Brokerages Set Amphenol Corporation (NYSE:APH) Price Target at $147.62

Shares of Amphenol Corporation (NYSE:APH) have earned a consensus rating of “Moderate Buy” from the thirteen brokerages that are presently covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold recommendation and eleven have given a buy recommendation to the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is $149.5385.

Several brokerages have weighed in on APH. UBS Group reiterated a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and increased their price objective for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th.

Amphenol Price Performance

Amphenol stock opened at $145.95 on Friday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The stock has a market cap of $178.65 billion, a price-to-earnings ratio of 48.65, a price-to-earnings-growth ratio of 1.00 and a beta of 1.21. The firm has a 50-day moving average of $140.79 and a two-hundred day moving average of $126.84. Amphenol has a 1 year low of $56.45 and a 1 year high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The company’s revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, research analysts forecast that Amphenol will post 2.36 earnings per share for the current year.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat: Amphenol delivered $0.97 EPS (beat) and $6.44B revenue (beat), with revenue up ~49% year-over-year — shows strong IT/datacom and acquisition-driven growth. Amphenol (APH) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Encouraging guidance: management set Q1 EPS and revenue guidance above consensus, signaling continued demand visibility into early 2026. A Look Ahead: Amphenol’s Earnings Forecast
• Neutral Sentiment: Technical/short-term flows: intraday power-inflow/technical signals briefly pushed the stock up ~7% earlier, reflecting volatile trading around the print. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Analyst support: some firms (and upgrades) have lifted price targets after the strong results, contributing to longer-term bullish views even as near-term volatility rises. Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
• Negative Sentiment: Post-earnings sell-off: despite the beat and guidance, the stock plunged on the print — investors cited a mix of profit-taking and concern that strong numbers had already been priced in. Amphenol crashes despite strong Q4 results, guidance
• Negative Sentiment: Organic-growth fears: commentary highlighted potential slowing in data-center/datacom organic growth once large acquisition tailwinds normalize, a key driver of today’s negative reaction. Amphenol dives on organic growth fears; fellow data center supplier Celestica on tap
• Negative Sentiment: Long-term concern view: some analysts/commentators see the post-Q4 drop as a buying opportunity but warn about valuation (high P/E) and sustainability of AI/data-center-driven growth. Amphenol’s Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns

Insider Buying and Selling at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. This trade represents a 50.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 498,076 shares of company stock valued at $70,996,906. 1.67% of the stock is currently owned by corporate insiders.

Institutional Trading of Amphenol

Institutional investors have recently modified their holdings of the company. State Street Corp increased its position in shares of Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Geode Capital Management LLC grew its stake in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after buying an additional 2,217,079 shares during the last quarter. Norges Bank acquired a new position in Amphenol during the 2nd quarter valued at about $2,104,244,000. Capital International Investors boosted its holdings in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after acquiring an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors grew its stake in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after acquiring an additional 8,021,284 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

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.