CFRA lowers Goodyear Tire stock price target to $13 on import pressures

Published 08/08/2025, 19:44
© Reuters.

Investing.com - CFRA has lowered its price target on Goodyear Tire & Rubber (NASDAQ:GT) to $13.00 from $15.00 while maintaining a Strong Buy rating following the company’s second-quarter earnings release.

The research firm cited the detrimental impact of low-cost tire imports as a factor that wasn’t fully appreciated by investors, describing the quarter as a "speed bump" in Goodyear’s recovery story. The company’s gross profit margin stands at 18%, reflecting the competitive pressures in the industry.

CFRA reduced its adjusted earnings per share estimates for Goodyear to $0.70 from $1.25 for 2025 and to $1.50 from $1.75 for 2026, representing a 2026 price-to-earnings ratio of 8.7x, below the company’s 10-year mean forward P/E of 13.0x.

Despite the disappointing quarterly results, CFRA noted that Goodyear continues to make tangible progress toward sustainable earnings improvement through driving efficiencies, benefiting from lower input costs, and reducing net debt, which has decreased by $636 million over the past year.

The firm highlighted that Goodyear has generated $1.64 billion in gross proceeds from two asset sales so far in 2025, with a third divestiture of its Chemicals business expected to bring in an additional $650 million. With total debt of $8.98 billion, these divestitures are crucial for the company’s financial health. For deeper insights into Goodyear’s valuation and financial metrics, including 8 additional key ProTips, visit InvestingPro.

In other recent news, Goodyear Tire & Rubber Co. reported its second-quarter results for 2025, revealing an adjusted loss per share of $0.17, which fell short of the anticipated $0.02 profit. The company’s revenue was in line with forecasts, totaling $4.47 billion. This earnings report has raised concerns among investors regarding Goodyear’s performance and future outlook.

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