最新ニュース Lear (NYSE:LEA) 株価情報

Lear

Lear Corp designs, develops, and manufactures automotive seating and electrical systems and components. The company has two reporting segments Seating and E-Systems. Seating components include frames and mechanisms, covers (leather and woven fabric), seat heating and cooling, foam, and headrests. Automotive electrical distribution and connection systems and electronic systems include wiring harnesses, terminals and connectors, on-board battery chargers, high-voltage battery management systems. The company earns most of its revenue from the seating segment.

Lear Corp

Siren DIVCON Leaders Dividend ETF

LEGACY EDUCATION ALLIANCE by Legacy Education Alliance, Inc.

Legacy Education Alliance Inc

Strategic Asset Leasing Inc

Leatt Corp

WIIM

ADNT

APTV

FOXF

HLLY

LAZR

LCID

MBLY

PATK

RIVN

TSLA

Shares of auto and auto parts stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate supply chain uncertainty in the sector.

JP Morgan analyst Ryan Brinkman maintains Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Overweight and raises the price target from $119 to $120.

News

Price Target

Analyst Ratings

JP Morgan Maintains Overweight on Lear, Raises Price Target to $120

Ratings for Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) were provided by 10 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $99.9, a high estimate of $125.00, and a low estimate of $83.00. A 7.02% drop is evident in the current average compared to the previous average price target of $107.44. 
<img src="https://www.benzinga.com/files/images/story/2025/1746655230_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Lear among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Spak</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$95.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Colin Langan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$89.00</td>
<td>$87.00</td>
</tr>
<tr>
<td>Michael Ward</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Buy</td>
<td>$123.00</td>
<td>-</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$85.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Joseph Spak</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$83.00</td>
<td>$102.00</td>
</tr>
<tr>
<td>Mark Delaney</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$84.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Adam Jonas</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Chris McNally</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$110.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Joseph Spak</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$102.00</td>
<td>$104.00</td>
</tr>
<tr>
<td>Colin Langan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$103.00</td>
<td>$99.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Lear. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Lear compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Lear's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Capture valuable insights into Lear's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LEA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Lear analyst ratings.</a>
<h2>Delving into Lear's Background</h2>
Lear Corp designs, develops, and manufactures automotive seating and electrical systems and components. The company has two reporting segments Seating and E-Systems. Seating components include frames and mechanisms, covers (leather and woven fabric), seat heating and cooling, foam, and headrests. Automotive electrical distribution and connection systems and electronic systems include wiring harnesses, terminals and connectors, on-board battery chargers, high-voltage battery management systems. The company earns most of its revenue from the seating segment.
<h3>Breaking Down Lear's Financial Performance</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Decline in Revenue: Over the 3M period, Lear faced challenges, resulting in a decline of approximately -2.17% in revenue growth as of 31 December, 2024. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.
Net Margin: Lear's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.54% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Lear's ROE excels beyond industry benchmarks, reaching 1.91%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Lear's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 0.61%, the company showcases efficient use of assets and strong financial health.
Debt Management: Lear's debt-to-equity ratio is below the industry average. With a ratio of 0.65, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Significance of Analyst Ratings Explained</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Lear Stock

UBS analyst Joseph Spak maintains Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Neutral and raises the price target from $83 to $95.

UBS Maintains Neutral on Lear, Raises Price Target to $95

Wells Fargo analyst Colin Langan maintains Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Equal-Weight and raises the price target from $87 to $89.

Wells Fargo Maintains Equal-Weight on Lear, Raises Price Target to $89

2025 Financial Outlook Given the uncertainty in industry production caused by the evolving tariff environment, we are not reaffirming&nbsp;our 2025 financial outlook at this time. We remain confident in delivering the operating performance commitments for 2025 that we highlighted in our February 2025 earnings call. We intend to provide updates as visibility on industry production improves.

