Dana Incorporated (DAN), the Ohio-based maker of drivetrain, sealing, thermal-management, and electrification systems for vehicles, is covered by a handful of sell-side firms. Reviewing the most recent individual, attributable targets yields six data points: Wells Fargo at $28 (Equal-Weight), Barclays at $35 (Hold), UBS at $36 (Buy), RBC Capital at $37 (Outperform), Deutsche Bank at $39 (Buy), and J.P. Morgan at $40 (Overweight). These sum to a mean of about $35.83, which rounds to the $36 central target. The low-to-high spread runs from $28 to $40.
The consensus skews positive, with four Buy-type ratings and two Hold-type ratings and no Sell. The path to the current numbers was uneven: several firms trimmed targets in July 2026 on valuation and cyclical caution, before RBC Capital and Barclays nudged targets back up in August. That back-and-forth helps explain why the range is wide relative to the price.
With the shares near $28.23, a move to $36 would require about 28% upside — a substantial climb from current levels. The stock trades in the lower half of a 52-week range of roughly $17.43 to $39.56, having pulled back from its 2026 highs after a strong run. Reaching $36 would essentially mean recovering most of that pullback and re-approaching the upper portion of the range, a scenario that would likely require sustained margin improvement and a friendlier macro backdrop for light- and heavy-vehicle production.
Several fundamentals underpin the bullish case. Management has accelerated cost-savings initiatives and expanded its share repurchase authorization to $2 billion through 2030, and the company raised its dividend. Dana guided to 2026 adjusted EBITDA of roughly $800 million, which UBS noted came in above consensus, alongside a roughly $750 million three-year backlog. The company's e-mobility portfolio — e-axles, inverters, motors, and battery-management systems — positions it to participate in the industry's electrification shift, while a levered free cash flow figure near $630 million gives the balance sheet some flexibility. Cost discipline and buybacks provide tangible, near-term support for earnings per share even in a flat revenue environment.
The principal obstacles are cyclical and financial. Dana's results remain tied to global vehicle production, which is sensitive to consumer demand, tariffs, supply-chain disruptions, and interest rates that raise financing costs for vehicle buyers. The company carries a total debt-to-equity ratio near 76% and reported a trailing-12-month net loss, so deleveraging and a return to consistent profitability remain important. A further weakening of the auto cycle, a guidance cut, or renewed analyst target reductions could cap the stock well short of $36. Valuation compression in a sector rotation out of cyclical and auto-supplier names is another risk.
The shares sit between a major support zone in the $17–$19 area (the 52-week lows) and resistance near the $39–$40 zone, where the stock peaked in 2026. The $30 level serves as a notable psychological threshold between the two. Reaching $36 would first require clearing recent congestion below $30 and then holding above it, putting the $39–$40 prior highs back in view. A failure to reclaim $30, by contrast, would keep the stock in the lower half of its range.
Analyst price targets generally reflect a roughly 12-month research horizon, though individual assumptions vary. The most immediate catalyst is Dana's quarterly earnings report, scheduled for late October 2026, which will test the company's margin and guidance narrative. Investors should also monitor global light- and commercial-vehicle production data, any changes to cost-savings or buyback plans, analyst rating and target revisions, and macroeconomic signals such as interest-rate decisions that influence vehicle affordability and supplier demand.
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The question of whether Dana Incorporated (DAN) can reach $36 turns on execution and the auto cycle more than on a single catalyst. The $36 figure is the arithmetic mean of six current analyst targets spanning $28 to $40, implying a substantial, roughly 28% advance from the recent price near $28.23. Cost savings, buybacks, a growing backlog, and above-consensus EBITDA guidance support the bullish view, while cyclical demand risk, elevated leverage, a recent net loss, and mid-2026 target reductions argue for caution. The upcoming quarterly report and any subsequent analyst revisions will be the clearest near-term tests of whether the higher end of the range, and the $36 central target, come into reach.
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A.I.dvisor indicates that over the last year, DAN has been loosely correlated with DCH. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if DAN jumps, then DCH could also see price increases.
| Ticker / NAME | Correlation To DAN | 1D Price Change % |
|---|---|---|
| DAN | 100% | +7.49% |
| Producer Manufacturing category (348 stocks) | 11% Poorly correlated | -1.88% |