Deutsche Bank analyst Edison Yu maintains $Aptiv PLC (APTV.US)$ with a hold rating, and adjusts the target price from $74 to $66.
According to TipRanks data, the analyst has a success rate of 29.3% and a total average return of -13.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Aptiv PLC (APTV.US)$'s main analysts recently are as follows:
The analyst notes that Aptiv's macroeconomic challenges are expected to continue up to 2025, but believes that the recent 18% drop in the company's shares may be an overreaction. They highlight Aptiv's potential for secular growth within its ASUX division and suggest that, despite potential macroeconomic risks in 2025, the anticipated electric vehicle recovery should provide a significant counterbalance.
Aptiv's third-quarter results were a blend of strengths and weaknesses, and forecasts for FY24 were adjusted modestly downwards, mirroring a conservative outlook for the industry. However, the company's management emphasized the uncertainty for FY25 and the adjustments in OEM production schedules. Despite the challenges faced by numerous clients, such as competitive pricing pressures and slow electric vehicle sales, the recent significant drop in stock value following these announcements appears to be an overreaction.
Aptiv's third-quarter EBIT fell short of consensus estimates by 2%, and the company's management revised its full-year 2024 sales and EBIT guidance downwards by 2% and 3%, respectively.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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德意志银行分析师Edison Yu维持$Aptiv PLC (APTV.US)$持有评级，并将目标价从74美元下调至66美元。
根据TipRanks数据显示，该分析师近一年总胜率为29.3%，总平均回报率为-13.0%。
此外，综合报道，$Aptiv PLC (APTV.US)$近期主要分析师观点如下：
分析师指出，康迪的宏观经济挑战预计将持续至2025年，但他们认为公司股价最近下跌18%可能是一种过度反应。他们强调了康迪在其ASUX部门潜力的增长，并建议，尽管2025年可能存在宏观经济风险，但预期的电动车复苏应该提供重要的平衡。
康迪第三季度的业绩表现强弱并存，FY24的预测略有下调，体现了对行业的保守展望。然而，公司管理层强调了FY25的不确定性以及OEm生产计划的调整。尽管许多客户面临挑战，例如竞争性定价压力和电动车销售缓慢，但在这些公告后，公司股价的大幅下跌似乎是一种过度反应。
康迪第三季度的EBIt低于共识预期2%，公司管理层将其2024年全年销售和EBIt指导下调了各自的2%和3%。
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