Guidance

Lear Not Reaffirming 2025 Financial Outlook Given The Uncertainty In Industry Production Caused By Evolving Tariff Environment

Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) reported quarterly earnings of $3.12 per share which beat the analyst consensus estimate of $2.70 by 15.56 percent. This is a 1.89 percent decrease over earnings of $3.18 per share from the same period last year. The company reported quarterly sales of $5.56 billion which beat the analyst consensus estimate of $5.52 billion by 0.64 percent. This is a 7.26 percent decrease over sales of $6.00 billion the same period last year.

Earnings

Earnings Beats

Lear Q1 Adj. EPS $3.12 Beats $2.70 Estimate, Sales $5.56B Beat $5.52B Estimate

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ALAB

ALGS

ALGT

AMTM

ANDE

ANET

ANGI

ARDT

ARIS

ARMK

ARQT

ARRY

ATKR

ATOM

ATRO

AUDC

AVNS

AVNT

AVNW

AZEK

BALL

BBNX

BCAB

BLDP

BRLT

BWIN

BWMN

CCCS

CCLD

CDRE

CELH

CGAU

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Embraer-Empresa Brasileira De Aeronautica

ESPR

EVGO

Earnings Scheduled For May 6, 2025

BofA Securities analysts John Murphy and Federico Merendi shared their thoughts on <a href="https://www.benzinga.com/topic/mobility">the automotive industry </a>on Wednesday, after organizing the Global Automotive Summit on April 15-16.
Tariffs are expected to pose challenges for automakers, with more updates anticipated as Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) release their first-quarter earnings, the analysts said.
Ford emphasized the need to compete more effectively with Chinese electric vehicle (EV) manufacturers, who lead in battery innovation and rapid model development. 
While exploring potential partnerships, Ford is advancing its low-cost EV efforts through its Skunkworks initiative and expanding high-margin, stable subscription revenue from connected vehicles, with over 650,000 current subscribers, the analysts noted.
GM plans to leverage Cadillac's legacy further with participation in Formula One as a global growth strategy. Separately, Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) outlined its ongoing collaboration with Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) and its focus on cost reduction and brand visibility.
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44949808/zyn-gum-makers-smoke-free-business-revenue-jumps-15-raises-annual-profit-outlook">Zyn Gum Maker&#8217;s Smoke-Free Business Revenue Jumps 15%, Raises Annual Profit Outlook</a>
Demand for new vehicles remained strong leading up to the tariff news, with a continued uptick in foot traffic into mid-April. 
First-quarter gross profit per unit (GPU) is expected to hold steady or match fourth-quarter levels. Automakers appear to be adopting a wait-and-see approach to tariffs, with no immediate plans to increase vehicle prices.
In the ratings agency panel hosted by the analysts, S&amp;P classified both Ford and GM in the &#8220;High Risk&#8221; category, citing potential negative rating actions due to tariffs. 
While Ford's BBB-/N rating might see a CreditWatch Negative status, S&amp;P's timeline for such action remains uncertain, with a potential downgrade expected by late 2025.
The panelists agreed that tariffs could cost OEMs $6,000 to $8,000 per car, with the risk of passing costs to consumers. They expressed concern over supply chain disruptions, particularly regarding parts under USMCA protections and China's control over rare materials like batteries.
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44936972/vertiv-nvidia-igenius-launch-ai-supercomputer-project-in-italy">Vertiv, NVIDIA, iGenius Launch AI Supercomputer Project In Italy</a></li>
</ul>
Photo: Shutterstock

Analyst Color

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VWAGY

Automakers Are Struggling With Tariffs And EV Competition, Say Analysts

Citigroup analyst Michael Ward initiates coverage on Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Buy rating and announces Price Target of $123.

