Aptiv (NYSE:APTV) Stock Price Expected to Rise, TD Cowen Analyst Says

Aptiv (NYSE:APTV) had its price objective increased by stock analysts at TD Cowen from $107.00 to $108.00 in a report issued on Tuesday,MarketScreener reports. TD Cowen’s price target suggests a potential upside of 33.25% from the stock’s previous close.

A number of other equities analysts have also weighed in on APTV. Fox Advisors upgraded shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 target price for the company in a research report on Tuesday, January 13th. Evercore ISI lifted their price objective on shares of Aptiv from $95.00 to $100.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. US Capital Advisors set a $110.00 target price on Aptiv in a research report on Tuesday, January 13th. Piper Sandler upgraded Aptiv from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $87.00 to $103.00 in a research report on Thursday, January 8th. Finally, Royal Bank Of Canada boosted their price objective on Aptiv from $101.00 to $104.00 and gave the company an “outperform” rating in a research note on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Aptiv currently has an average rating of “Moderate Buy” and an average price target of $100.60.

Aptiv Price Performance

Aptiv stock opened at $81.05 on Tuesday. The business’s 50 day simple moving average is $78.79 and its 200 day simple moving average is $78.95. Aptiv has a 12 month low of $47.19 and a 12 month high of $88.93. The company has a market cap of $17.51 billion, a price-to-earnings ratio of 106.65, a PEG ratio of 0.92 and a beta of 1.51. The company has a current ratio of 1.74, a quick ratio of 1.26 and a debt-to-equity ratio of 0.79.

Aptiv (NYSE:APTV) last issued its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $0.04. The firm had revenue of $5.15 billion for 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 was up 5.0% on a year-over-year basis. During the same period in the previous year, the company posted $1.75 earnings per share. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. Sell-side analysts forecast that Aptiv will post 7.2 EPS for the current year.

Insiders Place Their Bets

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction dated Thursday, January 8th. The stock was 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 $9,941,515. This trade represents a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.45% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of APTV. True Wealth Design LLC increased its holdings in Aptiv by 31.5% in the 3rd quarter. True Wealth Design LLC now owns 522 shares of the auto parts company’s stock valued at $45,000 after buying an additional 125 shares during the period. Ashton Thomas Private Wealth LLC raised its stake in shares of Aptiv by 2.3% in the third quarter. Ashton Thomas Private Wealth LLC now owns 6,776 shares of the auto parts company’s stock worth $584,000 after acquiring an additional 151 shares during the last quarter. Stephens Inc. AR boosted its position in Aptiv by 3.9% in the 2nd quarter. Stephens Inc. AR now owns 4,096 shares of the auto parts company’s stock valued at $279,000 after buying an additional 155 shares during the last quarter. Benjamin Edwards Inc. boosted its holdings in Aptiv by 0.5% in the fourth quarter. Benjamin Edwards Inc. now owns 34,728 shares of the auto parts company’s stock valued at $2,642,000 after acquiring an additional 156 shares during the last quarter. Finally, CI Investments Inc. increased its position in Aptiv by 11.6% in the third quarter. CI Investments Inc. now owns 1,564 shares of the auto parts company’s stock worth $135,000 after purchasing an additional 163 shares during the period. 94.21% of the stock is currently owned by institutional investors.

More Aptiv News

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

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.