Stifel lowers Adient stock price target to $24 from $29, maintains Buy rating

Investing.com - Stifel lowered its price target on Adient (NYSE:ADNT) to $24.00 from $29.00 on Thursday while maintaining a Buy rating on the automotive seating supplier. The new target aligns closely with InvestingPro’s Fair Value assessment, suggesting the stock may be undervalued at its current price of $19.09.

The price target reduction follows Adient’s fiscal fourth-quarter 2025 results, which showed revenue exceeding consensus estimates while EBITDA came in slightly below analyst expectations. The company reported $14.54 billion in revenue and $754 million in EBITDA for the last twelve months.

Adient also provided guidance for fiscal year 2026, with projected revenue aligning with consensus forecasts but EBITDA falling "materially below" market expectations. Analysts are projecting earnings per share of $2.05 for fiscal 2026 despite recent challenges.

Stifel noted that Adient’s management appears to have incorporated a "relatively negative scenario" regarding production disruptions stemming from recent customer supply chain issues in its fiscal 2026 outlook.

The firm suggested that Adient’s guidance could potentially be revised upward if production recovers throughout calendar year 2026.

In other recent news, Adient PLC reported its Q4 2025 earnings, showcasing a revenue of $3.7 billion, which marks a 4% increase compared to the previous year. The company also achieved an adjusted EBITDA of $226 million. Notably, Adient exceeded earnings per share (EPS) expectations by reporting $0.52 against the forecasted $0.50. These results highlight the company’s ability to surpass analyst projections in terms of EPS. Despite these positive financial metrics, the stock experienced a decline in pre-market trading. Analysts and investors are closely monitoring these developments as they assess the company’s future performance. The earnings report provides critical insights into Adient’s recent financial health.

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