Lear

LEA · NYSE

$119.99+$0.23 (+0.19%)TodayMarket closed · Oct 20, 4:10 PM ET

Prev close $119.76

LEA analyst rating

HoldConsensus of 12 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy4
Hold8
Underperform0
Sell0

12-month price target · 16 analysts

Average $153.20 (+27.7% upside)

Low: $131.30
Now: $119.99
High: $187.95

Upgrades and downgrades

The latest rating actions, newest first

LEA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 12, 2026	Maintains	Sector Perform	$143.00 → $139.00	56%
Barclays	Oct 9, 2026	Maintains	Equal-Weight	$155.00 → $145.00	40%
UBS	Oct 7, 2026	Maintains	Neutral	$141.00 → $132.00	39%
Goldman Sachs	Oct 6, 2026	Maintains	Neutral	$140.00 → $124.00	60%
JP Morgan	Sep 15, 2026	Downgrade	Overweight → Neutral	$175.00 → $150.00	50%
Wells Fargo	Aug 3, 2026	Maintains	Equal-Weight	$137.00 → $138.00	41%
RBC Capital	Jul 13, 2026	Maintains	Sector Perform	$138.00 → $143.00	56%
JP Morgan	Jul 10, 2026	Maintains	Overweight	$153.00 → $159.00	50%
Barclays	Jul 9, 2026	Maintains	Equal-Weight	$150.00 → $155.00	40%
Wells Fargo	Jun 25, 2026	Maintains	Equal-Weight	$133.00 → $137.00	41%

The case for and against

Updated Oct 15, 2026

Bull case

Lear is well positioned by its dominant automotive seating franchise, with about 26% just-in-time share, a target of 29%, and roughly 50% share in luxury vehicles, while its E-Systems business adds scale in wire harnesses, battery connection systems, and disconnect units. Its 2025 revenue of $23.3 billion, supported by a strong balance sheet, share repurchases, and improving commercial momentum, including $280 million of new awards from Chinese OEMs in Q1/26 and $250 million added to the two-year backlog, suggests durable growth and margin expansion. The outlook is further strengthened by outsized North America exposure at 42%, which gives Lear more leverage to production upside in 2027-2028, while its broad customer base led by GM and Ford helps support recurring demand and conquest opportunities.

Bear case

Lear is highly exposed to cyclical global vehicle production, OEM inventory shifts, pricing pressure, and regional/customer concentration, with GM and Ford together representing about one-third of revenue and the U.S., Mexico, and China accounting for roughly half of sales. Its 2025 revenue of $23.3 billion is still vulnerable because seating drives 74% of sales, and the company faces added execution risk from labor disruptions, raw material volatility, tariffs, supply-chain issues, and changing vehicle mix. Although management is pursuing share gains and citing vertical integration, broad macro uncertainty, potential H2/26 demand weakness, and persistent e-systems margin pressure limit confidence in sustainable earnings improvement.

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