Sep. 3 at 7:06 AM
$APTV
Stop judging a business by every 50-cent move.
At today’s valuation, Aptiv offers ~
$12.7B revenue,
$2.3B+ adjusted EBITDA, aggressive buybacks, debt reduction, insider buying and a real transition from traditional auto parts toward software, robotics, intelligent systems and edge AI — including an expanding NVIDIA collaboration.
Execution risk is real. Growth must improve. Management has a major transition to prove.
But every investment carries risk.
The only question that matters is whether the price pays you enough to take it.
At
$45, I believe it does.
