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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巴克萊銀行分析師Dan Levy維持$Aptiv PLC (APTV.US)$買入評級，並將目標價從100美元下調至80美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.0%，總平均回報率為-2.4%。
此外，綜合報道，$Aptiv PLC (APTV.US)$近期主要分析師觀點如下：
據信，市場對Aptiv財後收益的負面反應被誇大了，鑑於該公司利潤率的提高和預期的增長恢復，這是一個有利的進入機會。值得注意的是，該公司的交易估值是自2013年以來最溫和的，復甦被認爲是合理的。
Aptiv的第三季度業績和下調的指導表明，宏觀經濟的不利因素可能會持續影響該公司，直到2025年。儘管如此，該公司股價的大幅下跌可能是反應過度。Aptiv的ASUX部門繼續保持長期增長，儘管宏觀風險預計將影響2025年，但預期的電動汽車反彈可能會提供實質性的平衡。
Aptiv披露的第三季度業績喜憂參半，並對24財年提供了一些保守的指導，這反映了該行業的謹慎觀點。此外，該公司的管理層還強調了25財年的不可預測性以及OEM生產時間表的縮減。有人指出，儘管由於具有成本效益的競爭和電動汽車銷售不冷不熱，一些客戶精簡了業務，但週四股價下跌20％似乎是反應過度，這表明這可能會在下跌期間提供買入機會。
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