Initiation

Citigroup Initiates Coverage On Lear with Buy Rating, Announces Price Target of $123

During the last three months, 9 analysts shared their evaluations of Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>), revealing diverse outlooks from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $105.56, a high estimate of $143.00, and a low estimate of $83.00. Experiencing a 10.71% decline, the current average is now lower than the previous average price target of $118.22. 
<img src="https://www.benzinga.com/files/images/story/2025/1744750857_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of Lear among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Dan Levy &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $85.00&#x7C;$115.00 &#x7C; 
&#x7C;Joseph Spak &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $83.00&#x7C;$102.00 &#x7C; 
&#x7C;Mark Delaney &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Neutral &#x7C; $84.00&#x7C;$117.00 &#x7C; 
&#x7C;Adam Jonas &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $125.00&#x7C;$135.00 &#x7C; 
&#x7C;Chris McNally &#x7C;Evercore ISI Group &#x7C;Lowers &#x7C;In-Line &#x7C; $110.00&#x7C;$125.00 &#x7C; 
&#x7C;Joseph Spak &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $102.00&#x7C;$104.00 &#x7C; 
&#x7C;Colin Langan &#x7C;Wells Fargo &#x7C;Raises &#x7C;Equal-Weight &#x7C; $103.00&#x7C;$99.00 &#x7C; 
&#x7C;Ryan Brinkman &#x7C;JP Morgan &#x7C;Lowers &#x7C;Overweight &#x7C; $143.00&#x7C;$147.00 &#x7C; 
&#x7C;Dan Levy &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $115.00&#x7C;$120.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Lear. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Lear compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Lear's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Lear's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LEA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Lear analyst ratings.</a>
<h2>All You Need to Know About Lear</h2>
Lear Corp designs, develops, and manufactures automotive seating and electrical systems and components. The company has two reporting segments Seating and E-Systems. Seating components include frames and mechanisms, covers (leather and woven fabric), seat heating and cooling, foam, and headrests. Automotive electrical distribution and connection systems and electronic systems include wiring harnesses, terminals and connectors, on-board battery chargers, high-voltage battery management systems. The company earns most of its revenue from the seating segment.
<h3>Financial Insights: Lear</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Growth: Lear's revenue growth over a period of 3M has faced challenges. As of 31 December, 2024, the company experienced a revenue decline of approximately -2.17%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Lear's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.54% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Lear's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 1.91%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Lear's ROA excels beyond industry benchmarks, reaching 0.61%. This signifies efficient management of assets and strong financial health.
Debt Management: Lear's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.65.
<h2>The Basics of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

9 Analysts Have This To Say About Lear

Barclays analyst Dan Levy maintains Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Equal-Weight and lowers the price target from $115 to $85.

Barclays Maintains Equal-Weight on Lear, Lowers Price Target to $85

UBS analyst Joseph Spak maintains Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) with a Neutral and lowers the price target from $102 to $83.

