Barclays analyst Dan Levy maintains $Aptiv PLC (APTV.US)$ with a buy rating, and adjusts the target price from $100 to $80.
According to TipRanks data, the analyst has a success rate of 37.0% and a total average return of -2.4% 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 negative reaction of the market to Aptiv's post-earnings is believed to be exaggerated, presenting a favorable opportunity for entry given the company's enhanced margins and anticipated growth resumption. The company is noted to be trading at its most modest valuation since 2013, with a recovery deemed justified.
Aptiv's Q3 results and reduced guidance suggest that macroeconomic headwinds could continue affecting the company until 2025. Despite this, the significant drop in the company's share price may be an overreaction. Aptiv's ASUX division continues to experience secular growth, and while macro risks are anticipated to impact 2025, the expected electric vehicle rebound could provide a substantial counterbalance.
Aptiv disclosed mixed results for Q3 and provided guidance for FY24 that was somewhat conservative, mirroring the industry's cautious perspective. Additionally, FY25's unpredictability and curtailed OEM production timetables were underscored by the company's management. It was noted that despite some clients streamlining their operations due to cost-effective rivalry and lukewarm electric vehicle sales, the 20% decline in stock value on Thursday appears to be an overreaction, suggesting that this could present a buying opportunity during the dip.
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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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巴克莱银行分析师Dan Levy维持$Aptiv PLC (APTV.US)$买入评级，并将目标价从100美元下调至80美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.0%，总平均回报率为-2.4%。
此外，综合报道，$Aptiv PLC (APTV.US)$近期主要分析师观点如下：
据信，市场对Aptiv财后收益的负面反应被夸大了，鉴于该公司利润率的提高和预期的增长恢复，这是一个有利的进入机会。值得注意的是，该公司的交易估值是自2013年以来最温和的，复苏被认为是合理的。
Aptiv的第三季度业绩和下调的指导表明，宏观经济的不利因素可能会持续影响该公司，直到2025年。尽管如此，该公司股价的大幅下跌可能是反应过度。Aptiv的ASUX部门继续保持长期增长，尽管宏观风险预计将影响2025年，但预期的电动汽车反弹可能会提供实质性的平衡。
Aptiv披露的第三季度业绩喜忧参半，并对24财年提供了一些保守的指导，这反映了该行业的谨慎观点。此外，该公司的管理层还强调了25财年的不可预测性以及OEM生产时间表的缩减。有人指出，尽管由于具有成本效益的竞争和电动汽车销售不冷不热，一些客户精简了业务，但周四股价下跌20％似乎是反应过度，这表明这可能会在下跌期间提供买入机会。
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