Electrification, ADAS And Connectivity Will Transform Vehicle Systems

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

13 Apr 25

Updated

05 Apr 26

Views

27

05 Apr

US$68.48

AnalystHighTarget's Fair Value

US$107.00

36.0% undervalued

1Y

-2.7%

7D

-7.3%

Loading

1Y

-2.7%

7D

-7.3%

You can edit this narrative until Apr 6 12:20 AM. Then, changes will post as Updates.

Author's Valuation

US$10736.0% undervalued

AnalystHighTarget Fair Value

Shared on 05 Apr 26

Fair value Decreased 1.83%

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.

2 views

Shared on 07 Feb 26

Fair value Increased 15%

APTV: Electrical Distribution Systems Spinoff And ADAS Wins Will Reshape Earnings Profile

Aptiv's analyst fair value estimate has moved from $95.00 to $109.00 as analysts weigh mixed price target revisions, with a focus on potential benefits tied to the Electrical Distribution Systems spinoff, improved margin expectations, and updated P/E assumptions. Analyst Commentary Recent Street research on Aptiv reflects a mix of target changes, but the tone of several reports leans constructive, especially around the Electrical Distribution Systems spinoff and management's positioning of the business.

5 views

Shared on 07 May 25

Fair value Decreased 2.07%

0 views

Shared on 30 Apr 25

Fair value Decreased 0.76%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

Fair value Increased 10%

AnalystHighTarget has increased future PE multiple from 13.1x to 14.5x.

0 views

Shared on 16 Apr 25

Fair value Decreased 6.78%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$107

36.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-9.30%

Historical revenue growth rate

6.80%

Auto Components revenue growth rate

0.45%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.80%

Calculation

US$1.32b

Earnings '29

x

21.04x

PE Ratio '29

=

US$27.72b

Market Cap '29

US$27.72b

Market Cap '29

/

198.48m

No. shares '29

=

US$139.64

Share Price '29

US$139.64 Share Price '29

Discounted to 2026 @ 9.37% p.a.

=

US$106.74

Fair Value '26