Lear

Electrification And Smart Interiors Will Transform Auto Design

AnalystHighTarget

Not Invested

Community Contributor

Published

24 Apr 25

Updated

07 Mar 26

Views

07 Mar

US$138.43

AnalystHighTarget's Fair Value

US$174.47

20.7% undervalued

52.9%

-0.5%

52.9%

-0.5%

You can edit this narrative until Mar 8 12:20 AM. Then, changes will post as Updates.

Author's Valuation

US$174.4720.7% undervalued

AnalystHighTarget Fair Value

Shared on 07 Mar 26

Fair value Increased 28%

LEA: Future Margin Upside Will Rely On Automation And Premium Interiors

The analyst price target for Lear has shifted from $136 to about $174. Analysts attribute this change to the company's exposure to higher content per vehicle, interior premiumization, and an automation supported margin trajectory, which they cite as key reasons for the reset in expectations.

3 views

Shared on 07 May 25

Fair value Decreased 11%

0 views

Shared on 30 Apr 25

Fair value Increased 14%

AnalystHighTarget made no meaningful changes to valuation assumptions.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$174.47

20.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

2.52%

Historical revenue growth rate

4.84%

Auto Components revenue growth rate

0.46%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.51%

Calculation

US$1.07b

Earnings '29

9.20x

PE Ratio '29

US$9.84b

Market Cap '29

US$9.84b

Market Cap '29

43.33m

No. shares '29

US$227.00

Share Price '29

US$227.00 Share Price '29

Discounted to 2026 @ 9.45% p.a.

US$173.14

Fair Value '26