Why This Aptiv Analyst Turns Bearish After The Deal Between Rivian, Volkswagen
Why This Aptiv Analyst Turns Bearish After The Deal Between Rivian, Volkswagen
Aptiv PLC (NYSE:APTV) was recently upgraded to Strong Buy in the Zacks rating system.
在Zacks评级系统中，Aptiv PLC（NYSE:APTV）最近被评为强力买入网站
While the announcement of a joint venture between Rivian Automotive Inc (NASDAQ:RIVN) and Volkswagen (OTC:VWAGY) may seem unrelated to Aptiv, it represents "a red flag," according to Piper Sandler.
尽管Rivian Automotive Inc（NASDAQ:RIVN）和大众汽车（OTC:VWAGY）之间的合资公司的宣布似乎与Aptiv无关，但据Piper Sandler称，这代表了“一个红旗。”
The Aptiv Analyst: Alexander Potter downgraded the rating for Aptiv from Neutral to Underweight, while reducing the price target from $78 to $63.
Aptiv分析师：亚历山大·波特（Alexander Potter）将Aptiv的评级从中立下调为轻仓位，并将价格目标从78美元降至63美元。
The Aptiv Thesis: The joint venture between Rivian Automotive and Volkswagen focuses on "developing in-house electrical architecture, onboard ECUs, and vehicle software," Potter said in the downgrade note.
Aptiv的投资理论：波特在降级说明中称，Rivian Automotive和大众汽车之间的合资公司侧重于“开发内部电气架构，车载ECU和车辆软件”。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Rivian Automotive, Tesla Inc (NASDAQ:TSLA), and some Chinese EV makers have realized they need to "configure their own electrical architecture, design their own onboard computers, and write their own code," the analyst wrote.
分析师写道，Rivian Automotive、特斯拉股份有限公司（NASDAQ:TSLA）和一些中国电动汽车制造商已经意识到他们需要“配置自己的电气架构，设计自己的车载电脑，编写自己的代码”。
The systems are critical for automakers and relying on third-party companies such as Aptiv makes the process "too slow and too costly," Potter stated. "Apparently, VW has reached the same conclusion," he added.
分析师称，这些系统对于汽车制造商至关重要，而依靠Aptiv等第三方公司则使得这一过程“太慢太贵”。他补充说：“显然，大众汽车已经得出了同样的结论。”
"We also think APTV will keep falling short of its targeted growth range, due to SVA (smart vehicle architecture) cancelations and pricing pressure," the analyst further said.
“我们还认为，由于SVA（智能车架）取消和价格压力，APTV将继续低于其目标增长区间，” 分析师进一步表示。
APTV Price Action: Shares of Aptiv had declined by 10.13% to $65.31 at the time of publication on Wednesday.
APTV股价行情：在周三发表时，Aptiv的股价下跌了10.13%至65.31美元。
See Next: Volkswagen's Rivian Investment 'De-Risks' Future Growth Plans But 'Funding Isn't Free': 7 Analysts Size Up JV News Against 'Challenging Backdrop For EVs'
查看下一条：大众汽车的Rivian投资“减少”了未来的增长计划，但“资金并非免费”，7位分析师对合资公司的新闻进行了评估，针对“电动汽车的困境”。
Photo: Michael Vi via Shutterstock
图片：迈克尔·维通过Shutterstock。