Aptiv Fair Value Cut to US$66.61 as Analysts Split on Growth

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Aptiv's fair value estimate has been lowered from US$78.21 to US$66.61, reflecting a split analyst narrative on the company's growth and execution. The revision came alongside a cut to the revenue growth forecast, now a projected decline of 11.72% from a prior 10.96% decline, a net profit margin assumption trimmed to 10.58% from 10.92%, a future P/E multiple revised to 10.85x from 12.62x, and a discount rate adjusted to 9.74% from 9.82%. On the bullish side, StoneX, UBS, Goldman Sachs, Barclays, Evercore ISI, Baird, RBC Capital and Deutsche Bank maintain positive ratings while resetting price targets, with StoneX highlighting the post Electrical Distribution Systems separation mix as a route to higher electronic and software content in vehicles, and RBC Capital and Morgan Stanley pointing to non auto markets such as robotics, energy storage systems and data center power architectures. On the bearish side, JPMorgan and Morgan Stanley have downgraded Aptiv to Neutral and Equal Weight respectively with price targets clustered in the mid US$50s, citing increased uncertainty in the auto business and execution challenges, while UBS, Goldman Sachs, Barclays, Evercore ISI, Baird and RBC Capital have cut price targets through August 2026 on reduced confidence in near term growth, softer guidance, program delays and questions around China recovery and software timing.

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Aptiv PLC
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Fair value estimate cut to US$66.61 with lowered revenue growth, margin, and P/E assumptions, plus JPMorgan and Morgan Stanley downgrades to Neutral/Equal Weight on execution uncertainty.

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Robert W. Baird & Co. IncorporatedPrivate± Mixed
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