UBS Maintains Neutral on Lear, Lowers Price Target to $83

Goldman Sachs analyst Mark Delaney is hitting the brakes on U.S. auto sales and global production forecasts, <a href="https://www.benzinga.com/topic/auto-industry" target="_blank" rel="noreferrer noopener">citing tariff troubles and weaker consumer demand.</a>
Although the reciprocal tariffs announced on April 9 were delayed, still sector-specific tariffs (including auto tariffs) are projected to &#8220;remain in place,&#8221; the analyst cautions.
According to Delaney, the proposed tariffs would raise the cost of importing and manufacturing vehicles in the U.S. by at least a low- to mid-single-digit thousand-dollar level on average.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/25/04/44733931/volkswagen-sees-ev-boom-in-europe-while-audi-battles-recall-woes-amid-tariff-turbulence" rel="noreferrer noopener">Volkswagen Sees EV Boom In Europe While Audi Battles Recall Woes Amid Tariff Turbulence</a>
The analyst highlights that the auto industry will have difficulty fully passing on these costs, particularly as consumer demand weakens.
Delaney assumes that new vehicle net prices in the U.S. will rise by about $2,000 to $4,000 over the next 6–12 months due to tariff impacts.
The analyst now projects U.S. auto sales to hit 15.40 million units in 2025 and 15.25 million in 2026, down from previous estimates of 16.25 million and 16.35 million, respectively.
Here are the key analyst downgrades of major auto players:
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>): Delaney downgraded Ford from Buy to Neutral,<a target="_blank" href="https://www.benzinga.com/quote/F/analyst-ratings" rel="noreferrer noopener"> with a price forecast of $9.</a>
While the analyst still sees long-term opportunities in Ford&#8217;s shift toward software, services and continued cost-cutting, Delaney downgraded the stock.
The change reflects a tougher cyclical environment marked by global competition, weaker demand, rising tariff-related costs, and a higher valuation relative to traditional auto peers.
General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>): Delaney reiterated the Buy rating on the stock, <a href="https://www.benzinga.com/quote/GM/analyst-ratings" target="_blank" rel="noreferrer noopener">with a price forecast of $63.</a>
He lowered estimates to reflect a tougher cyclical outlook and rising competition, especially in China and globally.
However, Delaney noted that General Motors trades at a much lower P/E multiple than Ford and is expected to face slightly less impact from tariffs on its earnings.
Ford shares are trading lower by 5% to $9.025 at last check Thursday.
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): Regarding Tesla, Delaney acknowledged headwinds like weaker auto demand, softer consumer sentiment, tariff-related costs (including in its Energy division) <a href="https://www.benzinga.com/quote/TSLA/analyst-ratings" target="_blank" rel="noreferrer noopener">and risks tied to U.S. EV policies.</a> 
He highlighted Tesla&#8217;s long-term growth potential in AI and reiterated the company&#8217;s Neutral rating, with a price forecast of $260.
TSLA shares are trading lower by 9.95% to $11.24 at last check Thursday.
Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>): Delaney noted that the company faces risks from reduced U.S. EV policy<a href="https://www.benzinga.com/quote/RIVN/analyst-ratings" target="_blank" rel="noreferrer noopener"> support and a weaker economic backdrop.</a> The analyst maintained a Neutral rating on Rivian and a price forecast of $12.
RIVN shares are trading lower by 4.57% to $11.24 at last check Thursday.
Apart from these, the analyst writes that tier 1 suppliers like Lear Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) and Visteon Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VC#NASDAQ">VC</a>) will struggle to fully offset lower industry volumes. These stocks are <a href="https://www.benzinga.com/quote/LEA/analyst-ratings" target="_blank" rel="noreferrer noopener">downgraded from Buy to Neutral.</a>
Delaney writes that Visteon and Lear have the highest tariff exposure as a percentage of EBIT, limiting their ability to offset tariffs, <a href="https://www.benzinga.com/quote/VC/analyst-ratings" target="_blank" rel="noreferrer noopener">which is a downside risk.</a>
VC shares are trading lower by 10.5% to $66.01 at last check on Thursday, while LEA shares are trading lower by 8.89% to $75.50.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44740040/chinas-growth-outlook-dims-as-trumps-125-tariffs-put-millions-of-jobs-at-risk-goldman-warns" target="_blank" rel="noreferrer noopener">China&#8217;s Growth Outlook Dims As Trump&#8217;s 125% Tariffs Put Millions Of Jobs At Risk, Goldman Warns</a></li>
</ul>
Photo: Shutterstock

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Goldman Sachs Hits The Brakes: Auto Tariffs & Slumping Demand May Shake Up Ford, Tesla, Rivian, Lear & Visteon

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Shares of auto and auto component stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Goldman Sachs analyst Mark Delaney downgrades Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) from Buy to Neutral and lowers the price target from $117 to $84.

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Goldman Sachs Downgrades Lear to Neutral, Lowers Price Target to $84

Shares of auto and auto component stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Shares of auto and auto component stocks are trading lower on continued tariff concerns ahead of the China tariff deadline. Auto part tariffs could increase costs for producers and suppliers.

Shares of auto component stocks are trading lower as markets react to President Trump's recent announcement of sweeping tariffs. The White House rebutted reports of a tariff pause and President Trump said the US will impose additional 50% tariffs on China if China does not withdraw its 34% increase. Auto part tariffs could increase costs for producers and suppliers.

Shares of auto component stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

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Lear Reports First Quarter 2025 Results

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