Evercore ISI raised its price target on Aptive PLC. (NYSE: APTV) to $105.00 (from $100.00) while maintaining an Outperform rating on the back of a 4% increase in our numbers based on 3 key takeaways from the quarter/conference call:

1. FY18 guidance raise (+20c)

2. Accretive KUM acquisition (~10c)

3. Potential for another FY18 organic raise (could be another 10-20c raise in 2H)