoliv’s strong margins and share gains are already well understood, but added that ongoing automation initiatives could drive margins beyond current targets after fiscal 2026.
The research firm highlighted Autoliv’s scale and quality leadership as key enablers of future performance.
The rating comes days after RBC Capital initiated coverage of Autoliv with an ‘Outperform’ rating and a $133 price target, calling the company a “rare” auto supplier with a dominant market share in a non-outsourced, safety-critical segment.
RBC also highlighted rising safety content in developing markets and fleet premiumization as long-term growth tailwinds.
Last month, Autoliv reiterated its 2025 guidance of about 2% organic sales growth and an adjusted operating margin of 10–10.5%.
It also reaffirmed its long-term target of 12% adjusted operating margin and organic sales growth of 4%–6% annually for a 10+ year time horizon.
The company detailed ongoing shareholder returns and plans to repurchase shares of $300–500 million annually through 2029.
Meanwhile, Autoliv said on Monday that CFO and EVP Finance Fredrik Westin will resign by the end of 2025 to take up a role in continental Europe.
The search for his successor is underway.
On Stocktwits, retail sentiment was ‘neutral’ amid ‘normal’ message volume.
Autoliv’s stock has risen 24.2% so far in 2025.
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