Gentherm (NASDAQ:THRM) Given New $46.00 Price Target at Stifel Nicolaus

Gentherm (NASDAQ:THRM) had its price target lowered by equities research analysts at Stifel Nicolaus from $48.00 to $46.00 in a report issued on Friday, Benzinga reports. The brokerage currently has a “buy” rating on the auto parts company’s stock. Stifel Nicolaus‘s price objective suggests a potential upside of 75.91% from the stock’s current price.

Several other brokerages also recently issued reports on THRM. Weiss Ratings raised shares of Gentherm from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 29th. Zacks Research cut shares of Gentherm from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Roth Capital reaffirmed a “buy” rating and set a $50.00 price objective on shares of Gentherm in a report on Wednesday, July 29th. Wall Street Zen lowered shares of Gentherm from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Finally, Freedom Capital cut shares of Gentherm from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Four research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Gentherm has an average rating of “Hold” and a consensus price target of $44.33.

Gentherm Stock Down 8.1%

Shares of NASDAQ THRM opened at $26.15 on Friday. The stock has a market cap of $803.85 million, a PE ratio of 10.12, a PEG ratio of 0.66 and a beta of 1.37. The business has a fifty day moving average of $35.88 and a two-hundred day moving average of $35.10. Gentherm has a 52-week low of $25.31 and a 52-week high of $48.35. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.49 and a current ratio of 2.06.

Gentherm (NASDAQ:THRM) last posted its earnings results on Thursday, October 22nd. The auto parts company reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.64 by ($0.31). Gentherm had a return on equity of 12.06% and a net margin of 1.68%. The firm had revenue of $405.10 million during the quarter, compared to the consensus estimate of $404.16 million. During the same period in the previous year, the company posted $0.73 EPS. The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. As a group, equities research analysts expect that Gentherm will post 2.89 earnings per share for the current fiscal year.

Gentherm announced that its Board of Directors has approved a share buyback program on Thursday, July 23rd that permits the company to repurchase $400.00 million in shares. This repurchase authorization permits the auto parts company to reacquire up to 36.2% of its shares through open market purchases. Stock repurchase programs are typically a sign that the company’s management believes its shares are undervalued.

Insider Activity at Gentherm

In related news, SVP Wayne Kauffman, III sold 4,700 shares of the business’s 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 sale, the senior vice president directly owned 27,421 shares of the company’s stock, valued at $1,184,861.41. The trade was a 14.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 2.10% of the stock is currently owned by corporate insiders.

Institutional Trading of Gentherm

Institutional investors and hedge funds have recently made changes to their positions in the business. Meeder Asset Management Inc. acquired a new position in shares of Gentherm in the 2nd quarter valued at $30,000. Allworth Financial LP bought a new position in shares of Gentherm in the 2nd quarter worth $37,000. Public Employees Retirement System of Ohio bought a new position in shares of Gentherm in the 2nd quarter worth $39,000. Globeflex Capital L P acquired a new stake in shares of Gentherm during the second quarter worth $133,000. Finally, Leonteq Securities AG grew its stake in shares of Gentherm by 13.3% during the first quarter. Leonteq Securities AG now owns 5,289 shares of the auto parts company’s stock worth $147,000 after purchasing an additional 621 shares during the period. Institutional investors own 97.13% of the company’s stock.

Gentherm News Summary

Here are the key news stories impacting Gentherm this week:

• Positive Sentiment: Gentherm raised its 2026 outlook to include Modine’s expected fourth-quarter contribution, targeting product revenue of $1.825 billion–$1.925 billion, adjusted EBITDA of $210 million–$230 million and adjusted free cash flow of $100 million–$120 million. Gentherm Reports 2026 Third Quarter Results
• Positive Sentiment: Product revenue increased 4.7% year over year to $405.1 million, slightly exceeding analyst expectations. Automotive Climate and Comfort Solutions revenue grew 8.8%, while medical revenue rose 14.6%. Gentherm also secured $555 million in automotive awards during the quarter. Gentherm Reports $405.1 Million Third-Quarter Revenue and Net Loss
• Positive Sentiment: Capital returns may support the stock: Gentherm paid a $2.07-per-share special dividend and repurchased $60 million of stock in October, with approximately $340 million remaining under its buyback authorization.
• Neutral Sentiment: Management described the Modine combination as creating a broader, more diversified thermal-management company, but investors will be watching whether projected synergies and growth materialize as integration proceeds. Gentherm’s Earnings Call Highlights Modine-Fueled Expansion
• Negative Sentiment: Adjusted EPS was $0.33, below the $0.64 consensus estimate and down from $0.73 a year earlier. GAAP results showed a $2.6 million net loss versus $14.9 million of profit in the prior-year quarter.
• Negative Sentiment: Gross margin fell to 23.3% from 24.6% because of higher material costs, inflation and foreign-exchange effects. Operating cash flow also dropped to $36.0 million from $87.8 million, adding pressure to the near-term earnings outlook.

Gentherm Company Profile

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.