Update shared on27 Aug 2025
Fair value Increased 1.13%Analysts have raised Aptiv’s price target slightly to $84.19, citing improved industry fundamentals and stronger expectations for Q2 results among auto suppliers, especially given their relative resilience versus automakers.
Analyst Commentary
- Bullish analysts expect solid Q2 results from Aptiv, reflecting strength in autos and mobility.
- Improved industry fundamentals are driving increased optimism towards the vehicle technology and mobility sector.
- Auto suppliers, including Aptiv, are favored over automakers due to uncertainty in the sector's second half outlook.
- Upward price target revisions are based on the expectation that suppliers will generally beat expectations in Q2, with reasonable visibility into Q3.
- Analysts have raised estimates and targets to align with strengthening fundamentals and firmer sector trends.
What's in the News
- Issued Q3 2025 guidance: net sales of $4.95–$5.10 billion, GAAP net income of $290–$330 million, operating income of $440–$490 million, and diluted EPS of $1.30–$1.50.
- Issued FY2025 guidance: net sales of $20.0–$20.3 billion, GAAP net income of $975 million–$1.045 billion, operating income of $1.83–$1.93 billion, and diluted EPS of $4.40–$4.70.
- Repurchased 6.1 million shares (2.73%) for $377.08 million during Q2 2025.
- Total buybacks now amount to 47.5 million shares (19.15%) for $3.96 billion under the existing program.
Valuation Changes
Summary of Valuation Changes for Aptiv
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $83.25 to $84.19.
- The Future P/E for Aptiv remained effectively unchanged, moving only marginally from 9.71x to 9.81x.
- The Consensus Revenue Growth forecasts for Aptiv remained effectively unchanged, moving only marginally from 5.6% per annum to 5.5% per annum.
Disclaimer
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