Analyst Explains Catalysts for Aptiv (APTV) Stock

Published on September 25, 2025 at 6:51 am by Fahad Saleem in News

We recently published Wall Street Analysts Like These 10 Stocks. Aptiv PLC (NYSE:APTV) is one of the stocks analysts were recently talking about.

Stephanie Link, CIO at Hightower, recently said during a program on CNBC that she’s buying Aptiv because the company is in expansion mode. Here is why the analyst likes the stock:

“It’s an auto parts company, but it’s spinning out its software business. And we have a catalyst November. They’re having an analyst day, and we’re going to learn more about the information about the spin. You know, I like spins. Spins work. They’re growing mid-single digits and margins are in expansion mode. And then the software piece, the total addressable market is like 90 billion. They’re growing mid-single digits and I think when they get away from the parent, they’ll be able to focus more on growth and see an acceleration in revenue. So it’s a spin story and it’s that’s the catalyst and that’s the reason in addition to maybe auto parts are just kind of lagging and maybe we’re in for a recovery.”

ClearBridge Large Cap Growth Strategy stated the following regarding Aptiv PLC (NYSE:APTV) in its Q3 2024 investor letter:

“Lastly, we sold our position in tier 1 automotive parts supplier Aptiv PLC (NYSE:APTV). Part of our original investment thesis for Aptiv was that the company should garner a premium multiple versus competitors as its product portfolio was well-positioned to take share as auto production shifted toward electric vehicles. However, weak global auto demand and slowing mix shift toward EVs has pressured Aptiv’s business and the company is capturing share at a slower rate than we anticipated. While Aptiv has executed well on profitability and trades at a cheap valuation, we do not foresee the same level of multiple expansion as the company’s growth relative to the market remains weak.”