Aptiv (APTV) Panoramica del titolo
Aptiv PLC, società di tecnologia industriale, fornisce soluzioni hardware e software a supporto dell'industria automobilistica e di altri settori in Nord America, Europa, Medio Oriente, Africa, Asia Pacifico e Sud America. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
APTV Community Fair Values
Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Aptiv PLC
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$68.05 |
| Massimo di 52 settimane | US$88.93 |
| Minimo di 52 settimane | US$51.68 |
| Beta | 1.33 |
| Variazione di 1 mese | 25.23% |
| Variazione a 3 mesi | -4.92% |
| Variazione di 1 anno | 1.19% |
| Variazione a 3 anni | -32.92% |
| Variazione a 5 anni | -53.79% |
| Variazione dall'IPO | 219.03% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 11
Aptiv: A 'Buy' On Addressed Concerns And Nascent Market Opportunities
Summary I stick with a 'Buy' rating for Aptiv PLC following my assessment of its upside potential and downside risks. Investors are likely to be assured by APTV's unchanged FY2026 topline guidance despite macro challenges and its pre-secured memory supply through 2027. The company's key growth levers include deepening exposure to Chinese OEMs and venturing into the robotics space. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 03
APTV: Versigent Spin Off And Edge AI Partnership Will Reshape Future Content Mix
Analysts have trimmed Aptiv's fair value estimate from about $100.81 to $78.47 as updated models reflect a higher discount rate, weaker revenue expectations after the Versigent spin off, slightly lower profit margins, and a higher assumed future P/E multiple consistent with more cautious sector price targets. Analyst Commentary Recent Street research around Aptiv reflects a mix of optimism on long term content growth and caution around execution and valuation after the Versigent spin off.Recent updates
Seeking Alpha • Jun 11
Aptiv: A 'Buy' On Addressed Concerns And Nascent Market Opportunities
Summary I stick with a 'Buy' rating for Aptiv PLC following my assessment of its upside potential and downside risks. Investors are likely to be assured by APTV's unchanged FY2026 topline guidance despite macro challenges and its pre-secured memory supply through 2027. The company's key growth levers include deepening exposure to Chinese OEMs and venturing into the robotics space. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 03
APTV: Versigent Spin Off And Edge AI Partnership Will Reshape Future Content Mix
Analysts have trimmed Aptiv's fair value estimate from about $100.81 to $78.47 as updated models reflect a higher discount rate, weaker revenue expectations after the Versigent spin off, slightly lower profit margins, and a higher assumed future P/E multiple consistent with more cautious sector price targets. Analyst Commentary Recent Street research around Aptiv reflects a mix of optimism on long term content growth and caution around execution and valuation after the Versigent spin off.
Aggiornamento della narrazione • May 20
APTV: Versigent Spin Off Reset Will Shape Future Upside Potential
Analysts have trimmed the Aptiv fair value estimate from $74.00 to $65.00, reflecting a mix of lower price targets across the Street after the Versigent spin off, a slightly higher discount rate, more cautious revenue and margin assumptions, and a lower future P/E multiple, despite some firms still highlighting upside potential. Analyst Commentary Recent Street research around Aptiv has leaned more cautious, with several bearish analysts trimming price targets following the Versigent spin off and updating their models.Aggiornamento della narrazione • May 03
APTV: Versigent Spin Off And Margin Profile Will Shape Future Upside
Analysts have reduced their average Aptiv price targets by a double-digit dollar amount, broadly citing recent target cuts across banks along with modest adjustments to revenue growth, profit margin and P/E assumptions, while the model-derived fair value remains $74.00. Analyst Commentary Recent research on Aptiv shows a cluster of price target cuts alongside a few more constructive opinions, giving you a mixed but generally cautious research backdrop to weigh against the model based fair value of $74.00.Aggiornamento della narrazione • Apr 19
APTV: Versigent Spin Off And Margin Profile Will Drive Future Upside
Aptiv's analyst fair value estimate has been revised from about $86.38 to $74.00 as analysts weigh a softer revenue outlook against slightly higher margin expectations and a richer future P/E, following a broad round of recent price target cuts and one modest increase. Analyst Commentary Recent research on Aptiv reflects a mixed backdrop, with a clear cluster of bearish analysts trimming price targets and expressing more caution on execution, growth, and valuation risks, even as a few major firms maintain a more constructive stance.
