DAN, US2358252052

UBS cuts target for Dana stock from USD 38.00 to USD 36.00

Published on 10/08/2026 at 17:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dana revenue hit USD 2.01 billion in the second quarter, up 3.61 percent. Dana stock costs EUR 25.26 on October 8, 2026 after EUR 25.11, up 0.60 percent.

Key points in brief

UBS cut its Dana price target from USD 38.00 to USD 36.00 on October 7, 2026, while keeping a Buy rating.
Dana reported USD 2.01 billion in second-quarter 2026 revenue, up 3.61 percent year over year.
The Lang & Schwarz quote was EUR 25.26 on October 8, 2026, up 0.60 percent from EUR 25.11.
Dana will publish third-quarter 2026 results on October 28, 2026.

DAN, US2358252052, Illustration mit AI erstellt.

UBS analyst Joseph Spak cut Dana's price target from USD 38.00 to USD 36.00 on October 7, 2026, while keeping a Buy rating, according to Markets Insider. The target revision puts execution and the Eaton Mobility transaction at the center of the Dana discussion.

Three milestones set the frame

On June 11, 2026, Dana announced an agreement to combine with Eaton's Mobility business, with the transaction expected to close in the first quarter of 2027. On August 6, 2026, Dana reported second-quarter revenue of USD 2.01 billion and adjusted EBITDA of USD 207.00 million, according to Benzinga.

That revenue was up 3.61 percent from USD 1.94 billion in the second quarter of 2025, while the adjusted EBITDA margin reached 10.30 percent, 2.70 percentage points above the prior-year quarter. The third milestone came on October 7, when UBS lowered its target while retaining its Buy rating.

What does the guidance change mean?

Dana's second-quarter update raised its full-year 2026 sales outlook to USD 7.75 billion and adjusted EBITDA guidance to USD 825.00 million, an increase of USD 25.00 million, according to Benzinga. At the same time, adjusted earnings per share guidance was revised to USD 2.00 because of higher depreciation, interest expense and lower equity earnings from joint ventures.

The transaction offers a measurable operating lever: Dana plans at least USD 250.00 million of run-rate cost synergies within 24 months after closing. The counterweight is that UBS expects third-quarter supplier earnings to be in line to slightly below consensus and sees limited upside until revisions, margins or capital allocation improve, according to Markets Insider.

Results date is October 28

Dana is scheduled to release third-quarter 2026 results on October 28, 2026, with the release planned for 7:00 a.m. EDT and the conference call for 9:00 a.m. EDT, according to StockTitan. The Eaton Mobility transaction remains targeted for the first quarter of 2027.

Dana stock holds near EUR 25

Dana stock was trading at EUR 25.26 at Lang & Schwarz on October 8, 2026 at 5:02 p.m. CEST, up 0.60 percent versus the prior close of EUR 25.11. The primary-exchange context was USD 28.40 on October 8, 2026 at 3:05 p.m. UTC, while the 52-week range was USD 17.74 to USD 39.56 and market capitalization was USD 3.5 billion.

The further course of trading is shown by the continuously updated real-time quote of Dana stock.