APTV

Investing.com -- Investing.com -- Deutsche Bank has identified leading stocks in the U.S. automotive supplier sector as companies prepare to report third-quarter results, with analyst Winnie Dong highlighting six names positioned to navigate current industry challenges. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The auto supplier sector faces a mixed operating environment marked by strong North American demand, weak domestic retail but solid exports in China, and ongoing capacity restructuring across Europe. While third-quarter earnings may face pressure from elevated logistics, energy, copper, and memory costs, the focus for most companies centers on 2027 outlooks amid flat global production growth. Suppliers must demonstrate clear growth capabilities and margin improvement to stand out. Headwinds for 2027 include European restructuring costs, pending USMCA decisions, and a recent EU-China trade deal capping Chinese hybrid exports to the EU. However, suppliers are leveraging order backlogs, onshoring wins, and automation to drive margins, while companies including Lear, Visteon, and Aptiv are deploying accelerated share buybacks to support capital returns in a low-growth environment. 1. Adient plc (ADNT) - The seating supplier ranks as Deutsche Bank's top pick in the automotive supplier space covering electronics and cabin components. Unsure what to buy ahead of earnings? Our AI's recent pre-earnings calls delivered gains of +77% to +118% after results dropped. See this month's earnings picks » 2. Autoliv Inc. (ALV) - The safety systems manufacturer holds the second position, though Deutsche Bank notes the company faces heavily fourth-quarter-weighted execution, leaving some risk until year-end. 3. Aptiv PLC (APTV) - Ranked third among the group, Aptiv also faces a heavily fourth-quarter-weighted execution timeline, presenting some uncertainty through the remainder of the year. 4. Lear Corporation (LEA) - The seating and electrical systems supplier takes the fourth spot in Deutsche Bank's rankings of auto suppliers in the electronics and cabin segment. 5. Visteon Corporation (VC) - Deutsche Bank identifies Visteon as a top pick within its coverage due to favorable valuations, order backlogs, and strong alignment with expanding Chinese OEM and export opportunities. 6. Versigent Inc. (VGNT) - The firm highlights Versigent as another top pick, expecting the company to benefit from a favorable China export mix in the third quarter, with continued strength driven by valuations, order backlogs, and Chinese OEM expansion. Original Article Top Auto Suppliers: Deutsche Bank's Picks Ahead of Third Quarter DeepSeek open-sources DeepInfer software to curb AI deployment costs BofA Prefers These Semicap Top Picks on Mix, Pricing, NAND, China Upside

With a market cap. of $9.2 billion, Aptiv PLC (APTV) is a global industrial technology company that provides advanced hardware and software solutions for the automotive and related industries across multiple regions. The company focuses on vehicle safety, connectivity, and electrical systems through its three core business segments. The Schaffhausen, Switzerland-based company is expected to announce its Q3 2026 results before the market opens on Tuesday, Nov. 3. Ahead of this event, analysts expect Aptiv to report an adjusted EPS of $1.33, down 38.7% from $2.17 in the year-ago quarter. However, it has exceeded Wall Street's earnings estimates in the last four quarters. - Why It's Time to Load Up on Marvell Stock - Dear Accenture Stock Fans, Mark Your Calendars for Oct. 14 - Dear Nvidia Stock Fans, Mark Your Calendars for October 13 - Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts project the auto parts supplier to post an adjusted EPS of $5.68, a 27.4% decrease from $7.82 in fiscal 2025. However, adjusted EPS is projected to grow 15.5% year-over-year to $6.56 in fiscal 2027. Shares of Aptiv have decreased 47.4% over the past 52 weeks, underperforming both the S&P 500 Index's ($SPX) 17% gain and the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 4.9% decline over the period. Despite beating Q2 2026 earnings estimates with adjusted EPS of $1.63 against analysts' expectations and revenue of $3.3 billion (up 2%), Aptiv shares tumbled 16.6% on Aug. 4. The company forecast weaker-than-expected Q3 EPS of $1.25 - $1.35 and revenue of $3.12 billion - $3.22 billion, also its 2026 outlook of $5.60 - $5.80 in EPS and $12.6 billion - $12.8 billion in revenue, both fell short of analyst estimates. Management cited a dynamic automotive macroeconomic environment and unfavorable customer mix as incremental headwinds, raising concerns about near-term growth and profitability despite adjusted EBITDA increasing to $613 million and margins expanding to 18.7%. Analysts' consensus view on APTV stock is cautiously optimistic, with an overall "Moderate Buy" rating. Among 21 analysts covering the stock, 15 recommend "Strong Buy," one suggests "Moderate Buy," four indicate "Hold," and one has a "Strong Sell." This configuration is less bullish than three months ago, with 18 analysts suggesting a "Strong Buy." The average analyst price target for Aptiv is $66.59, indicating a potential upside of 54.3% from the current levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

