Gentherm (NASDAQ:THRM) Shares Gap Up on Earnings Beat

Gentherm Inc (NASDAQ:THRM) shares gapped up before the market opened on Thursday following a better than expected earnings announcement. The stock had previously closed at $28.75, but opened at $31.00. Gentherm shares last traded at $31.8640, with a volume of 100,037 shares trading hands.

The auto parts company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.53 by $0.31. The business had revenue of $393.71 million for the quarter, compared to analysts’ expectations of $363.82 million. Gentherm had a net margin of 1.22% and a return on equity of 10.07%. The firm’s revenue for the quarter was up 11.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.51 earnings per share.

Gentherm News Summary

Here are the key news stories impacting Gentherm this week:

• Positive Sentiment: Q1 beat and record revenue — Gentherm reported EPS of $0.84 vs. consensus ~$0.51 and revenue of $393.7M (up 11.2% YoY), a clear beat that supports near‑term earnings momentum. Gentherm Reports Record Q1 Results, Confirms 2026 Outlook
• Positive Sentiment: Unusually high trading volume — Volume is well above average as investors react to the beat and commentary, increasing liquidity and amplifying price movement (short‑term positive pressure).
• Neutral Sentiment: Guidance confirmed but not raised — Management reiterated its FY2026 revenue outlook (~$1.5B–$1.6B), which supports the quarter’s credibility but stops short of an upside revision that would likely drive a stronger rally. Earnings Report & Slides
• Neutral Sentiment: Management commentary available — The earnings call / transcript and slide deck provide detail on regional demand, margin drivers and product mix for investors to assess sustainability of the beat. Review the transcript for guidance on margin trajectory and order cadence. Q1 2026 Earnings Call Transcript
• Negative Sentiment: JPMorgan cuts price target — JPMorgan lowered its PT from $42 to $37 and set a “neutral” rating, which can cap short‑term upside and weigh on investor sentiment despite the beat. Broker Price Target Note

Wall Street Analysts Forecast Growth

THRM has been the topic of a number of research reports. JPMorgan Chase & Co. reduced their target price on shares of Gentherm from $42.00 to $37.00 and set a “neutral” rating on the stock in a research report on Thursday. Robert W. Baird reduced their target price on shares of Gentherm from $42.00 to $36.00 and set a “neutral” rating on the stock in a research report on Friday, February 20th. Wall Street Zen lowered shares of Gentherm from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 21st. Roth Mkm reduced their target price on shares of Gentherm from $44.00 to $39.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Finally, Weiss Ratings lowered shares of Gentherm from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, February 9th. Two research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $37.40.

Institutional Investors Weigh In On Gentherm

Several large investors have recently bought and sold shares of THRM. Arrowstreet Capital Limited Partnership increased its stake in Gentherm by 385.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 543,200 shares of the auto parts company’s stock valued at $18,501,000 after purchasing an additional 431,271 shares in the last quarter. Harvey Partners LLC increased its stake in Gentherm by 72.6% in the third quarter. Harvey Partners LLC now owns 1,024,500 shares of the auto parts company’s stock valued at $34,894,000 after purchasing an additional 431,072 shares in the last quarter. Royce & Associates LP bought a new stake in Gentherm in the fourth quarter valued at approximately $12,080,000. Segall Bryant & Hamill LLC increased its stake in Gentherm by 46.7% in the third quarter. Segall Bryant & Hamill LLC now owns 997,125 shares of the auto parts company’s stock valued at $33,962,000 after purchasing an additional 317,246 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Gentherm by 42.8% in the third quarter. Ameriprise Financial Inc. now owns 635,066 shares of the auto parts company’s stock valued at $21,630,000 after purchasing an additional 190,432 shares in the last quarter. Institutional investors own 97.13% of the company’s stock.

Gentherm Price Performance

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 stock has a market cap of $907.55 million, a P/E ratio of 48.54 and a beta of 1.34. The company’s 50 day simple moving average is $29.65 and its 200 day simple moving average is $33.74.

About Gentherm

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.