Titan (TWI) Stock Forecast & Price Target

Titan Intl is supported by improving 2027 demand signals, with orders up for 1Q:27 and OEMs becoming more positive as early-order books and market conditions stabilize. Its valuation also appears compelling, as the stock trades at well under 1x book value while the company works through a difficult 4Q and uses ITM sale proceeds to reduce net debt by $200M and improve refinancing flexibility. Beyond agriculture, strength in Construction, Turf, smaller tractors, and the Consumer business, plus pricing catch-up on margins as input, energy, and freight costs pass through, gives the stock multiple avenues for recovery.

Titan Intl is facing a deteriorating fundamentals picture, as revenues of $335.2M missed the $447.6M estimate and management cut 2026 revenue guidance to $1.85B-$1.87B from $1.85B-$1.95B while reducing Adj. EBITDA guidance to $91M-$101M from $105M-$115M. The outlook worsened further with new 2026 and 2027 revenue estimates lowered to $1.74B and $1.82B, Adj. EBITDA reduced to $97.1M and $103.8M, and adjusted EPS revised to -$0.40 and -$0.12, signaling weaker profitability and delayed earnings recovery. The company’s heavy exposure to agricultural, construction, and consumer end-markets, reliance on dealer inventories and OEM relationships, and ~$400M of Senior Notes due in 2028 create multiple execution and balance-sheet risks that could keep results under pressure.