{
  "id": 14203547,
  "title": "Goldman highlights two U.S. auto stocks to buy into earnings",
  "url": "https://urgent.news/2026/10/13/goldman-highlights-two-u-s-auto-stocks-to-buy-into-earnings",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-13T13:00:40.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/goldman-highlights-two-us-auto-stocks-to-buy-into-earnings-93CH-4946734"
  },
  "original_language": "en",
  "account": "Goldman Sachs has identified General Motors (GM) and BorgWarner as its top picks in the U.S. auto industry. Both companies are favored due to their new product cycles, potential earnings growth, and relatively attractive valuations compared to their peers.\n\nBorgWarner presents an added advantage: its data-center business is showing promising signs of success, which may result in the stock outperforming during this earnings season. GM's strong lineup of profitable pickups and sport-utility vehicles supports this bullish outlook. In Q2, GM reported $48 billion in revenue and $3.9 billion in adjusted earnings before interest and taxes. The company also raised its full-year profit outlook for 2026, marking the second consecutive increase.\n\nGM's North American adjusted operating margins reached 8.6%, thanks to strong demand, reduced warranty costs, and improved operating efficiency. The introduction of redesigned Chevrolet Silverado and GMC Sierra pickups may further fuel growth.\n\nBorgWarner, on the other hand, offers investors exposure to growth opportunities beyond traditional vehicle production. The company's second-quarter revenue grew by 0.3% to $3.65 billion, while adjusted earnings per share increased by 17.4% to $1.42. BorgWarner also boosted its full-year adjusted earnings forecast. Cost controls contributed to an operating margin of 11.3%, despite a challenging vehicle-production environment.\n\nUltimately, Goldman's investment strategy depends on clear evidence of commercial progress in BorgWarner's data-center products. Such progress could justify valuing the stock based on future growth rather than merely relying on the cyclical nature of the auto industry.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}