Autoliv Analysts Slash Their Forecasts Following Q4 Results

Autoliv, Inc. (NYSE:ALV) posted upbeat fourth-quarter earnings on Friday.

The company reported fourth-quarter adjusted earnings per share of $3.19, beating the analyst consensus estimate of $2.90. Quarterly sales of $2.817 billion outpaced the Street view of $2.772 billion.

"We reached new record high sales for a quarter and a full year, driven mainly by strong growth in India and with Chinese OEMs," said CEO Mikael Bratt. "Sales to COEMs grew by almost 40% in the quarter and by 23% for the full year. Our organic sales growth outperformed LVP in all regions in Q4. We recovered close to 100% of the tariff costs in Q4 and more than 80% for the full year."

Autoliv said lingering supply-chain volatility continued to weigh on production efficiency and profitability. The company said frequent last-minute changes in customer call-offs, still elevated versus pre-pandemic levels, hurt visibility and operational planning, though it expects some improvement in 2026, even as tariff uncertainty remains a risk.

Autoliv guided for flat organic sales growth in fiscal 2026, implying revenue of roughly $10.8 billion, below Wall Street's estimate of $11.18 billion, after posting $10.82 billion in sales for fiscal 2025.

Autoliv shares fell 0.1% to trade at $121.16 on Monday.

These analysts made changes to their price targets on Autoliv following earnings announcement.

• Evercore ISI Group analyst Chris McNally maintained Autoliv with an Outperform rating and lowered the price target from $150 to $145.
• RBC Capital analyst Tom Narayan maintained the stock with an Outperform rating and cut the price target from $146 to $141.

Considering buying ALV stock? Here’s what analysts think:

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