Update shared on 06 Dec 2025
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).
- The company reported no share repurchases between July 1, 2025 and September 30, 2025. It confirmed completion of 1,021,070 shares repurchased in total, representing 3.29% of shares outstanding for $39.9 million under the buyback announced on June 5, 2024 (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately $45.60 per share, indicating stable overall valuation despite minor model updates.
- Discount Rate: Fallen slightly from about 8.81% to 8.70%, modestly lowering the implied cost of capital.
- Revenue Growth: Effectively unchanged at roughly 3.02% per year, signaling a consistent long term top line outlook.
- Net Profit Margin: Stable at about 7.15%, reflecting no material shift in expected profitability assumptions.
- Future P/E: Edged down slightly from about 14.84x to 14.80x, implying a marginally more conservative valuation multiple.
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