REE Partners with Cascadia to Launch Next-Gen Electric Drive Units
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 29 2025
0mins
Should l Buy BWA?
Source: Globenewswire
- Market Growth Potential: Industry research estimates that the global electric drive unit (EDU) market is projected to double by 2035, growing at a compound annual growth rate (CAGR) of approximately 9%, providing significant market opportunities for the collaboration between REE and Cascadia.
- Technological Integration Advantage: The partnership between REE and Cascadia Motion will integrate REEcorner technology with the iM-125 drive unit, aiming to provide OEMs with a compact electric drive solution that accelerates EV development and enhances market competitiveness.
- Commercialization Plan: The parties plan to ensure rapid market entry of the next-generation EDU through a phased commercialization strategy and royalty-bearing agreements, addressing OEMs' urgent demand for electric vehicle solutions.
- Strategic Collaboration Deepening: This MOU represents a natural progression of the three-year collaboration between REE and Cascadia, aiming to drive industry transformation through software-defined vehicle technology to meet global electric vehicle demand.
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Analyst Views on BWA
Wall Street analysts forecast BWA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BWA is 51.50 USD with a low forecast of 45.00 USD and a high forecast of 55.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
5 Buy
3 Hold
0 Sell
Moderate Buy
Current: 50.360
Low
45.00
Averages
51.50
High
55.00
Current: 50.360
Low
45.00
Averages
51.50
High
55.00
About BWA
BorgWarner Inc. is engaged in clean technology solutions for combustion, hybrid and electric vehicles. The Company operates in four segments. The Turbos & Thermal Technologies’ technologies include turbochargers, e-boosters, e-turbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, among others. The Drivetrain & Morse Systems segment’s products include control modules, friction and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive (RWD) and all-wheel drive (AWD) transfer case systems and coupling systems. The PowerDrive Systems segment’s products include power electronics such as inverters, onboard chargers, DC/DC converters and combination boxes, and others. The Battery & Charging Systems segment’s products include lithium-ion battery systems for electrified bus, truck and off-highway applications and DC fast chargers suitable for all types of electric vehicles.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Quarterly Dividend Announcement: BorgWarner has declared a quarterly dividend of $0.17 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield of 1.35% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable income.
- Payment Schedule: The dividend is payable on March 16, with a record date of March 2 and an ex-dividend date also on March 2, ensuring shareholders receive timely returns and strengthening trust between the company and its investors.
- Market Competitive Landscape: BorgWarner's flexibility in the electric vehicle (EV) sector and operational credibility provide a competitive edge, particularly as Detroit's Big 3 face reduced Chinese competition and relaxed emission restrictions, positioning the company favorably in the evolving automotive market.
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- Quarterly Cash Dividend: On February 4, 2026, BorgWarner's Board of Directors declared a cash dividend of $0.17 per share, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Dividend Payment Date: The dividend is set to be paid on March 16, 2026, to stockholders of record as of March 2, 2026, ensuring eligible shareholders receive timely benefits and boosting investor confidence.
- Company Historical Context: With over 130 years in the global automotive industry, BorgWarner stands as a product leader, continuously driving mobility innovation and showcasing its significant role in the sector.
- Commitment to Sustainability: The company focuses on sustainability, aiming to build a cleaner, healthier, and safer future, which reflects its strategic vision in corporate social responsibility.
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- Quarterly Cash Dividend: BorgWarner's Board of Directors declared a cash dividend of $0.17 per share on February 4, 2026, reflecting the company's stable profitability and likely attracting increased investor interest.
- Dividend Payment Schedule: The dividend is set to be paid on March 16, 2026, to stockholders of record as of March 2, 2026, ensuring eligible shareholders receive timely returns, thereby enhancing shareholder confidence and improving the company's image.
- Company Historical Context: With over 130 years of history, BorgWarner stands as a transformative global product leader committed to mobility innovation, showcasing its significant position and influence within the industry, further solidifying its market competitiveness.
- Sustainability Commitment: The company emphasizes its efforts in sustainability, aiming to create a cleaner, healthier, and safer environment for the future, which aligns with global trends and lays a foundation for its long-term growth.
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- Earnings Call Announcement: BorgWarner will hold its 2025 Fourth Quarter and Full-Year Results Conference Call on February 11, 2026, at 9:30 AM Eastern Time, aimed at providing investors with detailed insights into the company's financial performance and future outlook.
- Live Webcast Participation: The conference will be streamed live on the company's website, allowing investors to access the information directly at www.borgwarner.com/investors, ensuring timely communication and transparency.
- Availability of Call Archive: For those unable to participate in the live session, the call will be archived on the company’s website, reflecting BorgWarner's commitment to investor relations and accessibility of information.
- Company Background: With over 130 years of history, BorgWarner is a transformative global product leader focused on sustainability, helping to build a cleaner, healthier, and safer future for all.
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- BYD's Market Advantage: As the global leader in EV sales, BYD leverages its diversified portfolio, particularly in the lower-priced segments, providing a strategic edge over its main competitor, Tesla.
- Economies of Scale Potential: In the capital-intensive automotive industry, BYD is expected to improve profitability with increasing volumes, which not only solidifies its market position but also supports its aggressive expansion in Europe.
- BorgWarner's Profitability: BorgWarner is recommended as a 'sticks and shovels' play in the EV space, as it remains profitable and reasonably valued, likely attracting more investor interest as it shifts focus towards the EV sector.
- Commitment to Shareholder Returns: By returning cash to shareholders while maintaining profitability, BorgWarner stands out among EV companies, and its solid financial performance is expected to lead to a re-rating of its stock.
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- Tariff Case Pending: The U.S. Supreme Court did not issue a ruling on Trump's global tariffs, with traders pricing in a 75% chance of a favorable outcome for Trump, leaving $150 billion in refunds at stake, which could significantly impact major companies' financials.
- Escalating Legal Challenges: Major firms, including Costco and Alcoa, have filed lawsuits against the tariffs seeking refunds and injunctions against future tariffs, reflecting corporate dissatisfaction and concerns over financial implications.
- Market Reaction Expectations: Crypto traders argue that striking down Trump's tariffs would provide multiple catalysts for Bitcoin and other risk assets, as market clarity improves and corporate cost pressures ease, potentially enhancing earnings outlooks.
- Power Test: This case represents a significant test of presidential powers and will impact the global economy, with any rollback of tariffs likely to be slow and complex rather than an immediate removal of all trade barriers.
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