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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 and growth profile, with conquest wins and onshoring opportunities expected to drive accelerating revenue and margin expansion into 2027E-2030E. Its leadership in automotive seating, where it holds about 26% of the JIT market and targets 29% long term, is reinforced by vertical integration, a dominant luxury position, and a growing e-systems franchise with improving operational margins. Financially, the company has a strong balance sheet, active share repurchases, and a favorable mix of North America exposure and customer wins, including $280M in new Chinese OEM awards in Q1/26 and $297M of Adj. EBIT, which together support the positive outlook.

Bears say

Lear is exposed to a highly cyclical auto supply chain, so earnings can swing with global vehicle production, OEM inventory shifts, trim mix, tariffs, FX, and labor or supply-chain disruptions. Despite 2025 revenue of $23.3 billion and leadership in seating with 26% just-in-time share, its heavy reliance on GM and Ford, plus 74% seating concentration and unionized labor, amplifies pricing pressure and execution risk, while e-systems margin declines remain a concern. Although China growth and tariff recovery help, the company still faces limited visibility into demand, potential customer insourcing, and macro uncertainty that could offset conquest wins and its push toward 29% share.

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 4, 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 $146.27, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $146.27, 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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