$APTV

UBS maintained a 'Buy' rating for Aptiv (APTV) but lowered its price target from $62 to $57. APTV is trading at $44.22, 26.7% below its GF Value™ of $60.36. The company has a GF Score™ of 78/100, strong insider buying, and a market cap of $9.18B. Analysts cite short-term pressures in the automotive sector for the target adjustment.

Goldman Sachs lowered its price target on Aptiv (NYSE: APTV) from $71 to $61 but maintained a 'Buy' rating. The stock has a 5-day change of +0.80% and a year-to-date change of +0.57%. Aptiv recently collaborated with NVIDIA on AI solutions.

Aptiv (APTV) stock has declined for four months, and Goldman Sachs lowered its price target to $61 from $71, citing weaker Chinese vehicle sales. The firm maintains a 'Buy' rating, expecting a 39% upside. Aptiv supplies automotive technology, including EV components and advanced driver-assistance systems, and recently began mass production of a new ADAS smart camera for a Chinese vehicle program.

BlackBerry (BB) rose 4% to $8.56 after reporting record QNX revenue, up 27% YoY, and raising its full-year outlook. QNX secured a $100M+ design win with Coretura. Mobileye (MBLY) and Aptiv (APTV) fell 1% and 2%, respectively. BlackBerry's gain is attributed to its strong QNX performance, while peers declined due to broader market softness.

BlackBerry (BB) rose 5% to $8.40 after Jim Cramer's 'buy' call, ahead of its September 24 earnings report. Analysts have differing price targets: Stifel at $12 (Buy), Baird at $5 (Neutral). Automotive peers Aptiv (APTV) and Mobileye (MBLY) saw minimal movement, indicating BB's gain was stock-specific.

Aptiv (APTV) will support NVIDIA's Jetson Orin Nano 2 processor, expanding their partnership. The company reported Q2 2026 revenue of $3.3B, up 2%, with adjusted EBITDA at $613M. Free cash flow declined to $12M from $219M a year earlier, with negative free cash flow of $196M for the first half of 2026. Aptiv is focusing on physical AI and robotics, while legacy automotive demand poses a headwind.

Axera (0600.HK) announced its M57 SoC powers Aptiv's new ADAS unit, now in mass production for a Chinese NEV automaker's EU-bound models. The solution meets 2026 Euro NCAP five-star requirements, reducing hardware size and power use by 20%. Axera's GM highlighted M57's global market readiness and compliance with safety standards.

Wall Street analysts issued research calls on several companies. Eli Lilly (LLY) was upgraded to Buy with a $1,400 target, Etsy (ETSY) to Outperform with a $525 target, and New York Times (NYT) to Buy with an $82 target. Downgrades included Aptiv (APTV) to Neutral with a $56 target, Lear (LEA) to Neutral with a $150 target, and Magna (MGA) to Neutral with a $72 target. New initiations included Autodesk (ADSK) with a Neutral rating and $215 target, Rivian (RIVN) with a Neutral rating and $18 targ

Analysts updated recommendations for several companies. Baptista Research raised Abercrombie & Fitch's price target to $163.40 but downgraded it to hold. Eli Lilly was upgraded to buy by Berenberg, which also raised its target to $1,400. Other companies affected include Coinbase, Ulta Beauty, and Philip Morris.

Auto-parts OEMs show mixed sentiment. Magna (MGA) and BorgWarner (BWA) are favored for valuation, while Aptiv (APTV) has high recovery potential but weak earnings revisions. Tariffs pose margin risks. Magna's forward P/E is 9.6x with 19.6% fair value upside. Aptiv's shares fell despite beating EPS estimates due to lowered outlook.