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Investing.com - UBS maintained its Neutral rating and $26.00 price target on Adient (NYSE:ADNT) following the company’s fiscal third-quarter 2025 earnings call. According to InvestingPro data, the stock is currently trading near Fair Value, with six analysts recently revising their earnings estimates upward for the upcoming period.
The automotive seating supplier highlighted that approximately 600,000 vehicle production units are being reshored to the United States, presenting a potential growth opportunity for the company.
Adient has already secured contracts for 150,000-180,000 of these reshored units and considers an additional 100,000 units as highly probable wins, though the company acknowledged the remaining volume would be more challenging to capture.
UBS noted that the 600,000 unit figure represents only what automakers have announced so far, suggesting potential upside if additional reshoring announcements occur.
The investment firm pointed to Adient’s advantageous positioning in the North American market, where approximately 75% of its manufacturing footprint is located within the United States, potentially giving the company leverage to win additional business from reshored production.
In other recent news, Adient has seen several updates from financial analysts regarding its stock price targets. CFRA has increased its price target for Adient to $22 from $20, while maintaining a Hold rating. This adjustment follows a slight earnings miss but an improved outlook for fiscal year 2025, with adjusted earnings per share estimates raised to $1.95 from $1.85. Additionally, CFRA has also increased the earnings estimate for fiscal year 2026 to $2.20 from $2.00. Meanwhile, UBS has also raised its price target for Adient to $26 from $25, maintaining a Neutral rating. UBS attributes this change to Adient’s solid business performance and potential benefits from manufacturing reshoring to the United States. These recent developments reflect analysts’ positive outlook on Adient’s future performance despite recent earnings results.
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