- Aptiv PLC recently announced it will release its third quarter 2026 results on November 3, 2026, with management hosting an investor call and webcast the same day. - The upcoming update is drawing attention because analysts currently expect very large year-over-year declines in both earnings per share and revenue, alongside a cautious research rating. - With analysts anticipating weaker near-term results, we'll now examine how this affects Aptiv's investment narrative built around software, ADAS and non-auto growth. Invest in the nuclear renaissance through our list of 16 elite nuclear energy infrastructure plays powering the global AI revolution. To own Aptiv, you have to believe its software, ADAS and non auto businesses can gradually matter more than cyclical auto volumes. The sharp cuts analysts expect for Q3 2026 EPS and revenue heighten focus on the next earnings call as a key near term catalyst, while also reinforcing the main risk that weaker auto demand and program timing could keep earnings and margins under pressure. For now, this news primarily raises the stakes rather than changes the narrative. The most relevant recent announcement is Aptiv's Q2 2026 report, which showed modest sales growth but lower net income year over year. That backdrop makes the expected 30% plus EPS and revenue decline in Q3 stand out even more, as it could mark a shift from earlier resilience to a more difficult earnings phase, especially for Advanced Safety and User Experience where program roll offs and slower ramps have already weighed on profitability. Yet beneath Aptiv's ADAS and software promise, investors should also be aware of how prolonged weakness in global auto production could... Read the full narrative on Aptiv (it's free!) Aptiv's narrative projects $14.1 billion revenue and $1.5 billion earnings by 2029. This implies an 11.7% yearly revenue decline but an earnings increase of about $1.0 billion from $470.0 million today. Uncover how Aptiv's forecasts yield a $66.61 fair value, a 51% upside to its current price. Before this news, the most optimistic analysts were counting on earnings reaching about US$1.6 billion by 2029, even as they still flagged the risk that persistent China auto weakness could undercut that outlook, which shows how differently you and other shareholders might view the same stock and why it can be useful to weigh several competing narratives side by side. Explore 4 other fair value estimates on Aptiv - why the stock might be worth over 3x more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Aptiv research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. - Our free Aptiv research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aptiv's overall financial health at a glance. Opportunities like this don't last. These are today's most promising picks. Check them out now: - The future of work is here. Discover the 88 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. - Find 27 companies with promising cash flow potential yet trading below their fair value. - Capitalize on the AI infrastructure supercycle with our selection of the 91 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include APTV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

BlackBerry Limited BB is set to report second-quarter fiscal 2027 results on Sept. 24.The Zacks Consensus Estimate for the bottom line currently stands at 4 cents and has remained unchanged over the past 60 days. The company expects non-GAAP EPS to be in the range of 3-4 cents.The company expects fiscal second-quarter revenues to be in the $137-$148 million range. The Zacks Consensus Estimate for revenues currently stands at $143 million. BlackBerry’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, with the average beat being 94.6%. Image Source: Zacks Investment Research Our proven model does not conclusively predict an earnings beat for BlackBerry this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.BB has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. BlackBerry enters this earnings season from a position of improving operational strength along with growing momentum across its QNX and Secure Communications divisions. The company expects fiscal second-quarter revenues of $70-$75 million for QNX. Adjusted EBITDA is projected between $16 million and $21 million.QNX is likely to have benefited from continued adoption across software-defined vehicles, centralized compute, digital cockpits and advanced driver assistance systems. Beyond automotive, General Embedded Markets is a fast-growing opportunity, expanding QNX’s reach into robotics, industrial automation and medical devices, while Physical AI represents another significant growth avenue. In August, QNX announced support for the Hailo-8 AI Accelerator on QNX SDP 8.0. This will expand the hardware options available to customers building AI-powered edge systems. Before that, QNX OS for Safety (built on QNX SDP 8.0) was selected by Momenta, a Physical AI company, and XHEART as the operating-system foundation for their Physical AI-defined autonomous driving platform. In the last reported quarter, QNX revenues surged 26% year over year to $72 million, driven by broad-based strength, particularly in development licenses, professional services and royalties. Development-license revenues reached their highest level in eight quarters. This