Aggiornamento della narrazione • Apr 05
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.Aggiornamento della narrazione • Mar 21
APTV: Versigent And EDS Spinoffs Will Unlock Future Upside Potential
Narrative Update on Aptiv The analyst price target for Aptiv has edged higher by about $0.76. The shift is supported by analysts pointing to potential value from the upcoming Versigent spin off, a reassessment of low current valuation multiples, and more constructive views on the company's growth and margin profile.Aggiornamento della narrazione • Mar 07
APTV: EDS Spinoff And Auto Tech Focus Will Drive Bullish Outlook
Aptiv's updated analyst price target edges slightly lower to $85.61 from $86.72, as analysts balance a modestly higher discount rate with slightly firmer revenue growth and margin assumptions. They also point to recent Buy ratings and upgraded targets that reflect confidence in the company's broader opportunity set.Aggiornamento della narrazione • Feb 21
APTV: EDS Spinoff And Physical AI Will Shape Balanced Outlook
Aptiv's updated fair value estimate has been reduced by about $3.69 per share as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, stronger margin expectations, and a lower future P/E. This reflects both recent price target changes and increased confidence in the company's broader opportunity set highlighted in multiple upgrades.Aggiornamento della narrazione • Feb 07
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.Aggiornamento della narrazione • Jan 24
APTV: EDS Spinoff And Physical AI Expansion Will Drive Upside
Analysts have nudged their Aptiv price targets higher, with our fair value estimate moving from about $85.81 to $90.41 as they highlight potential upside from the planned Electrical Distribution Systems spinoff, a broader opportunity set beyond autos, and updated assumptions around profit margins and future P/E multiples. Analyst Commentary Recent research has largely highlighted potential upside around Aptiv's portfolio mix and the planned Electrical Distribution Systems spinoff, with several firms adjusting price targets higher and upgrading their ratings.Aggiornamento della narrazione • Jan 10
APTV: EDS Separation Will Unlock Physical AI Upside Across Diversified End Markets
Analysts have nudged their price expectations for Aptiv higher, with our fair value estimate moving from about US$99.65 to US$100.81. They highlight more realistic growth targets, a broader business mix beyond auto technology, and updated long term forecasts through 2026.Aggiornamento della narrazione • Dec 24
APTV: Medium Term Bookings And Physical AI Shift Will Drive Upside
Narrative Update The analyst-derived fair value estimate for Aptiv has been raised from approximately $65 to $86 per share. This reflects analysts' increased confidence in the company’s improving profit margins, slightly better growth trajectory, and higher long term earnings power supported by recent price target hikes and positive medium term bookings commentary.Aggiornamento della narrazione • Dec 09
APTV: EDS Separation Will Unlock Physical AI Upside And Support Multiple Expansion
Aptiv's analyst price target has been nudged higher by about $1 to just under $100, as analysts point to resilient operating results, improving bookings visibility into 2025 and 2026, and growing confidence that the planned EDS spin and broader industrial and Physical AI exposure can support modestly faster growth at a slightly higher earnings multiple. Analyst Commentary Analysts are broadly constructive on Aptiv, highlighting resilient fundamentals, a clearer multi year growth runway, and the potential for valuation re rating as the portfolio shifts toward higher growth, higher margin end markets.Aggiornamento della narrazione • Nov 25
APTV: EDS Separation Will Unlock Value And Reframe Future Business Model
Aptiv's analyst price target has inched higher to $98.24 from $97.53. Analysts cite resilient quarterly performance, diversification into new markets, and ongoing business transformation as key drivers of the improved outlook.Aggiornamento della narrazione • Nov 07
APTV: Planned EDS Separation Will Drive New High-Margin Opportunities Into 2026
