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Lear: TD Cowen Raises Hold Rating, PT to $133 from $117

UBS Group

UBS Maintains Neutral Rating, Raises PT to $145 from $135.

Wells Fargo

Wells Fargo maintains Equal-Weight, PT raised to $131 from $123.

Lear shares surge 10.74% intraday after Q4 earnings beat and 5% revenue growth.

Morgan Stanley

Morgan Stanley Maintains Equal-Weight, Raises PT to $123 from $112

Catalyst<ul> <li>Recent inflow in the Extra-large fund bucket indicates strong institutional confidence in LEA.</li></ul>Risk<ul> <li>Technical analysis shows bearish signals dominate, with three negative patterns (Bullish Engulfing and two Marubozu White) biasing toward a weaker outlook.</li> <li>Fundamental indicators highlight concerns around profitability, with declining gross profit margin and net income quality raising doubts.</li> <li>Analyst sentiment is entirely neutral, suggesting a lack of strong conviction or optimism from the professional community.</li></ul>

Key Factors

Lear (LEA) reported Q4 2025 adjusted earnings per share of $3.41, exceeding estimates of $2.67, and revenue of $6.0 billion, surpassing expectations of $5.8 billion.LEA secured $1.4 billion in E-Systems business awards in FY25 and repurchased $325 million in shares, but expects a 1% revenue decline for FY26 excluding external factors.Lear projects FY26 net sales between $232.1–240.1 billion, surpassing FactSet’s estimate, and plans to invest $1.5 billion in technologies related to digital data, electrification, and autonomous driving.

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