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<blockquote data-quote="Weather Man" data-source="post: 16604750" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3680627-dana-upgraded-by-barclays-on-commercial-vehicle-electrification-traction" target="_blank">Dana upgraded by Barclays on commercial vehicle electrification traction</a></p><ul> <li data-xf-list-type="ul">Barclays is taking its rating on Dana (NYSE:<a href="https://seekingalpha.com/symbol/DAN" target="_blank">DAN</a>) back to Overweight and raised its price target to $32 per share from $22.</li> <li data-xf-list-type="ul">Barclays cut the stock to Equal Weight in December on worries that about internal combustion engine bans, but it's now incrementally positive on opportunities in commercial vehicle and off-highway electrification.</li> <li data-xf-list-type="ul">"DAN is benefitting from its relatively higher exposure to full-frame light trucks (which automakers are prioritizing during the semiconductor chip shortage) along with tailwinds in commercial truck and off-highway," analyst Brian A. Johnson writes in a note.</li> <li data-xf-list-type="ul">He lists three factors that make him comfortable with Dana's light vehicle business:</li> </ul> <ol> <li data-xf-list-type="ol">The Biden administration tilt more to EV subsidies than ICE bans.</li> <li data-xf-list-type="ol">Dana's "key LV driveline platforms will be slow to go full electric – and may still have e-axle content."</li> <li data-xf-list-type="ol">Thermal business poised to gain content in electrification.</li> </ol> <ul> <li data-xf-list-type="ul">Dana's was among <a href="https://seekingalpha.com/news/3678993-best-stocks-for-bidens-infrastructure-plan" target="_blank">KeyBanc's top picks for the Biden infrastructure plan</a>.</li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16604750, member: 137766"] [URL='https://seekingalpha.com/news/3680627-dana-upgraded-by-barclays-on-commercial-vehicle-electrification-traction']Dana upgraded by Barclays on commercial vehicle electrification traction[/URL] [LIST] [*]Barclays is taking its rating on Dana (NYSE:[URL='https://seekingalpha.com/symbol/DAN']DAN[/URL]) back to Overweight and raised its price target to $32 per share from $22. [*]Barclays cut the stock to Equal Weight in December on worries that about internal combustion engine bans, but it's now incrementally positive on opportunities in commercial vehicle and off-highway electrification. [*]"DAN is benefitting from its relatively higher exposure to full-frame light trucks (which automakers are prioritizing during the semiconductor chip shortage) along with tailwinds in commercial truck and off-highway," analyst Brian A. Johnson writes in a note. [*]He lists three factors that make him comfortable with Dana's light vehicle business: [/LIST] [LIST=1] [*]The Biden administration tilt more to EV subsidies than ICE bans. [*]Dana's "key LV driveline platforms will be slow to go full electric – and may still have e-axle content." [*]Thermal business poised to gain content in electrification. [/LIST] [LIST] [*]Dana's was among [URL='https://seekingalpha.com/news/3678993-best-stocks-for-bidens-infrastructure-plan']KeyBanc's top picks for the Biden infrastructure plan[/URL]. [/LIST] [/QUOTE]
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