Aptiv's analyst price target increased by $2 to approximately $97.53. Analysts point to recent strong operating results, margin improvement, and a more diversified business outlook as primary drivers for the upward revision.Aggiornamento della narrazione • Oct 24
Spin-Off Plans And ADAS Expansion Will Drive Next-Generation Market Opportunities
Aptiv's fair value estimate has been raised from $91.81 to $95.53. Analysts cite higher EBITDA projections, improved market sentiment, and resilience in end-market demand as key drivers for the upward revision.Aggiornamento della narrazione • Oct 10
Advanced Electrical Architectures And ADAS Will Fuel Future Markets
Aptiv's analyst price target has increased from $88 to $91.81, as analysts cite stronger industry and end-market performance, improved business dynamics, and optimism around the company's pending spinoff. Analyst Commentary Recent analyst commentary on Aptiv has become notably more optimistic, with multiple firms updating price targets and ratings to reflect stronger industry fundamentals and improved company performance.Aggiornamento della narrazione • Sep 26
Advanced Electrical Architectures And ADAS Will Fuel Future Markets
Driven by improved industry resilience, robust end market demand, and higher growth prospects following Aptiv’s planned EDS spinoff and ADAS expansion, analysts have raised the consensus price target from $86.50 to $88.00. Analyst Commentary Improved industry resilience and consumer strength, with light vehicle production and sales holding up better than expected despite ongoing tariffs.Aggiornamento della narrazione • Sep 11
Advanced Electrical Architectures And ADAS Will Fuel Future Markets
Aptiv's consensus price target has been modestly raised to $86.50, reflecting analysts’ increased confidence driven by strong operating results, diversification beyond autos, and positive industry fundamentals. Analyst Commentary Resilient operating results and exposure to secular growth trends in advanced driver-assistance systems (ADAS).Aggiornamento della narrazione • Aug 27
Advanced Electrical Architectures And ADAS Will Fuel Future Markets
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.Articolo di analisi • Jul 10
Improved Earnings Required Before Aptiv PLC (NYSE:APTV) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 9.9x Aptiv PLC ( NYSE:APTV ) may be sending bullish signals at the moment...Articolo di analisi • Jun 18
These 4 Measures Indicate That Aptiv (NYSE:APTV) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 14
Aptiv: A Deep Value Stock With Momentum Turning Positive
Summary Aptiv's stock is undervalued; improved margins, growth expected to return, and positive short-term price momentum make it a good buy. Aptiv's technological expertise positions it well to address evolving vehicle connectivity and safety regulations, ensuring mid-term growth. Expected mid-term revenue growth and improved margins justify a sector average PE base target price of $123, maintaining a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Aptiv: Sensible Bet On Long-Term EV Penetration
Summary Aptiv sells roughly 2x more electrical content per EV versus traditional ICE cars and 1.6x more for PHEVs. Below I argue EV penetration in the US will increase but more slowly due to Trump tariffs and the removal of EVs incentives granted under Biden. Despite a difficult trading environment globally for auto OEMs, Aptiv is still favorably positioned as a leading Western-based tier 1 auto supplier. I view Aptiv as a "buy" with a price target closer to $93 per share, which is roughly 63% higher than the current trading price. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Aptiv: A Value Stock Amidst EV Adoption Slowdown (Rating Upgrade)
Summary Aptiv's growth has stalled in 2024 due to a slowdown in relevant EV production amid temporarily slower global EV adaption and lagging car sales. Long-term trends in EV adoption remain a clear positive for Aptiv despite the company's uncertain ability to capture growth in Chinese manufacturing. Given Aptiv's stock price decline, strong margin control, and long-term growth tailwinds, I now estimate upside of 65% to a fair value of ~$96. Read the full article on Seeking AlphaSeeking Alpha • Oct 04
