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APTV · NYSE · STOCK

Aptiv (APTV) Stock Analysis

Consumer Cyclical Updated August 23, 2026
$48.27
52W $46.16 – $88.93
62/100
$10.22B
46.0
1.36
AI Committee Verdict
Buy
62/100
Conviction: Contested · 60% agreement · 5 analysts
+41.1%
-2.2%
18.60:1
Contested

Is APTV Bullish or Bearish?

Bullish. Innellis AI committee rates Aptiv (APTV) Buy with a composite score of 62/100 , based on 5 analysts with 60% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.09 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.91 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 34.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • News sentiment is positive (+0.33 across 21 articles, 14d) — News
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Weekly RSI at 21 -- oversold on the larger timeframe too — Technical
  • Bollinger bandwidth of 34.8% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
62/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 18%
of 178 Consumer Cyclical peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 34.8% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 21 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score strengthened significantly from 49.9 to 61.9.

Analyst-level changes:
  • Growth Analyst: stance bearish->bullish; score 40->85 (+45).
  • Value Analyst abstained (was bearish at 35).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
39.8
Neutral
MACD Histogram
0.065
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$47.20
Resistance
$68.11
Bollinger %B
0.33
Inside Bands
Price vs Moving Averages
EMA 9
$48.94 Below
EMA 21
$51.22 Below
EMA 50
$55.28 Below
EMA 200
$64.44 Below

Fundamental Analysis

Valuation
67
Growth
53
Profitability
5
Financial Health
96
Cash Flow
70
Valuation
P/E Ratio 46.0×
P/B Ratio 1.17×
PEG Ratio -0.61
Dividend Yield 0.00%
52W High $88.93
52W Low $46.16
Quality & Growth
ROE 179.2%
ROA 70.5%
Gross Margin 1992.5%
Operating Margin 546.9%
Revenue Growth YoY
Debt / Equity 0.65
AI Fundamental Assessment
P/E ratio of 46.0 (rich relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of -0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1.8%; Return on assets of 0.7%; Net margin of 1.2%; Gross margin of 19.9%; Current ratio of 2.02 (healthy short-term liquidity); Debt-to-equity of 0.65; Free cash flow per share is positive (3.60); Most recent quarter beat estimates by 11.6%; 2 consecutive earnings beats; EPS growth accelerating (-8.1% -> -4.7% QoQ); Average YoY EPS growth of -23.1%; Analyst estimates falling over recent quarters
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