Evercore Cuts Aptiv (NYSE:APTV) Price Target to $80.00

Key Points

• Evercore cut Aptiv's price target to $80 (from $100) while keeping an "Outperform" rating, a target that implies roughly a 41% upside from the current stock price.
• Aptiv beat Q1 estimates (EPS $1.71 vs. $1.62; revenue $5.09B vs. $5.03B) but issued weaker Q2 and FY‑2026 guidance, which focused investor concern on margins/cash flow and sent the stock to a 52‑week low.
• Analyst picture remains constructive but trimmed: the consensus is a "Moderate Buy" with an average price target of $87.60 as several firms lowered targets in recent weeks.

Aptiv (NYSE:APTV - Get Free Report) had its price objective cut by research analysts at Evercore from $100.00 to $80.00 in a research note issued on Tuesday,MarketScreener reports. The firm currently has an "outperform" rating on the auto parts company's stock. Evercore's target price points to a potential upside of 41.11% from the company's current price.

Several other equities research analysts also recently commented on APTV. TD Cowen dropped their target price on Aptiv from $93.00 to $90.00 and set a "buy" rating on the stock in a report on Wednesday, April 15th. Bank of America initiated coverage on Aptiv in a report on Wednesday, March 4th. They set a "buy" rating for the company. BNP Paribas Exane dropped their price target on shares of Aptiv from $107.00 to $83.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 14th. HSBC decreased their target price on shares of Aptiv from $81.32 to $75.00 and set a "buy" rating for the company in a report on Monday, April 27th. Finally, Oppenheimer decreased their price objective on shares of Aptiv from $106.00 to $84.00 and set an "outperform" rating for the company in a report on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $87.60.

Aptiv Price Performance

Shares of APTV opened at $56.70 on Tuesday. Aptiv has a fifty-two week low of $52.38 and a fifty-two week high of $88.93. The firm's 50-day simple moving average is $66.21 and its two-hundred day simple moving average is $75.17. The stock has a market cap of $12.08 billion, a PE ratio of 74.99, a price-to-earnings-growth ratio of 0.79 and a beta of 1.42. 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 (NYSE:APTV - Get Free Report) last released its earnings results on Tuesday, May 5th. The auto parts company reported $1.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.09. The firm had revenue of $5.09 billion during the quarter, compared to analyst estimates of $5.03 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The business's revenue was up 5.4% on a year-over-year basis. During the same period last year, the business earned $1.69 earnings per share. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. Analysts anticipate that Aptiv will post 8.28 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Aptiv

A number of large investors have recently made changes to their positions in APTV. Saranac Partners Ltd bought a new position in shares of Aptiv in the 3rd quarter worth approximately $25,000. Larson Financial Group LLC raised its position in Aptiv by 240.0% in the fourth quarter. Larson Financial Group LLC now owns 357 shares of the auto parts company's stock worth $27,000 after acquiring an additional 252 shares during the period. Geneos Wealth Management Inc. grew its position in shares of Aptiv by 452.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company's stock valued at $29,000 after acquiring an additional 398 shares during the period. Foster Dykema Cabot & Partners LLC purchased a new stake in shares of Aptiv in the 3rd quarter worth $30,000. Finally, Root Financial Partners LLC bought a new position in Aptiv in the 3rd quarter worth $31,000. 94.21% of the stock is currently owned by institutional investors.

Key Headlines Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q1 results topped estimates: Aptiv reported $1.71 EPS on $5.09B revenue, beating consensus and showing year‑over‑year revenue growth — confirms near‑term topline strength. Aptiv Q1 Earnings and Revenues Beat Estimates, Increase Y/Y
• Positive Sentiment: EDS spin‑off (Versigent) closed April 1 — this removes the EDS business from Aptiv’s ongoing results and could sharpen investor focus on higher‑margin technology businesses. Aptiv Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Full earnings call/transcript and slide deck are available for detail on drivers, cost actions and capex — useful for tracking management’s take on margins, free cash flow and timing of recovery. Aptiv PLC (APTV) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Guidance cut: Aptiv lowered Q2 2026 EPS to $1.30–1.50 (street ~1.63) and FY EPS to $5.70–6.10 (street ~6.60); revenue guidance also came in well below consensus — the weaker outlook is the primary near‑term negative catalyst. Aptiv Reports First Quarter 2026 Financial Results
• Negative Sentiment: Market reaction and key concerns: despite the beat, the stock hit a 52‑week low after the print as investors focused on cash‑flow and margin pressures and the downgraded outlook — suggests sentiment is sensitive to near‑term profitability metrics. Aptiv crashes to 52-week low post-earnings beat: blame cash flow & margin?

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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