Wells Fargo Reiterates Buy Rating on Aptiv PLC

Wells Fargo maintains its buy rating for Aptiv PLC with a $77 price target, a 27.65% upside from the current price.

Key Points

  • Wells Fargo has reiterated its buy rating on Aptiv PLC, setting a price target of $77 as of June 25, 2026.
  • Wells Fargo's $77 price target implies 27.65% upside from Aptiv PLC's ($APTV) current $60.32 share price.
  • Shares of Aptiv PLC traded at $60.42 on Thursday with a market cap of $13.45 billion and a P/E ratio of 37.8.
  • Recent insider activity includes planned sales by executives and several buy transactions in April and May.

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Wells Fargo has reiterated its buy rating on Aptiv PLC (NYSE:APTV), maintaining a price target of $77. This reaffirmation came on June 25, 2026, with analyst Colin Langan emphasizing the firm's positive outlook on the stock.

Analyst rating track record

Wells Fargo vs. the S&P 500

YTD return -12.64% hypothetical
All-time return +10% S&P 500 +33.27%
vs. S&P 500 -23.27% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Aptiv PLC Stock Up 31.8%

Shares of NYSE:APTV traded near $60.42 on Thursday. Aptiv PLC, with a market cap of approximately $13.45 billion, has a P/E ratio of 37.8 and a forward P/E of 9.3. The stock's 52-week range spans from a low of $51.68 to a high of $88.93, with a 50-day moving average of $61.24 and a 200-day moving average of $74.37. The company maintains a current ratio of 2.12 and a quick ratio of 1.52, with a debt-to-equity ratio of 103.8.

12-month forecast

$APTV price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

Aptiv PLC reported revenues of about $20.66 billion, achieving a growth rate of 5.4%. The company's net margin stands at 1.77%, and it posted earnings per share of $1.68. The return on equity is 4.08%. Aptiv is expected to announce its next earnings on July 30, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

D+ 49/100

Reported May 5, 2026

  1. Forward outlook

    2 target raises vs 2 cuts.

  2. EPS & revenue

    EPS beat estimates by 6.9%. Revenue missed estimates by 1.0%.

  3. Profit surprise

    EBITDA missed by 17 percent. Operating income missed by 30 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    2 target raises, 2 target cuts.

  6. Earnings quality

    Operating margin down 1.3 points. Positive free cash flow.

Earnings Call Summary

Aptiv completed the separation of its Electrical Distribution Systems business into Versigent and reported solid first quarter results with $5.1 billion in revenue, up 1 percent year over year, and record earnings of $1.71 per share. The company won $4.6 billion in new business awards, with strong growth in nonautomotive markets at 9 percent and software and services at 10 percent. Management highlighted progress in artificial intelligence driven advanced driver assistance systems and robotics partnerships, though acknowledged commodity inflation from Middle East tensions and near term customer mix headwinds that will improve by mid year.

Guidance Aptiv maintained full year revenue growth guidance of 4 percent and earnings per share between $5.70 and $6.10. Management expects acceleration in the second half from improved vehicle production, program launches, and abatement of customer-specific headwinds. However, new commodity cost pressures from the Middle East conflict will offset some gains through customer pass-throughs and operational improvements.

Negative report. Results or guidance disappointed and expectations are likely to move lower.

Insider Buying and Selling at Aptiv PLC

Recent insider activity at Aptiv PLC includes planned sales by Louis Saint Obed, EVP & Chief People Officer, who sold 3,000 shares at $69.60 on June 15, 2026, and Katherine Ramundo, EVP, CLO, CCO & Secretary, who sold 2,000 shares at $78.30 on June 3, 2026. On the buying side, Hakan Agnevall purchased 6,100 shares at $57.73 on May 8, 2026, while Paul Meister, Colin Parris, and Robert Kelly Ortberg each made significant purchases on April 29, 2026.

Analysts Set New Price Targets

On June 25, 2026, Wells Fargo maintained its buy rating for Aptiv PLC, setting a price target of $77. Other analysts, such as Citigroup and JP Morgan, have also maintained buy ratings, with price targets of $77 and $84, respectively. The consensus among 19 analysts is a strong buy, with a mean target price of $78.21.

About Aptiv PLC

Aptiv PLC is a leading industrial technology company providing hardware and software solutions primarily for the automotive industry. The company operates through segments focused on advanced safety, user experience, and electrical distribution systems. Headquartered in Schaffhausen, Switzerland, Aptiv employs around 140,000 people worldwide and is led by CEO Kevin P. Clark. The company was founded in 2011 and serves markets across North America, Europe, the Middle East, Africa, Asia Pacific, and South America.

Bottom Line

Aptiv PLC continues to attract positive attention from analysts, with Wells Fargo reiterating its buy rating and setting a $77 price target. Investors often track these ratings for insights into potential stock performance. While 13F filings are backward-looking, they provide valuable information about institutional sentiment and investment strategies.

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