Aptiv: A Value Stock Backed By Quality And Growth
Summary Aptiv is a highly profitable, cash-generative company trading at a significant discount, making it a value stock backed by quality and growth. The company serves the automotive sector by helping its customers infuse more advanced technology, and electronics and build more software-defined vehicles. Despite market challenges, Aptiv's improving margins, share buybacks, and strategic acquisitions position it well for future growth and profitability. Aptiv's valuation suggests a potential upside of over 50%, with a price target of $106, supported by its higher-than-average profit margins and earnings growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Aptiv: Strong Execution Gives Me Increased Conviction In Second Half Of 2024
Summary Despite the weakness in the market environment, Aptiv showed strong cost control and flexibility by generating strong margins and profitability. The company is aggressively repurchasing shares, indicating confidence in its undervaluation and a focus on enhancing shareholder value. Despite the weak operating environment in the automotive industry, Aptiv managed to book $4.3 billion in new business awards in the quarter. This includes continued traction in ADAS and market share gains at Chinese local OEMs. Strong execution, margin resilience, and strategic share buybacks position Aptiv for upside in the second half of 2024. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
Aptiv: Minimal Revenue Growth With Declining Returns
Summary Aptiv's revenue growth has been low at 2.4% CAGR over the past 12 years, with declining returns. This was despite its substantial acquisitions. Despite being financially sound, Aptiv's operating and capital efficiencies have been declining, making it a risky investment. At the same time, there is no margin of safety. I do not consider this an investment opportunity. Read the full article on Seeking AlphaRendimenti per gli azionisti
| APTV | US Auto Components | US Mercato | |
|---|---|---|---|
| 7D | -0.8% | 0.3% | 0.9% |
| 1Y | 1.2% | 16.5% | 24.5% |
Ritorno vs Industria: APTV ha avuto una performance inferiore rispetto al US Auto Components che ha registrato un rendimento 16.5 % nell'ultimo anno.
Rendimento vs Mercato: APTV ha avuto una performance inferiore al mercato US che ha registrato un rendimento 24.5 % nell'ultimo anno.
Volatilità dei prezzi
| APTV volatility | |
|---|---|
| APTV Average Weekly Movement | 7.7% |
| Auto Components Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: APTV non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di APTV è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2011 | 140,000 | Kevin Clark | www.aptiv.com |
Aptiv PLC, società di tecnologia industriale, fornisce soluzioni hardware e software a supporto dell'industria automobilistica e di altri settori in Nord America, Europa, Medio Oriente, Africa, Asia Pacifico e Sud America. Opera attraverso tre segmenti: Sicurezza avanzata ed esperienza utente, Componenti ingegnerizzati e Sistemi di distribuzione elettrica. L'azienda offre prodotti per la sicurezza attiva, l'esperienza dell'utente e il calcolo dei veicoli intelligenti, nonché prodotti software per la sicurezza e la protezione dei veicoli, tra cui sensori intelligenti, piattaforme di calcolo e strumenti e servizi software.
Aptiv PLC Riepilogo dei fondamenti
| APTV statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$14.40b |
| Utili (TTM) | US$365.00m |
| Ricavi(TTM) | US$20.66b |
39.5x
Rapporto P/E0.7x
Rapporto P/SAPTV è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| APTV Conto economico (TTM) | |
|---|---|
| Ricavi | US$20.66b |
| Costo del fatturato | US$16.75b |
| Profitto lordo | US$3.91b |
| Altre spese | US$3.54b |
| Utili | US$365.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.72 |
| Margine lordo | 18.92% |
| Margine di profitto netto | 1.77% |
| Rapporto debito/patrimonio netto | 97.1% |
Come si è comportato APTV nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/14 09:46 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Aptiv PLC è coperta da 35 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Richard Carlson | BMO Capital Markets Equity Research |