Wall Street Zen Upgrades Gentherm (NASDAQ:THRM) to "Strong-Buy"

Key Points

• Wall Street Zen upgraded Gentherm (NASDAQ:THRM) from a "buy" to a "strong-buy", though analyst coverage remains mixed with a consensus rating of "Hold" (2 Buys, 4 Holds, 1 Sell) and a consensus target price of $37.20.
• Gentherm's Q1 results materially beat expectations—EPS $0.84 vs. $0.53 est. and revenue $393.7M vs. $363.8M est.—with management reporting record quarterly revenue and reiterating its 2026 outlook.
• The stock trades near $30.46 with a market cap of about $934M, a P/E of 40.6, a 52-week range of $24.05–$39.48, and very high institutional ownership (~97%).

Gentherm (NASDAQ:THRM - Get Free Report) was upgraded by Wall Street Zen from a "buy" rating to a "strong-buy" rating in a note issued to investors on Saturday.

A number of other equities research analysts have also weighed in on the company. Robert W. Baird lifted their price objective on Gentherm from $33.00 to $34.00 and gave the company a "neutral" rating in a report on Friday. Roth Mkm lowered their price objective on Gentherm from $44.00 to $39.00 and set a "buy" rating on the stock in a report on Monday, March 23rd. Loop Capital set a $38.00 price objective on Gentherm in a report on Wednesday, February 25th. Stifel Nicolaus lifted their price objective on Gentherm from $37.00 to $38.00 and gave the company a "buy" rating in a report on Friday. Finally, Weiss Ratings lowered Gentherm from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, February 9th. Two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Gentherm currently has a consensus rating of "Hold" and a consensus target price of $37.20.

Gentherm Stock Performance

NASDAQ THRM opened at $30.46 on Friday. The company has a quick ratio of 1.30, a current ratio of 1.97 and a debt-to-equity ratio of 0.31. Gentherm has a 52-week low of $24.05 and a 52-week high of $39.48. The business's 50-day moving average price is $29.61 and its 200 day moving average price is $33.70. The firm has a market cap of $933.57 million, a P/E ratio of 40.61 and a beta of 1.34.

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 analysts' consensus estimates of $0.53 by $0.31. Gentherm had a return on equity of 11.25% and a net margin of 1.47%.The company had revenue of $393.71 million for the quarter, compared to analyst estimates of $363.82 million. During the same quarter in the previous year, the company earned $0.51 EPS. The firm's revenue for the quarter was up 11.2% compared to the same quarter last year. On average, equities research analysts expect that Gentherm will post 2.54 earnings per share for the current year.

Institutional Investors Weigh In On Gentherm

Hedge funds and other institutional investors have recently modified their holdings of the stock. Farther Finance Advisors LLC lifted its position in shares of 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 acquiring an additional 500 shares during the period. Los Angeles Capital Management LLC acquired a new stake in shares of Gentherm during the 4th quarter valued at approximately $35,000. Eagle Bay Advisors LLC acquired a new stake in shares of Gentherm during the 4th quarter valued at approximately $50,000. Palladiem LLC acquired a new stake in shares of Gentherm during the 4th quarter valued at approximately $52,000. Finally, Nisa Investment Advisors LLC lifted its position in shares of 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 acquiring an additional 277 shares during the period. 97.13% of the stock is currently owned by institutional investors and hedge funds.

Gentherm News Summary

Here are the key news stories impacting Gentherm this week:

• Positive Sentiment: Q1 results materially beat expectations — EPS $0.84 vs. $0.53 est. and revenue ≈ $394M vs. ~$364M consensus; management posted record quarterly revenue and reiterated its 2026 outlook, supporting upside momentum. MarketBeat Q1 Results & Press Release
• Positive Sentiment: Stifel Nicolaus raised its price target to $38 and kept a Buy rating — a notable endorsement that suggests ~25% upside from recent levels and likely supported buyer interest. Stifel Raises PT (Benzinga)
• Neutral Sentiment: Robert W. Baird nudged its target to $34 but kept a Neutral rating — a mild positive to estimates but not a full buy signal. Baird Raises PT (Benzinga)
• Neutral Sentiment: Full earnings and conference-call transcripts are now available (multiple outlets), giving investors more detail on margin outlook, supply-chain commentary and EV-related product demand that will influence guidance and forward estimates. Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: JPMorgan lowered its price target from $42 to $37 (still Neutral) — a downward revision to analyst optimism that could cap near-term upside. JPMorgan Lowers PT (Benzinga)
• Neutral Sentiment: Reported short-interest data is essentially zero/flat and days-to-cover reads at ~0.0 — the print appears non-informative and not a driver of today’s move. (Watch future filings for any real change.)

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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