Comfort Features Will Drive Earnings Guidance and Platform Expansion Through 2025

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

06 Dec 25

Views

45

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.1%

7D

-0.9%

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1Y

-3.1%

7D

-0.9%

You can edit this narrative until Dec 7 9:05 PM. Then, changes will post as Updates.

Author's Valuation

US$45.617.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

THRM: Raised 2025 Guidance And Completed Buyback Will Support Higher Prices

Analysts have modestly trimmed their price target on Gentherm, now seeing fair value at approximately $45.60 per share, as a slightly lower discount rate and future P/E assumptions temper the stock’s risk-reward profile despite largely unchanged growth and margin expectations. What's in the News Gentherm raised its full year 2025 earnings guidance, now expecting product revenues between $1.47 billion and $1.49 billion, slightly tightening and lifting the prior $1.43 billion to $1.5 billion range (Key Developments).

Shared on 22 Nov 25

THRM: Share Repurchase Completion And 2025 Guidance Will Support Higher Stock Prices

Analysts have maintained their price target for Gentherm at $45.60, citing stable expectations for the company's growth prospects and profitability even as there have been minor adjustments to risk and valuation assumptions. What's in the News Gentherm Incorporated raised its earnings guidance for the full year 2025, now projecting product revenues in the range of $1.47 billion to $1.49 billion.

Shared on 08 Nov 25

Fair value Increased 0.88%

THRM: Future Revenue Range Expansion Will Likely Drive Share Price Higher

Analysts Slightly Raise Gentherm Price Target to $45.60 Analysts have modestly increased their price target for Gentherm from $45.20 to $45.60, citing incremental improvements in revenue growth estimates and updated valuation assumptions. What's in the News Gentherm has raised its earnings guidance for the full year 2025, now expecting product revenues between $1.47 billion and $1.49 billion.

Shared on 24 Oct 25

Fair value Increased 6.10%

Analysts have raised their price target for Gentherm from $42.60 to $45.20, citing improved revenue growth forecasts. This comes despite a slight decrease in profit margin expectations and minor adjustments to the discount rate and projected price-to-earnings ratio.

Shared on 31 Jul 25

With no significant changes in either the Discount Rate or Future P/E ratio, Gentherm’s consensus analyst price target remains steady at $42.60. What's in the News Gentherm raised full-year 2025 product revenue guidance to $1.43–$1.5 billion, up from $1.4–$1.5 billion.

Shared on 01 May 25

Fair value Increased 4.82%

Shared on 23 Apr 25

Fair value Decreased 4.80%

AnalystConsensusTarget has decreased revenue growth from 2.0% to 1.4%, decreased profit margin from 6.8% to 6.0% and increased future PE multiple from 14.3x to 15.9x.

Shared on 17 Apr 25

Fair value Decreased 5.24%

AnalystConsensusTarget has decreased revenue growth from 2.4% to 2.0%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 15%

AnalystConsensusTarget has decreased revenue growth from 4.7% to 2.4%, decreased profit margin from 7.9% to 6.7% and decreased future PE multiple from 17.4x to 15.2x.

AnalystConsensusTarget Fair Value

US$45.6

17.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.94%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.67%

Calculation

US$114.79m

Earnings '28

x

14.80x

PE Ratio '28

=

US$1.70b

Market Cap '28

US$1.70b

Market Cap '28

/

29.75m

No. shares '28

=

US$57.10

Share Price '28

US$57.10 Share Price '28

Discounted to 2025 @ 8.70% p.a.

=

US$44.45

Fair Value '25