TD Cowen Issues Pessimistic Forecast for Aptiv (NYSE:APTV) Stock Price

Aptiv (NYSE:APTV) had its target price dropped by equities researchers at TD Cowen from $93.00 to $90.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the auto parts company’s stock. TD Cowen’s price target indicates a potential upside of 56.68% from the stock’s current price.

APTV has been the subject of several other research reports. BNP Paribas Exane reduced their price objective on shares of Aptiv from $107.00 to $83.00 and set an “outperform” rating for the company in a research note on Tuesday. Wells Fargo & Company reduced their price objective on shares of Aptiv from $93.00 to $81.00 and set an “overweight” rating for the company in a research note on Monday, April 6th. US Capital Advisors set a $110.00 price objective on shares of Aptiv in a research note on Tuesday, January 13th. Fox Advisors upgraded shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price objective for the company in a research note on Tuesday, January 13th. Finally, Zacks Research lowered shares of Aptiv from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Aptiv currently has a consensus rating of “Moderate Buy” and an average target price of $90.37.

Aptiv Price Performance

Aptiv stock opened at $57.44 on Wednesday. The stock has a market cap of $12.24 billion, a price-to-earnings ratio of 75.58, a price-to-earnings-growth ratio of 0.87 and a beta of 1.51. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.23. Aptiv has a 1 year low of $50.06 and a 1 year high of $88.93. The firm has a 50-day moving average of $71.40 and a two-hundred day moving average of $77.24.

Aptiv (NYSE:APTV) last released its quarterly earnings data on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $0.04. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The company had revenue of $5.15 billion during the quarter, compared to analysts’ expectations of $5.07 billion. During the same period in the previous year, the company earned $1.75 EPS. The firm’s quarterly revenue was up 5.0% on a year-over-year basis. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. On average, research analysts forecast that Aptiv will post 7.2 earnings per share for the current year.

Institutional Trading of Aptiv

Several large investors have recently made changes to their positions in APTV. Westpac Banking Corp boosted its holdings in Aptiv by 6.6% during the fourth quarter. Westpac Banking Corp now owns 1,905 shares of the auto parts company’s stock worth $145,000 after buying an additional 118 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Aptiv by 3.3% during the fourth quarter. Sivia Capital Partners LLC now owns 3,734 shares of the auto parts company’s stock worth $284,000 after buying an additional 120 shares in the last quarter. True Wealth Design LLC boosted its holdings in Aptiv by 31.5% during the third quarter. True Wealth Design LLC now owns 522 shares of the auto parts company’s stock worth $45,000 after buying an additional 125 shares in the last quarter. Advisors Asset Management Inc. boosted its holdings in Aptiv by 4.2% during the fourth quarter. Advisors Asset Management Inc. now owns 3,559 shares of the auto parts company’s stock worth $271,000 after buying an additional 143 shares in the last quarter. Finally, Ashton Thomas Private Wealth LLC lifted its holdings in Aptiv by 2.3% during the third quarter. Ashton Thomas Private Wealth LLC now owns 6,776 shares of the auto parts company’s stock valued at $584,000 after purchasing an additional 151 shares in the last quarter. 94.21% of the stock is owned by hedge funds and other institutional investors.

More Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Goldman Sachs reinstated coverage and moved to a Buy/strong‑buy stance after Aptiv completed the spin‑off of its Electrical Distribution Systems business — analysts see the corporate simplification as supportive of Aptiv’s EV and software‑focused growth story. Here is why Aptiv (APTV) is Among the 12 Best EV Stocks to Buy For Long Term Investment
• Positive Sentiment: TD Cowen lowered its price target slightly (from $93 to $90) but maintained a Buy rating, signaling continued analyst confidence in Aptiv’s medium‑term upside despite near‑term headwinds. Benzinga
• Neutral Sentiment: Analysts’ consensus remains around a “Moderate Buy,” reflecting mixed views; investors should interpret this as broad but cautious support rather than unanimous conviction. Aptiv PLC (NYSE:APTV) Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Write‑ups assessing Aptiv’s valuation after recent share weakness highlight that the stock has pulled back from its highs; this creates a debate between valuation catch‑up vs. structural growth execution risk. Assessing Aptiv (APTV) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Coverage summaries note conflicting analyst views vs. peers (e.g., Tesla), which increases short‑term volatility as investors price differing forecasts for EV content growth. Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Aptiv (APTV) and Tesla (TSLA)
• Negative Sentiment: Oppenheimer cut its price target to $84, a move that likely pressured the stock by lowering near‑term upside expectations for investors tracking sell‑side targets. Oppenheimer Cuts Aptiv (NYSE:APTV) Price Target to $84.00
• Negative Sentiment: BNP Paribas Exane trimmed its outlook for Aptiv, signaling reduced growth or margin expectations that add to the downward pressure from other lowered targets. BNP Paribas Exane Has Lowered Expectations for Aptiv (NYSE:APTV) Stock Price
• Negative Sentiment: Market notes and briefings report recent daily declines in the share price, reflecting immediate investor reaction to the mixed analyst activity and valuation concerns. Aptiv PLC (APTV) Stock Declines While Market Improves: Some Information for Investors

Aptiv Company Profile

Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.