Amphenol (NYSE:APH – Get Free Report) had its price target hoisted by analysts at Truist Financial from $200.00 to $215.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the electronics maker’s stock. Truist Financial’s price target would suggest a potential upside of 33.77% from the company’s previous close.
A number of other equities analysts also recently weighed in on the stock. The Goldman Sachs Group lifted their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reiterated a “buy” rating and set a $197.00 price target (up from $185.00) on shares of Amphenol in a report on Thursday. Bank of America boosted their price objective on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, JPMorgan Chase & Co. lifted their target price on Amphenol from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $191.67.
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Amphenol Stock Up 0.6%
Amphenol (NYSE:APH – Get Free Report) last released its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.16. The firm had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The company’s quarterly revenue was up 55.0% on a year-over-year basis. During the same period in the prior year, the company earned $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Sell-side analysts anticipate that Amphenol will post 4.95 EPS for the current fiscal year.
Insider Activity
In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vaquero Private Wealth Ltd. bought a new stake in shares of Amphenol in the second quarter valued at approximately $32,000. Vermillion & White Wealth Management Group LLC boosted its holdings in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares during the period. Tucker Asset Management LLC purchased a new position in Amphenol in the 4th quarter valued at approximately $26,000. Clal Insurance Enterprises Holdings Ltd raised its holdings in Amphenol by 85.0% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 91 shares during the period. Finally, Tompkins Financial Corp raised its holdings in Amphenol by 81.9% during the 2nd quarter. Tompkins Financial Corp now owns 211 shares of the electronics maker’s stock valued at $37,000 after acquiring an additional 95 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.
Amphenol News Summary
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
- Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
- Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
- Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
- Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript
Amphenol Company Profile
Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.
Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.
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