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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 fundamentally attractive because its leadership in automotive seating, with about 26% JIT share and a path toward 29%, creates durable scale advantages, while conquest wins and onshoring opportunities support margin expansion and share gains. Its two-segment mix adds balance: Seating drives most of 2025 revenue of $23.3 billion, while E-Systems offers exposure to electrification and connectivity, helping offset cyclicality and support growth from new awards, including $280 million from Chinese OEMs in Q1/26. A strong balance sheet, active share repurchases, and leverage to North America production upside, especially with 42% NA exposure and GM/Ford representing about one-third of revenue, reinforce the positive outlook.

Bears say

Lear is highly exposed to a cyclical auto market, with revenue and profits tied to global vehicle production, OEM inventory swings, mix shifts, tariffs, FX, and supply-chain disruptions, all of which can quickly pressure earnings and margins. Despite 2025 revenue of $23.3 billion and management’s share-conquest ambitions, the business still relies heavily on GM and Ford for about one-third of sales, while seating remains 74% of revenue and E-Systems margin risk persists amid pricing pressure and execution challenges. Even with China growth initiatives and tariff pass-through mechanisms, the reduced 2026 tariff revenue outlook, potential H2/26 demand uncertainty, and labor exposure from 46% unionized headcount support a negative fundamental view.

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 9, 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 $144.45, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $144.45, 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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