metric serves as an early indicator of future royalty streams, reflecting customer investments in new software platforms that will take years to reach production. Management emphasized that these tools are tied to new platforms, including its SDP 8 architecture, which positions the company for multi-year revenue visibility. BlackBerry Limited price-consensus-eps-surprise-chart | BlackBerry Limited Quote Alloy Kore will also remain a key investor focus. The platform is expected to significantly increase software content per vehicle, boost average selling price by multiples and drive backlog. While still early, management remains positive about securing a design win within the current fiscal year.Nonetheless, QNX’s automotive exposure remains a factor to watch. The QNX platform remains exposed to vehicle production cycles and OEM spending, which, in turn, are dependent on macro conditions. Newer opportunities such as Physical AI and Alloy Kore remain at relatively early stages, with design wins and backlog likely to precede a more meaningful build-up in royalty revenues.Secure Communications business continues to stabilize. Its revenues increased 24% year over year to $74 million in the last reported quarter. The segment has been witnessing improved performance anchored by government demand, recurring revenues and customer retention. Rising demand for digital sovereignty and cybersecurity modernization by governments across the globe has been creating a powerful tailwind.BlackBerry expects fiscal second-quarter Secure Communications revenues of $57-$63 million. Adjusted EBITDA is anticipated between $5 million and $10 million.Management specifically cautioned that large government transactions have long sales cycles and do not occur every quarter, making the exceptional fiscal first-quarter growth and profitability unlikely to repeat in a straight line. The fiscal first-quarter performance benefited materially from the expansion and multi-year extension of BlackBerry's agreement with Shared Services Canada. BlackBerry Limited revenue-quarterly | BlackBerry Limited Quote Underlying metrics such as annual recurring revenues (“ARR”) and customer retention indicate a steady base. ARR grew more than 5% to $220 million, with a healthy dollar-based net retention rate, or DBNRR, at 92%. Licensing should be another positive contributor. BlackBerry raised its fiscal second-quarter Licensing revenue expectation to approximately $10 million, well above the $6.6 million reported a year ago. The quality of BlackBerry's revenue mix will be critical to fiscal second-quarter profitability. QNX's adjusted gross margin reached 86% in the fiscal first quarter. Management noted that QNX royalties carry high incremental margins, and expects increasing royalty contribution over time to support margin expansion, operating leverage and cash generation. For the fiscal second quarter, BlackBerry expects adjusted EBITDA of $20-$30 million and operating cash flow between breakeven and $10 million. BB’s shares are up 157% in the past six months, significantly outpacing the Internet Software industry’s 19% growth. The broader Zacks Computer & Technology sector and the S&P 500 composite have gained 26.2% and 16%, respectively. Image Source: Zacks Investment Research The company has also outperformed some of its peers as well. BlackBerry faces increasing competitive pressures in both QNX and cybersecurity businesses. Within QNX, it faces Aptiv PLC’s APTV Wind River (VxWorks) and Alphabet’s Android Automotive OS. BlackBerry operates alongside CrowdStrike CRWD, Palo Alto Networks PANW and a host of other companies in the broader cybersecurity market. CRWD and PANW have gained 141.4% and 126.7%, respectively, while APTV has declined 38.6% over the same period. BB is trading at a forward 12-month price-to-earnings multiple of 42.23, higher than the industry’s multiple of 29.2. Image Source: Zacks Investment Research APTV, PANW and CrowdStrike are trading at forward 12-month price/earnings multiple of 6.89X, 86.75X and 167.85X, respectively. BlackBerry’s improving fundamentals and QNX momentum provide a solid backdrop heading into the fiscal second-quarter report. However, the stock’s sharp run-up and premium valuation leave limited room for execution missteps. Existing investors may prefer to stay invested, while new investors are better off waiting for clearer evidence that earnings growth can keep pace with the recent share-price gains. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackBerry Limited (BB) : Free Stock Analysis Report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report Aptiv PLC (APTV) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Cramer's 'buy, buy, buy' call on Mad Money sent BB surging 5% to $8.40, days before its September 24 earnings report. Automotive peers Aptiv and Mobileye barely moved Monday, confirming BB's gain is single-stock rather than sector-driven. Stifel targets BB at $12 with a Buy while Baird holds at $5 neutral, a gap Thursday's earnings are unlikely to fully close. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Aptiv didn't make the cut. Enter your email to see the names that beat APTV. The report is free. Enter your email and see if any of your stocks made the cut. Ahead of a scheduled quarterly report, BlackBerry stock is running on a fresh television endorsement that pointed traders back to the software story. BlackBerry Limited (NYSE:BB) shares are up 5% to $8.40 in Monday afternoon trading, a move driven by the single name rather than a sector bid. Mobileye (NASDAQ:MBLY) shares are edging up 0.4% to $8.06 while Aptiv (NYSE:APTV) shares are inching higher at $44.10, up 1% on the session. Intel (NASDAQ:INTC) retains majority ownership of Mobileye, which complicates any read-across from that name. The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) is up 2% to $106.56, and the broader market is up 1% to $772.75 as tracked by the SPDR S&P 500 ETF Trust (NYSE ARCA:SPY). BlackBerry stock sits ahead of both, which places today's action inside the single ticker. Free Report, Just Released Why Didn't APTV Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And APTV didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → On the September 17 episode of CNBC's Mad Money, Jim Cramer told a caller asking about BlackBerry's pullback: "Buy, buy, buy. We've had the company on. I am surprised that it came back down, but there's been a lot of selling in some very good stocks." Cramer has backed BlackBerry for months, calling it a buy in June and hosting its chief executive in late July for a segment on automotive and robotics software. The lightning-round nod moves small-cap names on the following session, which is what BlackBerry stock is showing today. BlackBerry runs two software businesses: QNX, an embedded operating system inside vehicles, robots, medical devices, and industrial machines, and Secure Communications, which sells encrypted messaging and critical event management tools to government customers. Both units feed the software story that Cramer's call points back to. BlackBerry is scheduled to report its next quarterly results on September 24, before the market opens. Anyone acting on the Cramer call is buying BlackBerry stock ahead of the event that settles it rather than after it. Mobileye and Aptiv sit in the same automotive software group as BlackBerry's QNX unit, and both are flat. Nothing sector-wide is lifting these names, so BlackBerry's session belongs to the single ticker rather than a group rotation. Mobileye's session is not a clean test of BlackBerry's story because Intel's majority stake means Mobileye can move on parent-company news unrelated to automotive software. Aptiv is the more useful comparison, and Aptiv shares are barely moving despite trading on the same vehicle-electronics themes. The software fund is climbing and SPY is climbing, with BlackBerry stock ahead of both. Sell-side coverage on BlackBerry is divided. Stifel analyst Suthan Sukumar initiated coverage in June with a Buy rating and a $12 price target, describing the company as a mission-critical software layer in the physical artificial intelligence stack. Baird analyst Luke Junk maintains a Neutral rating with a $5 price target, and the balance of published ratings sits closer to Hold than to Buy. The bull case is that QNX has grown from a car operating system into an embedded layer chip designers build around. BlackBerry shares trade at $8.40, Stifel's target sits at $12, and Baird's target sits at $5. Those two calls define the outer edges of a debate that Thursday's quarterly report is unlikely to settle in full. Thursday's report is the near-term catalyst that either confirms the QNX story or resets the name. Investors can watch for whether BlackBerry's guidance keeps pace with Cramer's enthusiasm. Traders may want to keep an eye on whether IGV's tone holds through the reaction. For investors weighing BlackBerry stock into the event, their position sizing should reflect that a single quarter can reset the story in either direction. A modest starter stake keeps their exposure intact if the report confirms the QNX momentum, while leaving room to add if the reaction hands them a better entry. Traders already holding BlackBerry stock have less need to press ahead of Thursday, since the report will price the news before any follow-through trade develops. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And APTV wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, September 18, 2026, the Index will be rebalanced, and the following changes will be effective. For additional information, please visit www.lseg.com. Unlock Your Growth Potential with AlgerFounded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help "Unlock Your Growth Potential" through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger's investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for more than 60 years. For more information, please visit www.alger.com. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Alger pays compensation to third party marketers to sell various strategies to prospective investors. London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" "Russell®", "FTSE Russell®" are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. View original content to download multimedia:https://www.prnewswire.com/news-releases/alger-russell-innovation-index-updates-for-third-quarter-2026-302877884.html

