Stifel Nicolaus Issues Positive Forecast for Gentherm (NASDAQ:THRM) Stock Price

Key Points

• Stifel Nicolaus raised its price target on Gentherm from $37 to $38 and maintained a "buy" rating, implying roughly a 28.2% upside from the prior close.
• Gentherm reported a strong Q1 beat — EPS $0.84 vs. $0.53 expected and record revenue of $393.7M (up ~11% YoY) — and management confirmed its FY2026 outlook, which the report cites as the main positive catalyst.
• Analyst sentiment is mixed: the average rating is "Hold" with an average target of $37.20, while institutional ownership is high (~97%) and the stock was trading around $29.64, indicating potential upside if momentum continues.

Gentherm (NASDAQ:THRM - Get Free Report) had its price target increased by investment analysts at Stifel Nicolaus from $37.00 to $38.00 in a research note issued on Friday,Benzinga reports. The firm currently has a "buy" rating on the auto parts company's stock. Stifel Nicolaus' price target suggests a potential upside of 28.22% from the company's previous close.

A number of other brokerages have also recently issued reports on THRM. Argus upgraded Gentherm to a "hold" rating in a report on Friday, February 27th. Roth Mkm reduced their price objective on shares of Gentherm from $44.00 to $39.00 and set a "buy" rating for the company in a report on Monday, March 23rd. Wall Street Zen lowered shares of Gentherm from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 21st. Robert W. Baird lifted their price target on Gentherm from $33.00 to $34.00 and gave the company a "neutral" rating in a research note on Friday. Finally, Loop Capital set a $38.00 price objective on Gentherm in a research note on Wednesday, February 25th. Two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $37.20.

Gentherm Stock Up 3.1%

Shares of NASDAQ THRM opened at $29.64 on Friday. Gentherm has a 1 year low of $24.05 and a 1 year high of $39.48. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.92 and a quick ratio of 1.30. The firm has a market cap of $908.34 million, a PE ratio of 48.54 and a beta of 1.34. The company has a 50 day simple moving average of $29.65 and a 200 day simple moving average of $33.74.

Gentherm (NASDAQ:THRM - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The auto parts company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.31. The firm had revenue of $393.71 million for the quarter, compared to analyst estimates of $363.82 million. Gentherm had a net margin of 1.22% and a return on equity of 10.07%. The business's quarterly revenue was up 11.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.51 earnings per share. On average, research analysts forecast that Gentherm will post 2.56 EPS for the current year.

Institutional Investors Weigh In On Gentherm

A number of hedge funds and other institutional investors have recently bought and sold shares of THRM. Nisa Investment Advisors LLC increased its position in Gentherm by 20.3% during the 3rd quarter. Nisa Investment Advisors LLC now owns 1,641 shares of the auto parts company's stock valued at $56,000 after buying an additional 277 shares in the last quarter. Amalgamated Bank grew its position in Gentherm by 3.4% during the 3rd quarter. Amalgamated Bank now owns 9,165 shares of the auto parts company's stock valued at $312,000 after purchasing an additional 304 shares during the last quarter. Caxton Associates LLP increased its stake in Gentherm by 4.7% during the 3rd quarter. Caxton Associates LLP now owns 8,294 shares of the auto parts company's stock valued at $282,000 after purchasing an additional 372 shares in the last quarter. Farther Finance Advisors LLC increased its stake in Gentherm by 160.3% during the 4th quarter. Farther Finance Advisors LLC now owns 812 shares of the auto parts company's stock valued at $30,000 after purchasing an additional 500 shares in the last quarter. Finally, Gamco Investors INC. ET AL raised its holdings in Gentherm by 6.3% in the fourth quarter. Gamco Investors INC. ET AL now owns 8,500 shares of the auto parts company's stock worth $309,000 after buying an additional 500 shares during the last quarter. 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: Q1 beat and record revenue — Gentherm reported EPS of $0.84 vs. $0.53 expected and revenue of $393.7M (up ~11% YoY), marking record quarterly sales; the results materially beat consensus and are the primary positive catalyst. View Press Release
• Positive Sentiment: Company confirms 2026 outlook — Management confirmed its FY 2026 outlook during the release/call, which reduces uncertainty around guidance and supports the beat. Gentherm Reports Record Q1 Results, Confirms 2026 Outlook
• Positive Sentiment: Analyst price-target lift — Robert W. Baird raised its price target from $33 to $34 (maintaining a neutral rating), a modest endorsement that signals some analyst confidence after the quarter. Baird Price Target Raise
• Neutral Sentiment: Full call transcript published — Transcripts and slide deck are available for investors who want management color, capacity/production commentary and segment detail. Useful for modeling but not a catalyst by itself. Earnings Call Transcript
• Negative Sentiment: JPMorgan trims target — JPMorgan lowered its price target from $42 to $37 while keeping a neutral rating; the cut narrows analyst upside and signals some caution among larger brokerages. JPMorgan Price Target Cut
• Negative Sentiment: Management tone was cautious — Commentary on the earnings call mixed record results with caution about market dynamics (demand/production risks and margin pressure), which could cap near-term multiple expansion. Earnings Call Summary

Gentherm Company Profile

Gentherm Incorporated NASDAQ: THRM is a global developer and supplier of advanced thermal management technologies for automotive, specialty vehicle, medical, consumer and industrial markets. The company's core focus lies in delivering integrated heating and cooling systems designed to enhance energy efficiency, comfort and safety across a wide range of applications. Gentherm's product portfolio includes seat thermal systems, heated and ventilated seating surfaces, steering wheel heaters, battery thermal management solutions, and climate systems for electric vehicles.

In the automotive sector, Gentherm partners with leading original equipment manufacturers to engineer and manufacture high-performance thermal solutions that meet stringent industry demands for reduced weight, lower energy consumption and improved passenger comfort.

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