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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德意志銀行分析師Edison Yu維持$Aptiv PLC (APTV.US)$持有評級,並將目標價從74美元下調至66美元。
根據TipRanks數據顯示,該分析師近一年總勝率為29.3%,總平均回報率為-13.0%。
此外,綜合報道,$Aptiv PLC (APTV.US)$近期主要分析師觀點如下:
分析師指出,艾普蒂夫(Aptiv)的宏觀經濟挑戰預計將持續到2025年,但他們認爲公司股價最近下跌了18%,可能是一種過度反應。他們強調了艾普蒂夫在其ASUX部門內具有長期增長潛力,並建議儘管2025年存在潛在的宏觀經濟風險,但預期的電動車復甦應提供重要的抗衡。
艾普蒂夫第三季度的業績表現融合了優勢和劣勢,2024財年的預測略微下調,反映了對行業的保守展望。然而,該公司管理層強調了2025財年的不確定性以及OEm生產計劃的調整。儘管許多客戶面臨着諸如競爭性定價壓力和電動車銷售緩慢等挑戰,但隨着這些公告後股價近期出現的顯著下跌似乎是一種過度反應。
艾普蒂夫第三季度EBIt低於一致預期2%,該公司管理層將其2024全年銷售和EBIt指引調降了分別2%和3%。
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