Aptiv stock trades near US$47.95 after a steep multi year decline, and the valuation checks now offer a mixed picture rather than a clear bargain or clear overpricing. Long term returns have been weak, while several of the traditional market multiples suggest the shares may be pricing in cautious expectations already. Aptiv shareholders have seen the stock fall about 61.3% over 5 years, which means anyone looking at the shares today is doing so after a prolonged reset in market expectations. Expectations for Aptiv's ability to convert its automotive technology portfolio into dependable cash flow can support the current valuation. At the same time, execution risk around margins and program timing may still weigh on what investors are willing to pay. Across the broader checks, Aptiv screens as a mixed picture rather than a clear bargain or clear overvaluation, with its value score of 4 suggesting some indicators lean cheap while others are more cautious. The issue now is whether the current price for Aptiv fairly reflects those more cautious expectations, or if the reset in the share price has gone too far. Spot fresh ideas by comparing Aptiv's prolonged share price reset with other stocks screened as potential value opportunities in the 47 high quality undervalued stocks. The P/E ratio is often a straightforward way to compare what you pay today for Aptiv with the earnings it is already producing. Aptiv currently trades on a P/E of about 21.2x, which is above the Auto Components industry average of 18.1x and above the peer average of roughly 18.5x. On simple comparisons, the stock does not look cheap relative to its direct sector benchmarks. However, a more tailored fair P/E of 26.7x, which blends factors such as Aptiv's business profile, margins and risk, sits higher than the current multiple. That gap suggests the market is assigning a discount to Aptiv compared with what this framework would imply, even after the long share price reset. If you focus on earnings alone, the shares appear to be pricing in more caution than the fair P/E benchmark would indicate. On the P/E multiple, Aptiv stock screens as undervalued compared with the fair ratio implied by its fundamentals. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives take the valuation puzzle around Aptiv a step further by spelling out the specific growth, margin and earnings paths that would need to hold for the stock to be worth materially more or materially less than today's price. These narratives sit on the Community page. Rather than relying on a single multiple or model output, each narrative lays out the drivers behind its view of fair value so you can track how those assumptions line up with Aptiv's actual results over time. One of the top community narratives on Aptiv: 13% undervalued Read one of the top narratives on Aptiv Do you think there's more to the story for Aptiv? Head over to our Community to see what others are saying! Aptiv looks modestly undervalued on its tailored P/E work, although the broader valuation checks still point to a mixed overall picture rather than a clear opportunity. The gap between the fair multiple and the current one reflects how much weight the market is putting on execution risk around margins and program timing. For investors, the key question is whether Aptiv can deliver steadier earnings and cash generation from its automotive technology portfolio, which could justify a higher multiple, or whether those operational risks keep the stock anchored around current valuation levels. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include APTV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

A month has gone by since the last earnings report for Symbotic Inc. (SYM). Shares have added about 5.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is SYMBOTIC INC due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Symbotic Inc. before we dive into how investors and analysts have reacted as of late. Symbotic reported mixed third-quarter fiscal 2026 results. Earnings missed the Zacks Consensus Estimate, while revenues surpassed the same.Quarterly earnings were 9 cents per share, missing the Zacks Consensus Estimate of 12 cents by 25%. In the year-ago quarter, the company had reported a loss of 5 cents per share. Meanwhile, total revenues of $720.8 million beat the consensus mark of $715 million by 0.9% and increased 21.7% year over year.Systems revenues, accounting for 93.1% of total revenues, increased 20% year over year to $671 million. The company started 11 new system deployments in the fiscal third quarter, bringing the total number of systems under deployment to 77 at quarter-end.Software maintenance and support revenues increased 57% year over year to $12.8 million, aided by growth in operational systems under support contracts. Operations services revenues totaled $37.1 million, up 49% year over year, primarily due to an increase in operational systems receiving these services. Adjusted EBITDA was $95.2 million, more than doubling from $45.4 million in the year-ago quarter. The adjusted EBITDA margin expanded about 550 basis points year over year to 13.2%.Adjusted gross profit was $179.9 million, up 41.4% year over year. The adjusted gross profit margin improved 350 basis points year over year to 25% on strong project execution, cost discipline, scale benefits and a favorable revenue mix.SYM reported a backlog of approximately $22.5 billion. The sequential decline primarily reflected revenues recognized during