Bharat Forge shares fall 2.7% to May low as weak results and export uncertainty prompt brokerage downgrades.

• Export worries, weak Q1, and U.S. tariff risks lead Motilal, Ambit to cut EPS estimates and price targets.
• ~33% revenue exposure to U.S.; cautious outlook weighs on investor sentiment and earnings visibility.
• Stock down 14.4% YTD vs Nifty Auto’s 3% gain; analysts maintain "hold" with Rs 1,100 median target.