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Aptiv

APTV Consumer Cyclical Unknown Updated July 31, 2026
$56.48
52W $51.68 – $88.93
51/100
$11.95B
33.6
1.34
AI Committee Verdict
Watch
Conviction: Unanimous · 100% agreement · 6 analysts
+20.6%
-0.3%
68.63:1
Unanimous

Is APTV Bullish or Bearish?

Mixed. Innellis AI committee rates Aptiv (APTV) Watch with a composite score of 51/100 , based on 6 analysts with 100% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.57 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.43 from today. The band boundary is 45.0, 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 sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

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
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.37 means this name should amplify a favorable market regime — Macro
Bear Case
  • P/E of 33.5 is moderate-to-rich — Value
  • ROE of only 3.9% -- cheap may mean cheap for a reason — Value
  • EPS declining -72.0% YoY despite any revenue growth — Growth
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
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 July 31, 2026
Overall Committee Score
51/100
Agreement
100%
Analysts
6
Conviction
Unanimous
Sector Rank
Top 61%
of 124 Consumer Cyclical peers
Value Analyst neutral
42 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 33.5 is moderate-to-rich
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -72.0% YoY despite any revenue growth
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
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 52.7 to 51.4.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: stance bullish->neutral.
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
38.8
Neutral
MACD Histogram
0.099
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$56.31
Resistance
$68.11
Bollinger %B
0.12
Inside Bands
Price vs Moving Averages
EMA 9
$57.71 Below
EMA 21
$58.63 Below
EMA 50
$60.42 Below
EMA 200
$66.92 Below

Fundamental Analysis

Valuation
75
Growth
63
Profitability
0
Financial Health
87
Cash Flow
37
Valuation
P/E Ratio 33.6×
P/B Ratio 1.31×
PEG Ratio -0.47
Dividend Yield 0.00%
52W High $88.93
52W Low $51.68
Quality & Growth
ROE 1.8%
ROA 0.7%
Gross Margin 19.1%
Operating Margin 5.5%
Revenue Growth YoY
Debt / Equity 1.01
AI Fundamental Assessment
P/E ratio of 33.6 (rich relative to a 15-40x range); Price-to-book of 1.3x; PEG ratio of -0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.2%; Current ratio of 2.11 (healthy short-term liquidity); Debt-to-equity of 1.01; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (5.10); Most recent quarter beat estimates by 6.9%; EPS growth accelerating (-14.3% -> -8.1% QoQ); Analyst estimates falling over recent quarters
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Explore APTV Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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