Gentherm (NASDAQ:THRM) Stock Gets Price Target Reduction from JPMorgan Chase & Co.

Gentherm (NASDAQ:THRM) had its price target reduced by JPMorgan Chase & Co. from $48.00 to $47.00 in a research report sent to investors on Friday,Benzinga reports. They currently have an overweight rating on the auto parts company’s stock.

Several other brokerages have also weighed in on THRM. Freedom Capital lowered Gentherm from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Zacks Research downgraded Gentherm from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Roth Capital restated a “buy” rating and issued a $50.00 target price on shares of Gentherm in a research report on Wednesday, July 29th. CJS Securities assumed coverage on Gentherm in a research note on Monday, September 14th. They issued an “outperform” rating and a $50.00 price target on the stock. Finally, Stifel Nicolaus lowered their price target on Gentherm from $48.00 to $46.00 and set a “buy” rating for the company in a report on Friday. Four investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $44.17.

Gentherm Stock Performance

Gentherm stock opened at $28.60 on Friday. The firm has a 50 day simple moving average of $35.57 and a 200-day simple moving average of $35.10. Gentherm has a 1-year low of $25.31 and a 1-year high of $48.35. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.05 and a quick ratio of 1.47. The stock has a market cap of $879.16 million, a price-to-earnings ratio of 95.33, a price-to-earnings-growth ratio of 0.66 and a beta of 1.37.

Gentherm (NASDAQ:THRM) last announced its quarterly earnings results on Thursday, October 22nd. The auto parts company reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.64 by ($0.31). The firm had revenue of $405.10 million for the quarter, compared to analyst estimates of $404.16 million. Gentherm had a return on equity of 10.30% and a net margin of 0.57%. The firm’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.73 EPS. On average, analysts expect that Gentherm will post 2.89 EPS for the current year.

Gentherm Dividend Announcement

The business also recently declared a special dividend, which was paid on Wednesday, October 7th. Stockholders of record on Monday, September 28th were paid a $1.90 dividend.

Gentherm announced that its board has initiated a share repurchase plan on Thursday, July 23rd that authorizes the company to buy back $400.00 million in shares. This repurchase authorization authorizes the auto parts company to purchase up to 36.2% of its stock through open market purchases. Share repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

Insider Activity at Gentherm

In related news, SVP Wayne Kauffman, III sold 4,700 shares of the stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $43.21, for a total transaction of $203,087.00. Following the completion of the transaction, the senior vice president owned 27,421 shares of the company’s stock, valued at approximately $1,184,861.41. This trade represents a 14.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 2.10% of the company’s stock.

Institutional Trading of Gentherm

A number of institutional investors and hedge funds have recently added to or reduced their stakes in THRM. Bank of America Corp DE purchased a new position in shares of Gentherm during the second quarter worth $9,986,000. BlackRock Inc. acquired a new stake in shares of Gentherm in the second quarter valued at $165,005,000. Deutsche Bank AG acquired a new stake in shares of Gentherm in the second quarter valued at $1,296,000. Walleye Capital LLC acquired a new stake in shares of Gentherm in the second quarter valued at $802,000. Finally, Renaissance Technologies LLC raised its holdings in shares of Gentherm by 24.5% in the 1st quarter. Renaissance Technologies LLC now owns 271,464 shares of the auto parts company’s stock valued at $7,541,000 after buying an additional 53,400 shares during the period. Hedge funds and other institutional investors own 97.13% of the company’s stock.

Key Headlines Impacting Gentherm

Here are the key news stories impacting Gentherm this week:

• Positive Sentiment: Modine integration boosts 2026 outlook: Gentherm raised full-year product-revenue guidance to $1.825 billion–$1.925 billion, up from $1.55 billion–$1.65 billion previously. Adjusted EBITDA guidance increased to $210 million–$230 million, while adjusted free cash flow is expected at $100 million–$120 million. The guidance reflects the addition of Modine Performance Technologies beginning in the fourth quarter. Gentherm Updates Outlook After Modine Performance Integration
• Positive Sentiment: Strong business momentum and capital returns: Third-quarter automotive climate and comfort revenue rose 8.8% year over year, medical revenue increased 14.6%, and Gentherm secured $555 million in new automotive awards. The company also repurchased $60 million of stock in October, with approximately $340 million remaining under its authorization, and paid a $2.07-per-share special dividend. Gentherm Reports 2026 Third Quarter Results
• Positive Sentiment: Analysts remain bullish despite target reductions: JPMorgan lowered its target from $48 to $47 while retaining an “overweight” rating, and Stifel reduced its target from $48 to $46 while maintaining a “buy” rating. Both targets imply substantial upside from the referenced share price. JPMorgan Analyst Rating
• Neutral Sentiment: Quarterly revenue exceeded expectations: Third-quarter revenue increased 4.7% to $405.1 million, slightly above the $404.2 million consensus estimate. The company described results as in line with expectations following the Modine transaction. Gentherm Q3 2026 Earnings Call Transcript
• Negative Sentiment: Profitability materially missed estimates: Adjusted EPS was $0.33, below the $0.64–$0.66 consensus, and declined from $0.73 a year earlier. Gentherm reported a GAAP loss of $2.6 million versus prior-year net income of $14.9 million. Gross margin fell to 23.3% from 24.6%, while operating cash flow dropped to $36 million from $87.8 million, reflecting material-cost, inflation and integration pressures. Gentherm Q3 Earnings Miss

About Gentherm

Gentherm Incorporated (NASDAQ: THRM) develops and manufactures thermal management and comfort technologies for the automotive and medical industries. The company’s automotive products include heated and cooled seating systems, climate-controlled seats, heated steering wheels, seat ventilation, and other technologies designed to improve passenger comfort and manage temperature.

Gentherm also provides battery thermal management systems and related technologies that support the performance, efficiency, and safety of electrified vehicles.