Visteon (VC)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put VC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth near $3.73 billion in FY26: Revenue guidance: $3.62B to $3.83B.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskVisteon’s claim rests on revenue growth and a typical sector valuation, with cash backing reported profits. Revenue growth has slowed unevenly, and the latest quarter missed earnings expectations. Revenue grew 6% year over year in Q3 2026, despite a 91.9% earnings miss. VC trades at 11× P/E versus the 13× peer median; expectations look full. The multiple must be earned as the market prices more growth than our forecast. Our model puts the next-quarter miss probability near 64%. peer multiples imply a price about 17% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. VC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering VC (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for VC in the last 4 months.
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Compare VC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put VC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
CFO departure raises execution and continuity questions but does not establish deterioration in financial objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $73.23
The last 12 months of price, then the range of analyst 12-month targets from today’s $73.23.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Improve operating income and margin
Q3 profit miss pressures operating performance, though one quarter alone does not break the thesis.

Advances: Focus on revenue growth and new business wins
Targets significant bookings and share repurchase enhances growth.

Advances: Focus on revenue growth and new business wins
Earnings call highlights resilient growth, supporting revenue objectives.

Advances: Focus on revenue growth and new business wins
New business win with Micron enhances revenue growth potential.
Advances: Focus on revenue growth and new business wins
Micron backing supports revenue growth and new business wins.
Advances: Balanced capital allocation including share repurchases
Buyback indicates strong capital allocation discipline.
Threatens: Improve operating income and margin
Downgrade indicates concerns about operating income and margin.