B+
Bull case
25%
Probability
Target price
$50.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
THRM
GenthermANasdaq / Automobiles & Components
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$43.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$32.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-02
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+75.5
Score
AI commentary
Primary SEC earnings materials are materially positive on revenue, automotive growth, guidance, new-business awards, and capital allocation. However, analyst revisions, post-print price-reaction attribution, social sentiment, options skew, short interest, and employee sentiment are unavailable; missing fields are not treated as neutral evidence. The appropriate stance is cautious monitoring rather than a high-conviction rerating thesis. [#SEC-8K-2026-07-23]
RankAlpha Sentiment Codex - 2026-09-02
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-23eventQ2 record revenue and raised FY2026 guidanceMedium impact
Gentherm reported record quarterly revenue of $416.2 million, 11.0% year over year, and raised FY2026 product-revenue guidance to $1.55-$1.65 billion and adjusted EBITDA guidance to $185-$200 million. Automotive Climate and Comfort Solutions revenue increased 14.1%. [#SEC-8K-2026-07-23]
2026-12-01catalystMargin and cash-flow proof after Q2Medium impact
Gross margin declined to 23.2% from 23.9%, while operating cash flow fell to $2.3 million from $31.7 million, with higher material, warranty, restructuring, and M&A costs cited as pressures. Near-term performance depends on converting growth into stronger margins and cash flow. [#SEC-8K-2026-07-23]
2027-09-02catalystPlanned Modine Performance Technologies combinationHigh impact
The company said key sign-to-close deliverables were completed and the planned combination remains on track to close by early Q4 2026. The transaction is excluded from current FY2026 guidance, leaving potential upside but also execution risk. [#SEC-8K-2026-07-23]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-02 • Updated nightlySource: Internal modelMethodology