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12:00
Aug 04 ◎
Aug 04 ◎
VLVLY
ROBT
F
BYDDY
NVDA
▾
HIGH
Aptiv won a Gen 8 radar award from Volvo, indicating a deepening relationship and potential for content growth on Volvo's next-generation architecture.
"Within intelligence systems, these included Gen 8 Radar Award by Volvo Cars for its next-gen software-defined vehicle platform."
VLVLY WATCH
Aptiv won a design for its perception and compute stack for Robust AI's next-gen cobot, validating its non-auto diversification strategy and entering a high-margin robotics market.
"Robust AI selection of our intelligent perception solutions and compute, including AI and ML-based sensor fusion powered by our innovative pulse sensor for its Gen 3 Carter Cobot."
ROBT WATCH
Aptiv was recognized as Ford's supplier of the year for supply chain, reflecting strong execution and a key component of its supply chain resiliency strategy.
"we were recently recognized as supplier of the year by Ford in the supply chain category."
F WATCH
Aptiv expects a BYD export program to be delayed, mirroring broader weakness in the China domestic market that is impacting its near-term production schedules.
"There's one program from BYD that we're confident will be launched, just was shifted, and that's an export vehicle program."
BYDDY WATCH
Aptiv is leveraging its Wind River software via an NVIDIA partnership to reach edge AI customers, expanding its non-auto software TAM.
"we extended our partnership to provide Aptis production-grade software to edge AI customers using NVIDIA Compute."
NVDA WATCH
Management is lowering full-year guidance due to a deteriorating domestic China market, program launch delays, and weak European exports to China, explicitly stating they are adding more conservatism to their assumptions.
"we were not conservative enough in certain assumptions, particularly around launches and ramps. We have incorporated an additional element of conservatism in the second half of this year."
APTV WATCH
Aptiv has won its first commercial drone award with over $500 million lifetime revenues over 5 years, signaling significant near-term growth in the drone market. — New high-margin, non-auto business is materializing more quickly than expected, with a substantial drone award that will contribute to the $300M revenue target.
"In drones, in July we secured our first commercial award from a leading drone manufacturer with total lifetime revenues of over $500 million over a five year program."
AVAV WATCH
KTOS WATCH
Aptiv is seeing strong non-auto momentum in energy storage and data centers, and expects rapid growth as the market transitions to 800-volt architectures. — Aptiv is leveraging automotive 800V technology into data centers and grid storage, potentially disrupting existing power infrastructure suppliers with a faster time-to-market.
"And collaborating on an optimized power solutions for 800 volt DC architectures with a leading developer of power electronics for next-generation infrastructures, including data centers, a market where we experience strong commercial"
ETN WATCH
VRT WATCH
HIGH
12:00
May 05 ◎
May 05 ◎
GM
APTV
FCX
SCCO
RTX
▾
HIGH
Aptiv's new Active segment faces a material revenue headwind in Q1 due to supply chain disruptions at a large North American customer following a fire at their aluminum supplier; this impact is expected to partially recover in the second half. — Indicates a temporary supply chain bottleneck for a major North American OEM, but one that is being managed and resolved over the course of the year.
"GM did award a very small portion of the wire harness content on the T1 program to another supplier. This portion represents a simpler portion of the harness."
GM WATCH
Guidance is maintained despite a dynamic macro environment with rising commodity costs and geopolitical uncertainty, but management expresses confidence in offsetting headwinds through performance initiatives and recoveries.
"We are maintaining our full-year 2026 financial guidance, which is presented on a pro forma basis to exclude our EDS segment in the first quarter."
APTV WATCH
Aptiv is experiencing a meaningful increase in input costs (copper, gold, silver, resins) due to the Middle East conflict, but a significant portion is expected to be offset by performance initiatives and customer pass-throughs, with some lag. — Suggests sustained pricing pressure for inputs like copper and oil-based resins, but also indicates that companies with contractual pass-throughs or hedging can mitigate the impact.
"The macroeconomic environment remains very dynamic. At present, and as reflected in our first quarter results and full year guide, we're experiencing a meaningful increase in input costs, broadly related to the ongoing conflict in the"
FCX WATCH
SCCO WATCH
Aptiv's new business awards are strong ($4.6B in Q1, +15% vs 2025 quarterly average), particularly in non-automotive markets (~$900M), driven by diversification into aerospace, defense, and data centers. — Indicates a robust competitive position in diversified end markets, with management expressing high confidence in achieving full-year bookings of $20 billion+.
"We secured $7 billion of new business awards while also delivering solid financial results, including revenue of over $5 billion"
RTX WATCH
LMT WATCH
HIGH
13:00
Feb 02 ◎
Feb 02 ◎
MU
APTV
ROK
F
GM
▾
HIGH
Aptiv has built 12 weeks of semiconductor inventory, insulating its supply chain against the 2026 DRAM shortage, and has locked in pricing at low-double-digit increases, far below spot market 100-120% increases. — Aptiv's forward-buying signals tighter DRAM supply but also the ability to pass through higher costs, potentially squeezing OEM margins.
"As we mentioned at the beginning of last year, we have worked diligently to strengthen the resiliency of our supply chain and invested to build semiconductor inventory coverage to approximately 12 weeks."
MU WATCH
Management is upbeat about 2026, forecasting growth and margin expansion for both new Aptiv and Versagen despite FX, commodity, and auto production headwinds.
"We're confident that Versagen is well-positioned to deliver continued value to their customers and create value for their shareholders."
APTV WATCH
Aptiv is embedding Wind River software and its sensing portfolio into robots, creating a $4,000-$5,000 content opportunity per unit, and expects more partnership announcements in Q1 2026. — Aptiv's pivot to robotics and non-auto markets creates new cross-company signals for industrial automation and robotics suppliers.
"We think during the first quarter, we'll have more commercial relationships or partnerships that we'll be announcing that will show the traction that we have in place."
ROK WATCH
Aptiv is selectively receiving cash recoveries from automakers for canceled EV programs, with negotiations underway, particularly in North America. — Cash recoveries from canceled EV programs provide an upside cushion to Aptiv's 2026 margin outlook, signaling ongoing weakness in North American EV demand.
"As it relates to some of the larger decisions, principally in North America, as it relates to EV programs, those are discussions that are underway now at this point in time."
F WATCH
GM WATCH
Aptiv's China bookings are shifting heavily toward local OEMs, with around 80% of 2025 China awards coming from local players, signaling their growing influence in the global supply chain. — Aptiv's China revenue mix is improving but at lower margins, reflecting the pricing pressure exerted by Chinese EV makers.
"And of note, approximately 80% of our China New Business Awards in 2025 were from the local OEMs."
BYDDF WATCH
HIGH
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