LEAConsumer Cyclical · Auto PartsThe 16 Wall Street analysts covering Lear Corp. hold a median 12-month price target of $145 — +24.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 22 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Lear Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (99): The share price has been relatively steady.
Growth (51): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LEA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.3% from it.
Of the 20 most recent actions, 4 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | RBC Capital | Maintains | Sector Perform | $143 → $139 |
| 9 Oct 2026 | Barclays | Maintains | Equal-Weight | $155 → $145 |
| 7 Oct 2026 | UBS | Maintains | Neutral | $141 → $132 |
| 6 Oct 2026 | Goldman Sachs | Maintains | Neutral | $140 → $124 |
| 15 Sept 2026 | JP Morgan | Downgrade | Neutral | $175 → $150 |
| 15 Sept 2026 | JP Morgan | Downgrade | Neutral | — |
| 3 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 3 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $137 → $138 |
| 13 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 13 July 2026 | RBC Capital | Maintains | Sector Perform | $138 → $143 |
| 10 July 2026 | JP Morgan | Maintains | Overweight | — |
| 10 July 2026 | JP Morgan | Maintains | Overweight | $153 → $159 |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | $150 → $155 |
| 25 June 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 26 May 2026 | TD Cowen | Upgrade | Buy | — |
| 14 May 2026 | JP Morgan | Maintains | Overweight | — |
| 5 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 5 May 2026 | RBC Capital | Maintains | Sector Perform | — |
| 4 May 2026 | Citigroup | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LEA appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Lear Corp. returned +18.7% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 55% of US stocks
Cheaper than 89% of US stocks
Cheaper than 66% of US stocks
Cheaper than 53% of US stocks
Higher than 34% of US stocks
Higher than 55% of US stocks
Higher than 7% of US stocks
Higher than 53% of US stocks
Higher than 53% of US stocks
Higher than 68% of US stocks
Higher than 73% of US stocks
Higher than 83% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lear Corp. has a market value of $5.9B and an enterprise value of $8.5B.
Revenue in the twelve months to 30 June 2026: $23.7B. The latest quarter grew 3.0% year on year.
Net income over the same four quarters: $637.1M, a 2.7% net margin.
Diluted earnings per share, trailing twelve months: $10.73.
Free cash flow in the twelve months to 30 June 2026: $849.4M.
Lear Corp. spent $452.7M on share buybacks and $161.5M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 10.6×; forward P/E: 6.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.68%, paying out 29% of earnings.
Lear Corp. employs 164,300 people — $144K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lear Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks says Lear does not have the combination of two key ingredients that would make an earnings beat likely in its upcoming report. The item points readers to key expectations ahead of next week’s report.
Why it matters — LEA watchers may use the report’s expectations and earnings-beat assessment as context ahead of the upcoming results.
A Zacks Investment Research headline describes Lear (LEA) as a top value stock for the long term. The excerpt notes that Zacks Style Scores are a feature of its Zacks Premium research service intended to make finding stocks easier for value, growth, and momentum investors.
Why it matters — LEA watchers may note the article’s value-stock framing and its reference to Zacks’ Style Scores.
Zacks Investment Research highlights its Style Scores as a feature of its Premium research service for identifying stocks across value, growth, and momentum styles. The headline characterizes Lear as a strong growth stock.
Why it matters — LEA watchers may note the article’s positive growth-oriented framing and its reference to Zacks’ stock-rating service.
Lear appointed Jared Fedele Senior Vice President and Chief Financial Officer, effective March 1, 2027. Current CFO Jason Cardew is scheduled to retire from Lear on December 31, 2027.
Why it matters — The announcement sets out the timing of Lear’s CFO transition and Cardew’s planned retirement.
Lear Corporation will hold a conference call on October 30, 2026, at 9:00 a.m. to review its third-quarter 2026 financial results and related matters.
Why it matters — LEA watchers can note the scheduled call, where the company will review its quarterly results and related matters.
The 16 Wall Street analysts covering Lear Corp. have a median 12-month price target of $145, with estimates ranging from $122 to $179. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Lear Corp., 5 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lear Corp. 88 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Lear Corp. ranks 88 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +24.3% from the last close, and Ticker Nerd's factor model ranks Lear Corp. 88 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lear Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LEA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $122 to $179 over the next 12 months.
Lear Corp. returned +18.7% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Lear Corporation is a global automotive technology company focused on seating and E-Systems for vehicle manufacturers. Its Seating business designs, engineers, and manufactures complete seat systems and key components such as seat structures, mechanisms, foam, trim covers, headrests, and comfort features.
The most recent item we track (Zacks Investment Research, 23 Oct 2026): "Lear (LEA) Reports Next Week: Wall Street Expects Earnings Growth". Zacks says Lear does not have the combination of two key ingredients that would make an earnings beat likely in its upcoming report. The item points readers to key expectations ahead of next week’s report.
Lear Corporation is a global automotive technology company focused on seating and E-Systems for vehicle manufacturers. Its Seating business designs, engineers, and manufactures complete seat systems and key components such as seat structures, mechanisms, foam, trim covers, headrests, and comfort features. The E-Systems segment develops electrical distribution and connection systems, power distribution products, battery disconnect units, electronic control modules, and related software-enabled solutions. Lear Corporation serves major automakers worldwide with products that support vehicle comfort, connectivity, power management, and interior functionality. The company’s role in the market is centered on supplying integrated interior and electrical technologies that are used across passenger cars, light trucks, and other vehicle platforms.
CEO Mr. Raymond E. Scott Jr. · 164,300 employees · United States · https://www.lear.com
