Aptiv (NYSE:APTV) Price Target Cut to $81.32 by Analysts at HSBC

Key Points

• HSBC cut its price target on Aptiv to $81.32 from $96 while maintaining a "buy" rating, a level that implies roughly a 31% upside from the recent close.
• Aptiv shares plunged about 10.7% to $62.01 on heavy volume, amid several analyst target adjustments (average target ~$96.47) that have created downward momentum despite most analysts rating the stock a Buy.
• The company recently beat Q4 estimates on EPS ($1.86 vs. $1.82) and revenue ($5.15B vs. $5.07B) and issued FY‑2026 guidance of $8.15–$8.75 per share, above current consensus of ~7.2 EPS.

Aptiv (NYSE:APTV - Get Free Report) had its target price reduced by equities research analysts at HSBC from $96.00 to $81.32 in a report released on Wednesday,MarketScreener reports. The firm presently has a "buy" rating on the auto parts company's stock. HSBC's price objective indicates a potential upside of 31.13% from the company's previous close.

A number of other research analysts have also recently issued reports on the stock. Morgan Stanley lifted their price objective on shares of Aptiv from $84.00 to $87.00 and gave the company an "equal weight" rating in a report on Monday. TD Cowen increased their price target on Aptiv from $107.00 to $108.00 in a research report on Tuesday, February 3rd. Fox Advisors upgraded Aptiv from an "equal weight" rating to an "overweight" rating and set a $110.00 price objective on the stock in a research note on Tuesday, January 13th. Weiss Ratings raised shares of Aptiv from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, March 19th. Finally, Bank of America assumed coverage on shares of Aptiv in a report on Wednesday, March 4th. They issued a "buy" rating for the company. Eighteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $96.47.

Aptiv Stock Down 10.7%

Shares of NYSE APTV traded down $7.43 during midday trading on Wednesday, hitting $62.01. 800,239 shares of the stock traded hands, compared to its average volume of 2,372,569. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.23 and a current ratio of 1.74. Aptiv has a one year low of $47.19 and a one year high of $88.93. The business has a 50 day moving average price of $75.81 and a two-hundred day moving average price of $79.24. The company has a market cap of $13.22 billion, a PE ratio of 81.41, a P/E/G ratio of 0.96 and a beta of 1.50.

Aptiv (NYSE:APTV - Get Free Report) last issued its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.82 by $0.04. The company had revenue of $5.15 billion for the quarter, compared to analysts' expectations of $5.07 billion. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.Aptiv's quarterly revenue was up 5.0% compared to the same quarter last year. During the same period last year, the business earned $1.75 EPS. 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, equities analysts predict that Aptiv will post 7.2 EPS for the current year.

Insider Activity

In related news, EVP Katherine H. Ramundo sold 5,000 shares of Aptiv stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $85.00, for a total value of $425,000.00. Following the sale, the executive vice president owned 116,959 shares of the company's stock, valued at approximately $9,941,515. The trade was a 4.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.06% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Hsbc Holdings PLC lifted its holdings in Aptiv by 117.0% during the fourth quarter. Hsbc Holdings PLC now owns 245,854 shares of the auto parts company's stock valued at $18,770,000 after purchasing an additional 132,571 shares during the last quarter. Stance Capital LLC purchased a new position in shares of Aptiv in the fourth quarter worth about $1,344,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of Aptiv in the fourth quarter worth about $48,000. Pacer Advisors Inc. raised its position in shares of Aptiv by 53.2% in the fourth quarter. Pacer Advisors Inc. now owns 2,213,657 shares of the auto parts company's stock valued at $168,437,000 after purchasing an additional 768,630 shares during the period. Finally, Kera Capital Partners Inc. lifted its stake in shares of Aptiv by 30.8% during the 4th quarter. Kera Capital Partners Inc. now owns 3,991 shares of the auto parts company's stock valued at $302,000 after buying an additional 939 shares in the last quarter. Institutional investors own 94.21% of the company's stock.

Trending Headlines about Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Morgan Stanley says Aptiv shares are expected to rise, giving investors a reason to buy into near-term upside. Aptiv NYSE: APTV Stock Price Expected to Rise, Morgan Stanley Analyst Says
• Positive Sentiment: Morgan Stanley raised its price target from $84 to $87 (equal-weight), signaling some analyst confidence in upside after recent moves. Aptiv had its price target raised by Morgan Stanley from $84.00 to $87.00
• Positive Sentiment: Aptiv subsidiary Winchester Interconnect launched the Modulus modular connector (targets aerospace/defense and LEO satellite markets), a product development that could expand high-margin, non-automotive revenue. Aptiv (APTV) Sees Its Subsidiary Launch Modulus
• Positive Sentiment: Analyst/media pieces (Zacks, Seeking Alpha) highlight Aptiv as a growth name with attractive valuation dynamics for long-term investors. Here's Why Aptiv PLC (APTV) is a Strong Growth Stock
• Neutral Sentiment: Versigent (formerly part of Aptiv) completed its separation and began independent trading as VGNT — a corporate restructuring that reduces Aptiv’s scope and creates a new public comparitor; this can change revenue/segment reporting and investor focus. Versigent Launches as New Publicly Traded Company
• Neutral Sentiment: Aptiv and Versigent will report Q1 2026 results on May 5 (Total Aptiv reporting, including EDS segment) — a near-term catalyst that could drive volatility. Aptiv and Versigent to Release First Quarter 2026 Financial Results on May 5
• Negative Sentiment: Barclays issued a pessimistic forecast for APTV, adding immediate downside pressure from a high-profile sell-side voice. Barclays Issues Pessimistic Forecast for Aptiv NYSE: APTV Stock Price
• Negative Sentiment: Barclays cut its price target from $105 to $77 (still “overweight”), reducing the stock’s modeled upside. Aptiv had its price target lowered by Barclays PLC from $105.00 to $77.00
• Negative Sentiment: Royal Bank of Canada trimmed its target from $104 to $81 (outperform), and Wells Fargo trimmed its target modestly — multiple target cuts are creating downward momentum. Aptiv had its price target lowered by Royal Bank Of Canada from $104.00 to $81.00
• Negative Sentiment: Wells Fargo lowered its price target from $95 to $93 (overweight), another trimmed forecast contributing to investor caution. Aptiv had its price target lowered by Wells Fargo & Company from $95.00 to $93.00

About Aptiv

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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