Wells Fargo & Company Forecasts Strong Price Appreciation for Aptiv (NYSE:APTV) Stock

Aptiv (NYSE:APTV) had its price objective boosted by research analysts at Wells Fargo & Company from $99.00 to $102.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has an “overweight” rating on the auto parts company’s stock. Wells Fargo & Company‘s target price indicates a potential upside of 25.85% from the company’s current price.

Several other equities analysts have also commented on the stock. TD Cowen restated a “buy” rating on shares of Aptiv in a research report on Friday, October 31st. Deutsche Bank Aktiengesellschaft upped their target price on shares of Aptiv from $104.00 to $105.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Citigroup assumed coverage on Aptiv in a report on Friday, October 10th. They set a “buy” rating and a $109.00 price target on the stock. US Capital Advisors set a $110.00 price objective on Aptiv in a report on Tuesday, January 13th. Finally, UBS Group raised their target price on Aptiv from $94.00 to $99.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Aptiv presently has a consensus rating of “Moderate Buy” and an average target price of $100.60.

Aptiv Stock Up 3.6%

NYSE:APTV opened at $81.05 on Tuesday. The company has a current ratio of 1.74, a quick ratio of 1.26 and a debt-to-equity ratio of 0.79. The stock has a 50 day moving average of $78.79 and a 200-day moving average of $78.95. The firm has a market capitalization of $17.51 billion, a PE ratio of 106.65, a price-to-earnings-growth ratio of 0.92 and a beta of 1.51. Aptiv has a 52 week low of $47.19 and a 52 week high of $88.93.

Aptiv (NYSE:APTV) last released its quarterly earnings data on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. The business had revenue of $5.15 billion during the quarter, compared to analyst estimates of $5.07 billion. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.The business’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. Analysts predict that Aptiv will post 7.2 EPS for the current year.

Insider Buying and Selling at Aptiv

In other 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 transaction, the executive vice president owned 116,959 shares of the company’s stock, valued at $9,941,515. The trade was a 4.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.45% of the company’s stock.

Institutional Trading of Aptiv

A number of large investors have recently added to or reduced their stakes in APTV. Norges Bank acquired a new stake in shares of Aptiv during the 2nd quarter valued at $187,652,000. Truist Financial Corp raised its position in shares of Aptiv by 1,036.0% during the third quarter. Truist Financial Corp now owns 396,443 shares of the auto parts company’s stock worth $34,181,000 after purchasing an additional 361,546 shares during the period. Allstate Corp purchased a new stake in shares of Aptiv during the third quarter valued at $704,000. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in shares of Aptiv by 1,259.2% in the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 135,359 shares of the auto parts company’s stock valued at $11,671,000 after purchasing an additional 125,400 shares during the period. Finally, Dynasty Wealth Management LLC purchased a new position in Aptiv in the 3rd quarter worth about $573,000. 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: Aptiv reported Q4 results that beat EPS and revenue estimates, underscoring demand resilience and prompting analyst model updates. Q4 2025 Earnings Call Transcript
• Positive Sentiment: Multiple firms raised price targets or reiterated Outperform/Overweight ratings after the Q4 beat (Oppenheimer, TD Cowen, Piper Sandler, Wells Fargo, RBC), signaling analyst confidence in Aptiv’s longer‑term growth (electrification/autonomy exposure). See sample coverage: Oppenheimer/MarketScreener/The Fly. Analyst Price Target Raises
• Neutral Sentiment: A bull‑case writeup revisiting Aptiv’s long‑term thesis (EV/electrification, software content per vehicle) has circulated, which can support investor appetite over time but doesn’t change near‑term fundamentals. Bull Case Theory
• Neutral Sentiment: Aptiv will present at the Barclays Industrial Select Conference on Feb. 18 (webcast available), increasing investor access to management’s strategy and outlook. This is visibility‑positive but not an immediate catalyst. Barclays Conference Presentation
• Negative Sentiment: Management set Q1 profit guidance that the market read as conservative and flagged margin pressure, which prompted some intra‑day weakness despite the Q4 beat — this is the main near‑term risk to the stock. Weak Q1 Guidance / Margin Pressure

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.