AMERICAN AXLE & MFG HOLDINGS (AXL) Forecast, Price Target & Analyst Ratings

NYSE:AXL • US0240611030

Current stock price

9 USD
+0.78 (+9.49%)
At close:
9.14 USD
+0.14 (+1.56%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for AMERICAN AXLE & MFG HOLDINGS (AXL).

Forecast Snapshot

Consensus Price Target

Price Target
$9.97
+ 10.78% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Feb 13, 2026
Period
Q4 / 2025
EPS Estimate
-$0.04
Revenue Estimate
1.414B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
70.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$9.97
Upside
+ 10.78%
From current price of $9.00 to mean target of $9.97, Based on 12 analyst forecasts
Low
$7.07
Median
$8.67
High
$17.85

Price Target Revisions

1 Month
32.35%
3 Months
42.96%

Price Target Summary

12 Wall Street analysts provided a forecast for the next 12 months for AXL. The average price target is 9.97 USD. This implies a price increase of 10.78% is expected in the next year compared to the current price of 9.
The average price target has been revised upward by 42.96% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AXL Current Analyst RatingAXL Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

AXL Historical Analyst RatingsAXL Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10

Analyst Ratings Consensus

ChartMill Buy Consensus
70.00%
AXL was analyzed by 12 analysts. The buy percentage consensus is at 70. So analysts seem to be have mildly positive about AXL.
In the previous month the buy percentage consensus was at a similar level.
AXL was analyzed by 12 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-01-27BWS FinancialInitiate Buy
2026-01-23RBC CapitalMaintains Outperform -> Outperform
2026-01-23StifelMaintains Hold -> Hold
2026-01-14UBSMaintains Buy -> Buy
2025-10-20StifelMaintains Hold -> Hold
2025-10-06UBSMaintains Buy -> Buy
2025-09-02RBC CapitalUpgrade Sector Perform -> Outperform
2025-07-14UBSUpgrade Neutral -> Buy
2025-05-19Morgan StanleyMaintains Overweight -> Overweight
2025-04-16RBC CapitalReiterate Sector Perform -> Sector Perform
2025-04-10UBSMaintains Neutral -> Neutral
2025-03-03Morgan StanleyMaintains Overweight -> Overweight
2025-02-18UBSMaintains Neutral -> Neutral
2025-02-18RBC CapitalReiterate Sector Perform -> Sector Perform
2025-01-22BarclaysMaintains Equal-Weight -> Equal-Weight
2024-09-10Deutsche BankReiterate Hold
2024-08-12B of A SecuritiesMaintains Underperform -> Underperform
2024-07-22B of A SecuritiesMaintains Underperform -> Underperform
2024-05-06UBSMaintains Neutral -> Neutral
2024-05-06CitigroupMaintains Neutral -> Neutral
2024-02-28UBSUpgrade Sell -> Neutral
2024-01-17UBSDowngrade Neutral -> Sell
2023-11-28B of A SecuritiesDowngrade Neutral -> Underperform
2023-11-06RBC CapitalMaintains Sector Perform -> Sector Perform
2023-10-11CitigroupMaintains Neutral -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
Feb 13, 2026
Period
Q4 / 2025
EPS Estimate
-$0.04
Revenue Estimate
1.414B
Revenue Q2Q
2.40%
EPS Q2Q
33.71%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
0.50%
Revenue (3 Months)
0.35%
EPS (1 Month)
0.00%
EPS (3 Months)
-245.10%

Next Earnings Summary

AXL is expected to report earnings on 2/13/2026. The consensus EPS estimate for the next earnings is -0.04 USD and the consensus revenue estimate is 1.41B USD.
The next earnings revenue estimate has been revised upward by 0.35% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2025 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2022 2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
AXL revenue by date.AXL revenue by date.
5.802B
12.52%		6.08B
4.78%		6.125B
0.75%		5.912B
-3.48%		5.968B
0.95%		6.144B
2.95%		6.486B
5.57%		6.651B
2.54%		6.76B
1.64%
EBITDA
YoY % growth
AXL ebitda by date.AXL ebitda by date.
766.2M
-8.46%		659M
-13.99%		741.1M
12.46%		740.46M
-0.09%		740.17M
-0.04%		776.94M
4.97%		787.8M
1.40%		831.23M
5.51%		866.58M
4.25%
EBIT
YoY % growth
AXL ebit by date.AXL ebit by date.
274.1M
-6.35%		171.8M
-37.32%		271.4M
57.97%		254.86M
-6.09%		325.78M
27.83%		317.44M
-2.56%		251.49M
-20.78%		394.91M
57.03%		466.62M
18.16%
Operating Margin
AXL operating margin by date.AXL operating margin by date.
4.72%2.83%4.43%4.31%5.46%5.17%3.88%5.94%6.90%
EPS
YoY % growth
AXL eps by date.AXL eps by date.
0.61
-33.70%		-0.09
-114.75%		0.51
666.67%		0.43
-15.68%		0.64
49.32%		0.93
45.09%		1.47
58.29%		1.93
30.82%		2.24
16.23%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 25 Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.04
33.71%		0.06
-38.28%		0.37
77.95%		0.36
127.25%		0.14
455.51%		0.24
336.36%		0.43
16.22%		0.43
19.44%		0.29
107.14%
Revenue
Q2Q % growth		1.414B
2.40%		1.642B
16.35%		2.257B
46.92%		2.203B
46.35%		2.017B
42.64%		2.725B
65.96%		2.997B
32.79%		2.93B
33.00%		2.682B
32.97%
EBITDA
Q2Q % growth		161.53M
-68.59%		218.15M
24.94%		324.36M
6.28%		316.65M
-23.11%		254.12M
57.32%		419.15M
92.14%		460.56M
41.99%		441.37M
39.39%		377.74M
48.65%
EBIT
Q2Q % growth		37.56M
-15.60%		56.095M
-10.10%		78.608M
-1.12%		82.093M
17.61%		43.38M
15.50%		N/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AXL Yearly Revenue VS EstimatesAXL Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B
AXL Yearly EPS VS EstimatesAXL Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 1 2 3

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
22.24%
EPS Next 5 Year
30.48%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-0.23%
Revenue Next 5 Year
1.46%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
44.38%
EBIT Next 5 Year
26.35%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

AMERICAN AXLE & MFG HOLDINGS / AXL Forecast FAQ

What do analysts expect the price target to be for AMERICAN AXLE & MFG HOLDINGS (AXL)?

12 analysts have analysed AXL and the average price target is 9.97 USD. This implies a price increase of 10.78% is expected in the next year compared to the current price of 9.

What is the next earnings date for AXL stock?

AMERICAN AXLE & MFG HOLDINGS (AXL) will report earnings on 2026-02-13, after the market close.

Can you provide the consensus estimates for AMERICAN AXLE & MFG HOLDINGS next earnings?

The consensus EPS estimate for the next earnings of AMERICAN AXLE & MFG HOLDINGS (AXL) is -0.04 USD and the consensus revenue estimate is 1.41B USD.

What is the consensus rating for AXL stock?

The consensus rating for AMERICAN AXLE & MFG HOLDINGS (AXL) is 70 / 100 . This indicates that analysts generally have a neutral outlook on the stock.