Aptiv PLC (APTV)

Sep 25, 2026

Aptiv reported 2% revenue growth and a 10 basis point EBITDA margin increase in Q2 2026, driven by double-digit growth in non-automotive sectors. The company lowered its 2026 guidance due to prolonged sales weakness in China, affecting both domestic and European OEMs, but secured $5 billion in new business awards in Q2, with a year-to-date total of $10 billion. Management plans to continue investing in non-automotive markets, particularly robotics and drones, and aims to repurchase over $600 million in shares for the year.

Sep 23, 2026

BlackBerry's QNX business is strengthening its position in software-defined vehicles (SDVs) as Coretura, an SDV platform company, selected its Alloy Kore platform for next-generation commercial vehicles. This agreement marks the first design win for Alloy Kore, which combines a safety-certified real-time operating system with pre-integrated automotive system services to accelerate development cycles for OEMs. The company anticipates this expansion will increase software content per vehicle and bolster average selling prices, projecting QNX revenue of $70-$75 million for fiscal Q2 2027.

Sep 22, 2026

BlackBerry (NYSE: BB) shares surged 7% after Coretura, a joint venture between Daimler Truck and Volvo Group, selected its QNX-based Alloy Kore for its commercial truck software-defined vehicle platform. This marks the first named design win for Alloy Kore, though no contract value or revenue timeline was disclosed. The news propelled BlackBerry's stock, which is up 141% year-to-date, ahead of its quarterly earnings report, while competitors Aptiv and Mobileye saw only modest gains.

Sep 22, 2026

BlackBerry (BB) is scheduled to report its fiscal second-quarter 2027 results on September 24, with the Zacks Consensus Estimate for EPS at 4 cents and revenues at $143 million. The company's QNX and Secure Communications divisions show improving operational strength, particularly with QNX benefiting from broad adoption in automotive and general embedded markets, and Secure Communications stabilizing due to government demand. Despite strong recent share price performance and improving fundamentals, the stock's premium valuation and competitive pressures suggest that new investors might want to await clearer evidence of sustained earnings growth.

Sep 22, 2026

BlackBerry's stock rose 7% after Coretura, a joint venture of Daimler Truck and Volvo Group, selected its QNX-based Alloy Kore for its software-defined vehicle platform in commercial trucks. This significant design win precedes BlackBerry's quarterly earnings report, validating its automotive software strategy. While BlackBerry saw a substantial gain, peers like Aptiv and Mobileye experienced minimal movement, indicating the market views this as a company-specific win rather than a broader sector re-rating.