Gentherm (NASDAQ:THRM) Stock Gets Price Target Trim from Stifel Nicolaus

Gentherm (NASDAQ:THRM) had its price target trimmed by Stifel Nicolaus from $48.00 to $46.00 in a report issued on Friday, Marketbeat.com reports. The firm currently has a buy rating on the auto parts company’s stock.

A number of other equities research analysts have also weighed in on THRM. Roth Capital restated a “buy” rating and issued a $50.00 price objective on shares of Gentherm in a report on Wednesday, July 29th. Zacks Research downgraded shares of Gentherm from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. Wall Street Zen downgraded shares of Gentherm from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Weiss Ratings raised Gentherm from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 29th. Finally, Freedom Capital lowered Gentherm from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. Four research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Gentherm has a consensus rating of “Hold” and a consensus price target of $44.17.

Gentherm Stock Performance

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

Gentherm (NASDAQ:THRM) last issued 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 net margin of 0.57% and a return on equity of 10.30%. The firm had revenue of $405.10 million during the quarter, compared to analyst estimates of $404.16 million. During the same period last year, the business earned $0.73 EPS. The firm’s revenue was up 4.7% compared to the same quarter last year. On average, analysts predict that Gentherm will post 2.89 earnings per share for the current fiscal year.

Gentherm Announces Dividend

The firm also recently announced a special dividend, which was paid on Wednesday, October 7th. Investors of record on Monday, September 28th were paid a dividend of $1.90 per share.

Gentherm declared that its Board of Directors has initiated a share buyback plan on Thursday, July 23rd that allows the company to repurchase $400.00 million in shares. This repurchase authorization allows the auto parts company to repurchase up to 36.2% of its shares through open market purchases. Share repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at Gentherm

In other Gentherm 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 value of $203,087.00. Following the transaction, the senior vice president directly owned 27,421 shares in the company, valued at $1,184,861.41. This represents a 14.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 2.10% of the stock is owned by company insiders.

Institutional Trading of Gentherm

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Viking Fund Management LLC acquired a new position in shares of Gentherm in the 3rd quarter valued at $266,000. Moody National Bank Trust Division grew its position in shares of Gentherm by 8.3% in the 3rd quarter. Moody National Bank Trust Division now owns 38,780 shares of the auto parts company’s stock valued at $1,291,000 after buying an additional 2,972 shares during the last quarter. Tidal Investments LLC grew its position in shares of Gentherm by 9.4% in the 2nd quarter. Tidal Investments LLC now owns 23,651 shares of the auto parts company’s stock valued at $807,000 after buying an additional 2,030 shares during the last quarter. Engineers Gate Manager LP grew its position in shares of Gentherm by 95.0% in the 2nd quarter. Engineers Gate Manager LP now owns 17,200 shares of the auto parts company’s stock valued at $587,000 after buying an additional 8,380 shares during the last quarter. Finally, Corient Private Wealth LP raised its stake in Gentherm by 43.4% during the 2nd quarter. Corient Private Wealth LP now owns 11,780 shares of the auto parts company’s stock worth $402,000 after acquiring an additional 3,565 shares in the last quarter. Institutional investors and hedge funds own 97.13% of the company’s stock.

Gentherm News Summary

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

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.