$THRM

JPMorgan identified Adient (ADNT), Dana (DAN), and Gentherm (THRM) as top auto parts stock picks, citing self-help initiatives and structural improvements. The firm rates all three Overweight, noting discounts to peers and buyback capacity despite near-term pressures. Adient faces softer 2027 revenue but expects margin expansion. Dana benefits from commercial-vehicle demand recovery and pending deal synergies. Gentherm sees growth from comfort content and Modine combination.

Gentherm Inc's average stock price target was reduced by analysts from $48 to $47.17, with a range of $40 to $50. This implies a 56% upside from the Nov. 3 closing price. The consensus rating remains 'Buy' among 7 analysts.

Freedom Broker upgraded Gentherm (THRM) to Buy with a $40 price target, citing 68% upside potential. Q3 revenue rose 4.7% to $405.1M, but net loss was $2.6M. Adjusted EPS missed estimates by 49.2%. Management raised 2026 guidance post-Modine acquisition. InvestingPro data suggests overvaluation.

Group 1 Automotive (GPI) saw a $24.2M insider purchase by Conifer Management, while Corebridge Financial (CRBG) had an $8.7M buy by Nippon Life. Optimum Communications (OPTU) and Korro Bio (KRRO) also reported insider buys. Gentherm (THRM) had a $532.6K purchase. On the sell side, Intuitive Surgical (ISRG), Charles River Labs (CRL), Lam Research (LRCX), United Therapeutics (UTHR), and PACS Group (PACS) reported insider sales.

Gentherm director Paul Anthony Mascarenas bought 20,000 shares at $26.63 each, totaling $532,600. He now owns 22,677 shares, according to an SEC filing.

MASCARENAS PAUL ANTHONY purchased 20,000 shares of Gentherm Inc (THRM) at $26.63 ($0.53M total) on 2026-10-23.

Presley William T. (President & CEO) purchased 5,000 shares of Gentherm Inc (THRM) at $26.00 ($0.13M total) on 2026-10-23.

Stifel kept its Buy rating on Gentherm with a $46 price target, suggesting a 75.9% upside. The firm cites strong growth in automotive products, especially in China, and the acquisition of Modine Performance Technologies. Gentherm also showed robust margins despite inflation, with expectations of further improvement.

Gentherm Inc (THRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Gentherm Reports 2026 Third Quarter Results Delivered Revenue of $405 Million, up 4.4% (ex-FX) Year-over-Year 2026 Full Year Guidance Updated to Include Modine Performance Technologies Repurchased $60 Million of Common Stock in October NOVI, Michigan, October 22, 202

Gentherm (THRM) reported Q3 2026 revenue of $405.1M, up 4.7% YoY, but a net loss of $2.6M. Automotive revenue grew 8.8% YoY. The company updated full-year guidance to include Modine Performance Technologies, completed in October. Gentherm repurchased $60M of stock and has $340M remaining in its buyback program.