Aptiv (NYSE:APTV – Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 5.600-5.800 for the period, compared to the consensus EPS estimate of 6.160. The company issued revenue guidance of $12.6 billion-$12.8 billion, compared to the consensus revenue estimate of $14.4 billion. Aptiv also updated its Q3 2026 guidance to 1.250-1.350 EPS.
Analysts Set New Price Targets
APTV has been the subject of a number of analyst reports. Piper Sandler decreased their price objective on shares of Aptiv from $106.00 to $94.00 and set an “overweight” rating for the company in a report on Monday, June 8th. Weiss Ratings upgraded shares of Aptiv from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. BNP Paribas Exane cut their price objective on shares of Aptiv from $107.00 to $83.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 14th. Morgan Stanley cut Aptiv from an “overweight” rating to an “equal weight” rating and reduced their price objective for the stock from $71.00 to $55.00 in a research report on Wednesday. Finally, Wells Fargo & Company reduced their price target on Aptiv from $77.00 to $66.00 and set an “overweight” rating for the company in a research report on Wednesday. Nineteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $77.50.
View Our Latest Analysis on APTV
Aptiv Stock Performance
Aptiv (NYSE:APTV – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The auto parts company reported $1.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.42 by $0.21. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.31 billion. Aptiv had a return on equity of 17.10% and a net margin of 1.17%.Aptiv’s revenue was up 2.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.12 EPS. Aptiv has set its FY 2026 guidance at 5.600-5.800 EPS and its Q3 2026 guidance at 1.250-1.350 EPS. Equities research analysts anticipate that Aptiv will post 5.7 EPS for the current fiscal year.
Insider Buying and Selling
In other news, EVP Katherine H. Ramundo sold 2,000 shares of Aptiv stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $78.30, for a total transaction of $156,600.00. Following the transaction, the executive vice president owned 163,752 shares in the company, valued at $12,821,781.60. This trade represents a 1.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.06% of the company’s stock.
Key Aptiv News
Here are the key news stories impacting Aptiv this week:
- Positive Sentiment: Aptiv reported second-quarter adjusted EPS of $1.63, above the $1.42 consensus estimate, while revenue increased approximately 2% year over year to about $3.3 billion. Adjusted EBITDA rose to $613 million, supported by margin gains and new commercial awards. Aptiv Q2 earnings beat estimates
- Positive Sentiment: Goldman Sachs, RBC and Wells Fargo lowered their price targets but maintained bullish ratings of “buy,” “outperform” and “overweight,” respectively. Their revised targets of $71, $78 and $66 imply approximately 40% to 66% upside from recent levels. Analyst price target changes
- Positive Sentiment: Aptiv is targeting roughly $300 million in 2026 revenue from robotics and drones, providing a potential longer-term growth catalyst as the company expands beyond traditional automotive components. Aptiv robotics and drone revenue outlook
- Neutral Sentiment: Analyst opinion remains divided: Deutsche Bank downgraded Aptiv to “hold” with a $56 target, while Fox Advisors moved to “equal weight.” The targets remain above the current market price but reflect reduced confidence in near-term execution. Analyst rating changes
- Negative Sentiment: Aptiv cut 2026 revenue guidance to $12.6 billion–$12.8 billion from $12.8 billion–$13.2 billion and adjusted EPS guidance to $5.60–$5.80 from $5.70–$6.10. Management cited customer-mix headwinds, particularly in China, that are expected to weigh on second-half growth. Aptiv second-quarter financial results
- Negative Sentiment: Free cash flow was only $12 million in the quarter and negative $196 million year to date, adding to investor concerns about cash generation. Two reported insider transactions were sales, while more institutions reduced positions than added them in the latest quarter.
Institutional Trading of Aptiv
Hedge funds have recently bought and sold shares of the stock. NewEdge Advisors LLC raised its position in Aptiv by 502.1% in the 1st quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company’s stock worth $926,000 after purchasing an additional 12,973 shares during the period. Woodline Partners LP grew its position in shares of Aptiv by 439.2% during the 1st quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock valued at $4,528,000 after acquiring an additional 61,994 shares during the period. Focus Partners Wealth lifted its stake in Aptiv by 110.7% in the 1st quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company’s stock valued at $566,000 after buying an additional 4,998 shares in the last quarter. Geneos Wealth Management Inc. boosted its stake in Aptiv by 452.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after purchasing an additional 398 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in Aptiv by 523.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,561 shares of the auto parts company’s stock valued at $175,000 after acquiring an additional 2,150 shares in the last quarter. Hedge funds and other institutional investors own 94.21% of the company’s stock.
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.
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