Automotive Interior Materials Company Evaluation Report 2025 | Lear, Asahi Kasei, and Toyota Boshoku Lead by Driving Innovation in Automotive Interiors, Electrification, and Sustainable Mobility | Intellectia.AI
Automotive Interior Materials Company Evaluation Report 2025 | Lear, Asahi Kasei, and Toyota Boshoku Lead by Driving Innovation in Automotive Interiors, Electrification, and Sustainable Mobility
Written by Emily J. Thompson, Senior Investment Analyst
Market Overview: The Automotive Interior Materials market is evolving with a focus on luxury, personalization, and sustainability, driven by the rise of electric and autonomous vehicles. Key players like Lear Corporation, Asahi Kasei, and Toyota Boshoku are innovating through partnerships and advanced materials to meet consumer demands.
Challenges and Trends: The industry faces challenges such as raw material price volatility and stringent regulations, while also adapting to trends like lightweighting for fuel efficiency and the integration of smart technologies in vehicle interiors.
LEA
$115.51+Infinity%1D
Analyst Views on LEA
Wall Street analysts forecast LEA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEA is 116.22 USD with a low forecast of 103.00 USD and a high forecast of 138.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast LEA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEA is 116.22 USD with a low forecast of 103.00 USD and a high forecast of 138.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
7 Hold
0 Sell
Hold
Current: 116.070
Low
103.00
Averages
116.22
High
138.00
Current: 116.070
Low
103.00
Averages
116.22
High
138.00
Citi
Buy
upgrade
$136 -> $146
2025-12-15
New
Reason
Citi
Price Target
$136 -> $146
2025-12-15
New
upgrade
Buy
Reason
Citi raised the firm's price target on Lear to $146 from $136 and keeps a Buy rating on the shares. The firm cites its new 2027 estimates for the target boost. It believes the seating suppliers like the Lear have the most leverage to an eventual recovery in auto volumes.
Morgan Stanley
Andrew Percoco
Overweight -> Equal Weight
downgrade
$115 -> $112
2025-12-08
Reason
Morgan Stanley
Andrew Percoco
Price Target
$115 -> $112
2025-12-08
downgrade
Overweight -> Equal Weight
Reason
Morgan Stanley analyst Andrew Percoco downgraded Lear to Equal Weight from Overweight with a price target of $112, down from $115, following a change in analysts. The firm adjusted ratings in the autos and shared mobility group as part of its 2026 outlook. Morgan Stanley is "leaning more cautious" into next year, saying the electric vehicle "winter" will sustain through 2026. This is counterbalanced by a "moderately more positive" outlook on internal combustion engines and hybrids, the analyst tells investors in a research note.
Evercore ISI
In Line
maintain
$110 -> $120
2025-11-24
Reason
Evercore ISI
Price Target
$110 -> $120
2025-11-24
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Lear to $120 from $110 and keeps an In Line rating on the shares. The firm, which adjusts its auto sector targets to 2027 methodologies, contends that the sector shows promise due to the "K-economy" and replacement demand. The firm sees 20%-plus upside for the auto sector in the next year, driven by a shift from "25 Fears" to "27 Outlooks," the analyst added.
Barclays
Dan Levy
Equal Weight
maintain
$120 -> $125
2025-11-10
Reason
Barclays
Dan Levy
Price Target
$120 -> $125
2025-11-10
maintain
Equal Weight
Reason
Barclays analyst Dan Levy raised the firm's price target on Lear to $125 from $120 and keeps an Equal Weight rating on the shares following the earnings report. The company guided 2026 to growth in revenue and margins, the analyst tells investors in a research note.
About LEA
Lear Corporation is a global automotive technology company. The Company's segments include Seating and E-Systems. The Company's Seating segment consists of the design, development, engineering and manufacture of complete seat systems and key seat components. Its key seat component product offerings include seat trim covers; surface materials such as leather and fabric; seat mechanisms; seat foam; headrests; and thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products. Its E-Systems segment consists of the design, development, engineering and manufacture of complete electrical distribution and connection systems; high-voltage power distribution products, including battery disconnect units (BDUs); and low-voltage power distribution products and electronic controllers. These capabilities enable it to provide its customers with customizable solutions with optimized designs for both low-voltage and high-voltage vehicle architectures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