the third quarter, partly offset by pricing adjustments on newly started projects and the addition of a second Southern Glazer’s site.Symbotic exited the third quarter with cash and cash equivalents of $1.75 billion compared with $2 billion at the end of the preceding quarter. The company used $147.3 million of cash in operating activities during the third quarter and reported negative free cash flow of $164.6 million, mainly reflecting the timing of customer receipts and cash usage related to project activity. For the fourth quarter of fiscal 2026, the company expects revenues in the range of $760-$780 million. Adjusted EBITDA is expected to be between $100 million and $105 million. Since the earnings release, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted -11.86% due to these changes. At this time, SYMBOTIC INC has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. However, the stock has a score of F on the value side, putting it in the lowest quintile for value investors. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, SYMBOTIC INC has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. SYMBOTIC INC belongs to the Zacks Technology Services industry. Another stock from the same industry, Aptiv PLC (APTV), has gained 0.5% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. APTIV PLC reported revenues of $3.27 billion in the last reported quarter, representing a year-over-year change of -37.1%. EPS of $1.63 for the same period compares with $2.12 a year ago. APTIV PLC is expected to post earnings of $1.33 per share for the current quarter, representing a year-over-year change of -38.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.3%. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #4 (Sell) for APTIV PLC. Also, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Symbotic Inc. (SYM) : Free Stock Analysis Report Aptiv PLC (APTV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

It has been about a month since the last earnings report for Aptiv PLC (APTV). Shares have lost about 4.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is APTIV PLC due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Aptiv PLC before we dive into how investors and analysts have reacted as of late. Aptiv PLC reported mixed second-quarter 2026 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same. APTV’s adjusted earnings of $1.63 per share topped the Zacks Consensus Estimate of $1.42 by 14.8% and increased 24.4% from the year-ago quarter, aided by stronger operating profitability, lower interest expense and a reduced share count. Revenues of $3.27 billion missed the consensus mark of $3.32 billion by 1.4% but rose 2.3% year over year. Adjusted revenue growth was 2%, while non-automotive revenues increased 12%. The company reported results excluding its Electrical Distribution (EDS) segment, which completed its spin-off into a new publicly traded company, Versigent, on April 1, 2026. North American adjusted revenues advanced 10% despite flat regional vehicle production. Asia-Pacific revenues grew 6%, including a 5% increase in China, even as Chinese vehicle production declined 3%. Europe remained a headwind, with adjusted revenues falling 8% against a 1% production decline. Revenues in South America, Aptiv’s smallest region, decreased 4%. The regional results reflected strength in North America and Asia-Pacific, partly offset by weak European demand. Engineered Components revenues increased 4.8% year over year to $1.80 billion. Adjusted revenue growth was 3%, with automotive revenues flat and non-automotive revenues up 11%. North American demand was the primary growth driver. The segment’s adjusted EBITDA rose 17.5% to $403 million. Its adjusted EBITDA margin expanded to 22.4% from 21.4%, benefiting from higher volumes, operating execution and favorable timing of customer recoveries, despite stranded costs following the Electrical Distribution Systems spin-off. Intelligent Systems revenues were $1.50 billion, compared with $1.51 billion in the prior-year quarter. Adjusted revenues were flat as a 12% increase in non-automotive business and 10% growth in Software and Services were offset by a 3% decline in automotive revenues. Adjusted EBITDA decreased 8.3% to $210 million, while the segment margin contracted to 14% from 15.2%. Increased engineering investments and stranded costs more than offset performance initiatives during the quarter. Adjusted EBITDA increased 12.1% to $613 million. The adjusted EBITDA margin expanded 160 basis points to 18.7% on a continuing operations basis, supported by higher volumes and favorable foreign-currency effects, partly offset by increased commodity costs. Adjusted operating income rose 15.4% to $473 million, and the corresponding margin improved to 14.4% from 12.8%. GAAP operating income increased to $367 million from $325 million. Interest expense declined to $62 million from $92 million, while tax expense increased to $52 million from $16 million. Aptiv secured about $5 billion in new commercial awards, comprising $2.4 billion in Intelligent Systems and $2.5 billion in Engineered Components. The company won its first commercial Gen 8 Radar award and expanded into robotics through a perception-systems award. Non-automotive progress included robotics, drones, energy storage and commercial