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LEA

Lear (LEA) Stock Forecast & Price Target

Lear (LEA) Analyst Ratings

Based on 11 analyst ratings
Hold
Strong Buy 27%
Buy 0%
Hold 73%
Sell 0%
Strong Sell 0%

Bulls say

Lear is supported by a strong self-help profile, with Q1/26 Adj. EBIT of $297M beating consensus and E-Systems margins of 6.1% benefiting from favorable mix and FX, while new awards from Chinese OEMs and the GM full-size SUV wire harness win added $250M to the two-year backlog. Its outlook is reinforced by dominant positioning in automotive seating, where it holds about 26% JIT share and is targeting 29% through conquest wins, while its growing vertical integration, strong balance sheet, and share repurchases should support margin expansion and EPS leverage. Lear is also well positioned to benefit from 2027E-2030E growth drivers, including NA production upside, onshoring, and a recovery in E-Systems, with 2025 revenue of $23.3B, 74% of sales from Seating, and meaningful exposure to GM, Ford, the US, Mexico, and China.

Bears say

Lear is exposed to a highly cyclical auto market, with revenue and profitability tied to global vehicle production, OEM inventory shifts, mix changes, and pricing pressure that can quickly erode margins. Its 2025 revenue of $23.3 billion, with 74% from seating, is still vulnerable to lower visibility on demand, execution risk, labor disruptions, raw-material volatility, and customer concentration, as GM and Ford make up about one-third of sales. Even with 26% just-in-time share and a target of 29%, the company faces macro uncertainty, tariff-related revenue pressure, and persistent E-Systems margin risk that could offset its scale advantages.

Lear (LEA) has been analyzed by 11 analysts, with a consensus rating of Hold. 27% of analysts recommend a Strong Buy, 0% recommend Buy, 73% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Lear and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Lear (LEA) Forecast

Analysts have given Lear (LEA) a Hold based on their latest research and market trends.

According to 11 analysts, Lear (LEA) has a Hold consensus rating as of Oct 24, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $144.09, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $144.09, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Lear (LEA)


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