Aptiv PLC (APTV)

In July 2025, Wolfe Research downgraded Aptiv from "Outperform" to "Peer Perform", Barclays downgraded Aptiv from "Overweight" to "Equal-Weight" on April 15, and UBS downgraded Aptiv from "Buy" to "Neutral" on April 10. In June 2025, Guggenheim downgraded Aptiv from "Buy" to "Neutral", leading to a stock decrease, while Wall Street Zen upgraded Aptiv to a "hold" rating. In May 2025, Royal Bank of Canada increased their target price to $77.00 with an "outperform" rating. In February 2025, HSBC upgraded Aptiv from "Hold" to "Buy", Raymond James downgraded Aptiv from "Outperform" to "Market Perform", Baird upgraded Aptiv from "Neutral" to "Outperform" in January, Piper Sandler upgraded Aptiv from "Underweight" to "Neutral" in January, and Evercore ISI Group and Oppenheimer issued an "Outperform" rating. Aptiv reported its first-quarter 2025 financial results on May 1, 2025, beating consensus estimates, and is expected to release its second-quarter results on July 31, 2025. Members of Congress have traded APTV stock 5 times, and insiders have traded APTV stock 1 time in the past six months.

Demand for Aptiv's products is tied to automotive production volumes and the transition to electric and software-defined vehicles. The market for high-voltage electrification is expected to increase significantly, and demand for ADAS is also rising. The transition to software-defined vehicles presents opportunities, but Aptiv's demand can be impacted by automotive production trends and customer production schedules. Historically, Aptiv's stock has shown a chance of a "green month" in July.

Aptiv Plc is an automotive technology supplier that designs, develops, and manufactures software and hardware solutions for the global automotive and commercial vehicle markets, focusing on the transition to software-defined, autonomous, and battery electric vehicles. It operates through two segments: Signal and Power Solutions, which provides vehicle electrical systems, and Advanced Safety and User Experience, which focuses on vehicle safety, security, comfort, and convenience. Aptiv is classified within the Producer Manufacturing sector and the Electrical Products industry.

Aptiv Plc has a significant global presence, operating in 49 countries with approximately 140 major manufacturing facilities and 11 major technical centers worldwide. Its geographical segments include North America, Europe, Middle East and Africa, Asia Pacific, and South America.

Aptiv has a reputation for reliability and innovation in the automotive industry, focusing on integrated solutions and sustainable manufacturing. However, the company's stock experienced a significant decline in 2024, underperforming the S&P 500 due to declining auto production volumes and uncertain outlooks, particularly for EVs.

Aptiv Plc's ownership is a mix of institutional, retail, and individual investors. Institutional investors hold approximately 60.32% of the company's stock, with major shareholders including Vanguard Group Inc. and BlackRock, Inc. Insiders own approximately 0.87% of the company's stock, with Elliott International LP being the largest individual shareholder.