vehicles. Aptiv also reported a commercial drone win in July and continued collaborating with NVIDIA on production-ready edge Artificial Intelligence platforms. Software and Services growth further supported the company’s diversification beyond automotive markets. Cash provided by continuing operations totaled $137 million, down from $326 million a year ago. Free cash flow was $12 million compared with $219 million, reflecting capital expenditures and costs associated with separating the EDS business. Aptiv ended June with $761 million in cash and cash equivalents and $5.33 billion in long-term debt. The company repurchased 4.1 million shares for $250 million during the quarter, bringing first-half repurchases to $325 million. About $1.8 billion remained under its authorization. For the third quarter, Aptiv expects revenues to be in the range of $3.12-$3.22 billion. APTV’s adjusted earnings are projected to be between $1.25 and $1.35 per share. Its adjusted EBITDA is projected between $545 million and $575 million, with a margin of 17.7%. For 2026, revenues are forecast at $12.6-$12.8 billion, below the prior range of $12.8-$13.2 billion. Adjusted earnings are expected between $5.60 and $5.80 per share compared with the previous outlook of $5.70-$6.10. Customer-mix pressures, particularly in China, production changes, launch delays and software timing prompted the revised forecast. It turns out, fresh estimates have trended downward during the past month. The consensus estimate has shifted -16.2% due to these changes. Currently, APTIV PLC has a subpar Growth Score of D, however its Momentum Score is doing a lot better with a B. Charting a somewhat similar path, the stock has a grade of A on the value side, putting it in the top quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise APTIV PLC has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months. APTIV PLC is part of the Zacks Technology Services industry. Over the past month, SLB (SLB), a stock from the same industry, has gained 16.5%. The company reported its results for the quarter ended June 2026 more than a month ago. SLB reported revenues of $8.97 billion in the last reported quarter, representing a year-over-year change of +5%. EPS of $0.55 for the same period compares with $0.74 a year ago. For the current quarter, SLB is expected to post earnings of $0.62 per share, indicating a change of -10.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.3% over the last 30 days. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for SLB. Also, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aptiv PLC (APTV) : Free Stock Analysis Report SLB Limited (SLB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

BlackBerry Limited BB reported a strong start to fiscal 2027, with higher revenue and profitability across QNX and Secure Communications supporting improved earnings. First-quarter revenue reached approximately $153 million, up 26% year over year and above the high end of guidance. Adjusted gross margin expanded 4 percentage points year over year to 79%, while adjusted EBITDA more than doubled to approximately $36 million, representing 24% of revenue. Adjusted net income was roughly $25 million, and adjusted EPS reached 4 cents, at the high end of the company’s guidance. BlackBerry also reported positive GAAP net income for the fifth consecutive quarter. QNX contributed significantly to the margin improvement. Revenue increased 26% year over year to approximately $72 million, while adjusted gross margin expanded about 5 percentage points to 86%. Adjusted EBITDA grew 52% to around $19 million, or 27% of revenue. Management noted that higher-margin QNX royalties are becoming a larger part of the revenue mix, allowing more revenue to translate into margin expansion, profitability and cash generation. As the business shifts further toward royalties, which carry close to 100% margin, management expects potential for additional margin expansion. Secure Communications also recorded a 2-percentage-point year-over-year increase in adjusted gross margin, supported partly by a favorable mix of higher-margin software revenue. Revenue rose 24% to approximately $74 million, while adjusted EBITDA reached around $20 million, representing a 27% margin. Management expects greater margin variability in Secure Communications because large government deals can drive significant quarterly revenue and profitability. Following the strong quarter, BlackBerry raised its fiscal 2027 outlook. QNX revenue guidance increased to $295 million-$312 million, with adjusted EBITDA projected at $74 million-$86 million. Licensing revenue guidance was raised to approximately $29 million, with adjusted EBITDA of $25 million. Revenue guidance increased to $594 million-$621 million, while adjusted EBITDA guidance rose to $119 million-$139 million. On the last earnings call, management highlighted 90% flow-through of incremental revenue into adjusted EBITDA as evidence of strong operating leverage. For the second quarter, revenue is expected at $137 million-$148 million, adjusted EBITDA at $20 million-$30 million and adjusted EPS at 3-4 cents. CrowdStrike CRWD benefits from a high-margin subscription-driven business model, with subscription revenues accounting for 95% of fiscal 2026 revenues. The recurring nature of these