UBS Says Lear Secures GM T1XX Program, Price Target $135
Written by Emily J. Thompson, Senior Investment Analyst
According to reports, Lear (LEA) has secured GM's (GM) T1XX program at Orion, with production starting in 2027, a result largely anticipated but not previously included in backlog, UBS tells investors in a research note. The win is neutral to slightly positive for Lear but negative for Magna (MGA), which previously operated the facility, the firm says. UBS has a Neutral rating and $135 price target on Lear shares.
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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 125.86 USD with a low forecast of 112.00 USD and a high forecast of 146.00 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.
8 Analyst Rating
2 Buy
6 Hold
0 Sell
Hold
Current: 119.330
Low
112.00
Averages
125.86
High
146.00
Current: 119.330
Low
112.00
Averages
125.86
High
146.00
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.
Lear Corporation to Review Q4 and Full Year 2025 Financial Results on February 4, 2026
- Earnings Call Announcement: Lear Corporation will hold a conference call on February 4, 2026, at 9:00 a.m. EST to review its fourth quarter and full year 2025 financial results, which is expected to provide investors with crucial financial data and future outlook.
- Participation Details: The conference code is 0809356, and investors can listen to the live audio webcast on Lear's Investor Relations website, ensuring they stay updated on the company's latest developments.
- Replay Availability: A replay of the call will be available two hours after its conclusion on Lear's website, allowing investors who could not attend live to catch up on important information.
- Slide Presentation: Prior to the earnings call, Lear will post a slide presentation detailing the fourth quarter and full year 2025 financial results on its website, providing investors with comprehensive financial context and data support.
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