Key Stats for Lear Corporation Stock
- Price change for Lear Corporation stock: 3%
- $LEA Share Price as of May. 26: $143
- 52-Week High: $145
- $LEA Stock Price Target: $148
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What Happened?
Lear Corporation (LEA) stock is moving higher after TD Cowen analyst Itay Michaeli upgraded the auto parts supplier from Hold to Buy.
Along with the upgrade, Michaeli raised his price target from $138 to $165 — a nearly 20% jump that signals real confidence in where the business is headed. The timing lines up with a strong Q1 2026 earnings report.
- Revenue rose 5% year-over-year to $5.8 billion, while adjusted EPS came in at $3.87 — up 24% from a year ago and the highest quarterly earnings per share since Q1 2019.
- Core operating earnings grew 10% to $297 million. By most measures, it was one of the cleanest quarters Lear has put up in years.
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What the Market Is Telling Us About Lear Corporation Stock
Lear Corporation stock has been overlooked for a while, and management knows it. The company trades at a valuation multiple well below the S&P 500, even as earnings per share have grown 61% over the past four years. That gap is exactly what’s drawing analyst attention now.
The business itself is in good shape. Lear makes automotive seating and electrical systems for major automakers worldwide. In Q1, both segments posted margin improvements. The company also won a key mid-cycle wire harness contract with GM for its full-size SUV platform — a rare conquest win that suggests competitors are struggling to keep up.
CEO Ray Scott pointed to strong momentum in China, where Lear secured $280 million in new business awards in a single quarter — more than all of 2025 combined. New wins with Dongfeng, Geely, SAIC, and BAIC are set to launch as early as mid-2026.
Lear stock is also benefiting from an aggressive buyback program. The company repurchased $75 million in shares during Q1 alone and is on pace for over $300 million in buybacks this year.
With TD Cowen’s upgrade adding to a broader wave of positive analyst sentiment, Lear Corporation stock appears to be finally getting the recognition its fundamentals deserve.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