revenues supports margin stability and provides greater visibility as customers renew and adopt additional Falcon modules. Strong operating cash flow and free cash flow generation also underscore improving financial efficiency. However, margins remain exposed to elevated operating expenses, particularly investments in sales and marketing and R&D. These expenses increased 20% and 29%, respectively, in fiscal 2026. Continued investment and competitive pricing pressure could constrain margin expansion despite the favorable subscription mix and growing scale. Aptiv PLC APTV continues to face near-term margin pressure despite solid profitability in Engineered Components. Second-quarter 2026 adjusted EBITDA margin expanded 160 basis points to 18.7%, supported by operating execution, volumes and favorable currency effects. However, Intelligent Systems margin contracted to 14% from 15.2% as higher engineering investments, customer mix and stranded EDS costs weighed on profitability. Ongoing restructuring, separation expenses, commodity inflation and OEM price reductions of 1-3% annually could further limit margin expansion. Although productivity initiatives and non-automotive growth provide support, launch delays, weaker European demand and elevated R&D spending suggest that sustaining recent margin gains may remain challenging. Shares of BlackBerry have soared 40.6% in the past three months compared with the Internet-Software industry’s 14.6% growth. Image Source: Zacks Investment Research Regarding the price/book ratio, BB is trading at 6.82, higher than the industry’s multiple of 4.56. Image Source: Zacks Investment Research The Zacks Consensus Estimate for BB earnings for fiscal 2027 has been revised downward over the past 60 days. Image Source: Zacks Investment Research BlackBerry currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackBerry Limited (BB) : Free Stock Analysis Report Aptiv PLC (APTV) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Aptiv PLC recently reported its second-quarter 2026 results, showing sales of US$3,274 million versus US$3,199 million a year earlier, while net income declined to US$248 million from US$393 million and the company continued a large share repurchase program totalling about 52.51 million shares for roughly US$3.26 billion since August 2024. Soon after these results and moderated third-quarter guidance, Aptiv was added to the Zacks Rank #5 (Strong Sell) list following a 10% downward revision to current-year earnings estimates over 60 days, highlighting growing concern about its earnings trajectory despite ongoing revenue growth and capital returns. Next, we’ll examine how softer Q2 profitability and more cautious Q3 earnings guidance may influence Aptiv’s existing investment narrative. The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Aptiv, you need to believe that demand for electrified, software-centric vehicles and higher content per car will outweigh current earnings pressure and execution risks. The softer Q2 profitability and more cautious Q3 earnings guidance sharpen focus on near term margin resilience, but they do not fundamentally change the core thesis around vehicle electrification and ADAS. In the short term, the biggest risk remains any prolonged squeeze on margins if costs stay high while pricing power is limited. The most relevant recent development here is the Q3 2026 guidance, which points to net sales of US$3,120 million to US$3,220 million and GAAP net income of US$180 million to US$200 million. Set against the large, ongoing buyback program and the Zacks Rank #5 (Strong Sell) designation after a 10% cut to current year earnings estimates, this more cautious outlook places extra weight on how quickly Aptiv can stabilise profitability while still funding its growth programs. But while the long term electrification story is appealing, investors should be aware that margin pressure and lowered earnings estimates could still... Read the full narrative on Aptiv (it's free!) Aptiv's narrative projects $14.6 billion revenue and $1.6 billion earnings by 2029. Uncover how Aptiv's forecasts yield a $78.21 fair value, a 56% upside to its current price. Some of the most pessimistic analysts already expected revenue to shrink about 13.8% a year and earnings to reach roughly US$1.5 billion by 2029, so after Aptiv’s weaker Q2 margins and softer Q3 guide, you may find their focus on rising input costs and customer concentration risk feels closer to the mark than the consensus, or you may decide those concerns are still too harsh. Explore 3 other fair value estimates on Aptiv - why the stock might be worth over 2x more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Aptiv research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Our free Aptiv research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aptiv's overall financial health at a glance. Early movers are already taking notice. See the stocks they're targeting before they've flown the coop: We've uncovered the 10 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Invest in the nuclear renaissance through our list of 93 elite nuclear energy infrastructure plays powering the global AI revolution. Find 53 companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include APTV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]