$LEA

LEAR CORP

Insider trades
2
2
0
$200K
MALLETT CONRAD L JR
0%
See all $LEA insider activity →
Low

Lear Corporation Stock 12‑Month Price Target Cut to $149, Implies 21% Upside

Analyst estimates for Lear Corporation show the average 12-month price target was cut to $149 from $150.5, with a range of $130 to $179 per share. Based on the Aug. 13 close, the target implies about 21% upside. The consensus rating remains “Buy” with 6 Buys, 12 Holds, and 0 Sells.

LEA sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning LEA (LEAR CORP). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.

Recent LEA coverage spans earnings, financial news and market movers.

In the last 30 days, LEA insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($200K). The most active reporter was MALLETT CONRAD L JR with 1 filing.

What's driving LEA

  • This is a sentiment and expectations reset via analyst target reduction, not a new fundamental company disclosure.

    tradingview.com · Aug 14, 2026

  • Profit growth and robust capital and liquidity are supportive, but rising credit losses add offsetting credit-risk risk.

    tradingview.com · Aug 13, 2026

  • The update is a direct earnings-style datapoint with credit-risk reduction via a Finland NPL sale, likely supporting near-term sentiment.

    tradingview.com · Aug 13, 2026

  • Guidance up and capital return expansion are near-term positives, but the article flags persistent risk from lower platform volumes and pricing pressure.

    simplywall.st · Aug 8, 2026

  • This is a routine insider open-market sale with no stated 10b5-1 plan, but the disclosed size is modest and not a fundamental catalyst.

    SEC EDGAR · Aug 8, 2026

alphai scores every news story that mentions LEA with an AI model for sentiment and relevance, and aggregates insider trades from LEAR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LEA

Score
$LEAMedAI 8/10

Lear (LEA) Is Down 6.0% After Hiking 2026 Guidance And Expanding Buybacks And Shelf Plans – Has The Bull Case Changed?

Lear Corp (NYSE:LEA) reported Q2 2026 results with sales of $6,209.4 million and net income of $192.8 million. The company raised full-year 2026 revenue guidance to about $23.8 billion, updated second-half operating income and margin expectations, expanded share buybacks, and filed new shelf registrations including an ESOP-related offering.

$LEAHighAI 9/10

Lear Q2 Earnings Call Highlights

Lear Corporation (NYSE:LEA) reported Q2 E-Systems sales up 2% to $1.6B, but organic sales down 2% due to lower volumes tied to certain Volkswagen and Ford Mustang Mach-E programs and Ford Escape, Focus and Corsair build-outs. Adjusted earnings rose to $91M, operating margin to 5.8%. Lear raised 2026 revenue to ~$23.8B and core operating earnings to ~$1.14B, plus FCF to ~$640M.

$LEAMedAI 8/10

Lear Corporation Q2 2026 Earnings Call Summary

Lear Corporation reported record first-half revenue above $12B, with 3% sales growth and margin expansion in E-Systems. It won $2.9B in YTD business awards, including major Audi seating. Lear raised 2026 guidance to $23.8B revenue and $1.14B core operating earnings, citing higher North American volumes and China weakness. It increased buybacks to at least $350M.

$LEAMed

Why is Lear stock tumbling today?

Lear Corp shares fell 10.5% to $130.99 after the company reported Q2 results and issued cautious forward guidance. Adjusted EPS was $4.28 vs $3.92 expected, and revenue rose to $6.2B vs $6.14B. Guidance for fiscal 2026 adjusted EBITDA was $1.7B to $1.82B, with China weakness and softer production outlook cited. A shelf registration filing was also reported.

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