Analyst Explains Catalysts for Aptiv (APTV) Stock

Group 1 - Analysts are optimistic about Aptiv PLC (NYSE:APTV) due to its expansion mode and upcoming spin-off of its software business, which is expected to enhance growth potential [1] - The total addressable market for Aptiv's software segment is estimated at $90 billion, with growth projected in the mid-single digits [1] - ClearBridge Large Cap Growth Strategy sold its position in Aptiv, citing weak global auto demand and slower-than-expected market share capture as reasons for their decision [1] Group 2 - The company has executed well on profitability and is currently trading at a cheap valuation, but growth relative to the market remains weak, limiting potential for multiple expansion [1]