Lear director cashes out: Conrad Mallett offloads $110K in shares as analysts stay bullish on LEA

Well, well, well¡­ it looks like the boardroom is making moves! Lear Corporation¡¯s very own Director Conrad Mallett just offloaded a spicy 1,187 shares of LEA stock, totalling a neat $110,212 transaction. And while that might sound like someone jumping ship, analysts are saying ¡°not so fast.¡±

Conrad Mallett sells $110K in Lear shares | Credit: X

Conrad Mallett sells $110K in Lear shares

Mallett, who has sold but not bought any shares in the past year, made the transaction on a day when LEA was trading at $92.86 per share. That puts Lear Corp's market cap at a chunky $4.87 billion. Not bad for a company making car seats and electrical systems look amazing.

The board would also demand Corporation Counsel Conrad Mallett explore legal challenges to ¡°revoke or limit¡± a recent executive order titled ¡°Strengthening and Unleashing Local Law enforcement to Pursue Criminals and Protect Innocent Citizens¡±https://t.co/K5MaFJ41Kr

¡ª Alex Klaus ??? (@mostlikelyalex) June 12, 2025

LEA still stans Wall Street

But here¡¯s the tea: Despite this insider exit, Wall Street is not worried. In fact, they are feeling really good about Lear¡¯s future. After dropping strong Q1 2025 results, the company sent a loud-and-clear message that it is not just surviving, it's thriving. Investor confidence? Boosted. Ratings? Still a solid ¡°Buy.¡±

JPMorgan even gave Lear¡¯s stock a little love-tap by nudging its price target upward, citing the company¡¯s resilience during economic hiccups and its ability to deliver consistent results.

Conrad Mallett sells $110K in Lear shares | Credit: X

Spark AI and GuruFocus say it¡¯s undervalued

Over on TipRanks, Spark AI analyst and self-proclaimed stock whisperer¡ªgave LEA the green light with an ¡°Outperform¡± tag. The reasoning? Strong financials, a juicy dividend yield, and a sweet valuation score. Though the technical indicators are serving mixed vibes and global trade risks are lurking, the positives clearly outweigh the drama.

If you are into numbers, get this: LEA¡¯s price-earnings ratio is sitting at 10.68, way lower than the auto industry¡¯s median of 17.48. According to GuruFocus, its price-to-GF-Value ratio is 0.64, translation: the stock is heavily undervalued. The estimated intrinsic value? A spicy $145.02. That¡¯s a huge discount from its current price of under $93.

Conrad Mallett sells $110K in Lear shares | Credit: X

Red flag or just business?

And let¡¯s not forget that LEA¡¯s last insider buy and sell activity cancelled each other out, meaning the market is not exactly in panic mode.

So, whether you see Mallett¡¯s move as a red flag or just a payday, analysts are not sweating it. In fact, they are doubling down. Lear may just be that slept-on auto stock ready to hit the fast lane.