Faraday Future and Lear Compete in Electric Vehicle Market

Analysts weigh the pros and cons of these two auto industry players

Published on Feb. 18, 2026

Got story updates? Submit your updates here. ›

Faraday Future Intelligent Electric (NASDAQ:FFAI) and Lear (NYSE:LEA) are both major players in the automotive industry, but which company is the better investment? The article compares the two firms based on factors like institutional ownership, profitability, analyst recommendations, and valuation.

Why it matters

As the electric vehicle market continues to grow, investors are closely watching companies like Faraday Future and Lear that are positioning themselves to capitalize on this trend. The analysis of these two firms provides insight into the competitive landscape and investment potential in the EV space.

The details

The article notes that Lear has higher revenue and earnings than Faraday Future, but Faraday Future is trading at a lower price-to-earnings ratio, indicating it may be more affordable. Lear also has stronger institutional ownership at 97% compared to 71.7% for Faraday Future. However, analysts believe Faraday Future has more potential upside, with a consensus price target suggesting a 719.67% increase compared to a potential 1.81% downside for Lear.

  • The article was published on February 17, 2026.

The players

Faraday Future Intelligent Electric

An electric vehicle company founded in 2014 and headquartered in Gardena, California.

Lear

An automotive parts manufacturer that designs, develops, and supplies seating and electrical systems for original equipment manufacturers. Lear is headquartered in Southfield, Michigan and was founded in 1917.

Got photos? Submit your photos here. ›

The takeaway

As the electric vehicle market heats up, investors will be closely watching the performance and potential of companies like Faraday Future and Lear. While Lear has stronger financials and institutional backing, analysts see more upside potential in Faraday Future's stock, highlighting the competitive dynamics in this rapidly evolving industry.