Shared on 23 May 26

Fair value Increased 1.04%

LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward

Wall Street is split on Lear: some see it riding a wave of higher-value parts demand in cars over the next few years, while others think the good news is already baked into the stock. Lear is also stepping up share buybacks and keeping its outlook for next year, setting the stage for a debate over how much cash it can return to investors versus how much upside is left.

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Shared on 20 Feb 26

Fair value Increased 3.55%

LEA: Automation Execution And 2026 Cash Generation Will Drive Balanced Risk Reward

The updated analyst price target for Lear has increased from $139.55 to $144.50, reflecting analysts' focus on the company's free cash flow profile, balance sheet, and automation-driven margin trajectory as cited in recent research. Analyst Commentary Recent research on Lear clusters around how its cash generation, balance sheet, and automation efforts might support the current valuation and future execution.

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Shared on 06 Feb 26

Fair value Increased 9.33%

LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance

Analysts have raised their price targets on Lear, supporting a higher fair value estimate of about $140. This mainly reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples, based on the recent wave of target increases across major firms.

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Shared on 23 Jan 26

Fair value Increased 7.41%

LEA: Buybacks And 2026 Execution On Margins And Cash Flow Will Guide Upside Potential

Narrative Update on Lear The updated analyst price target for Lear has moved higher by about US$9. Analysts point to company guidance for 2026 revenue and margin growth, improving EBIT comparisons and free cash flow, as well as refreshed post-earnings models as key reasons for the change.

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Shared on 03 Dec 25

Fair value Increased 0.71%

LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance

The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.

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Shared on 19 Nov 25

Fair value Increased 0.35%

LEA: Revenue Guidance And Share Buybacks Will Drive Returns Into 2026

Lear’s analyst price target increased modestly from $117.58 to $118.00, as analysts cited improving guidance for revenue and margins heading into 2026. They also noted a more favorable risk/reward profile following recent earnings updates.

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Shared on 04 Nov 25

Fair value Increased 1.44%

The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.

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Shared on 21 Oct 25

Fair value Increased 1.53%

Analysts have modestly increased their fair value estimate for Lear to approximately $115.92. This update reflects expectations for stronger global light vehicle production and more favorable currency and commodity trends, despite slightly reduced profit margin and revenue growth forecasts.

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Shared on 07 May 25

Fair value Increased 4.36%

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Shared on 30 Apr 25

Fair value Increased 2.82%

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Shared on 23 Apr 25

Fair value Decreased 4.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 5.28%

AnalystConsensusTarget has decreased revenue growth from 1.0% to 0.6%.

1 view

Shared on 09 Apr 25

Fair value Decreased 1.01%

AnalystConsensusTarget has increased revenue growth from 0.8% to 1.0%.

1 view

Shared on 02 Apr 25

Fair value Decreased 1.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Mar 25

Fair value Increased 15%

AnalystConsensusTarget has decreased revenue growth from 1.5% to 0.8% and decreased future PE multiple from 9.1x to 7.7x.

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LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures

LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward

LEA: Automation Execution And 2026 Cash Generation Will Drive Balanced Risk Reward

LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance

LEA: Buybacks And 2026 Execution On Margins And Cash Flow Will Guide Upside Potential

LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance

LEA: Revenue Guidance And Share Buybacks Will Drive Returns Into 2026

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