Amphenol (APH) Stock Overview
Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 5/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
APH Community Fair Values
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Analyst Price Targets
Top Community Narratives
Amphenol
19.1% undervalued intrinsic discount
New
Amphenol Wins Whether The Rack Goes Copper Or Optical — And That Is The Point
View narrativeIS
Published 11 Sep
Amphenol Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$83.92 |
| 52 Week High | US$89.26 |
| 52 Week Low | US$58.67 |
| Beta | 1.24 |
| 1 Month Change | 0.44% |
| 3 Month Change | 5.83% |
| 1 Year Change | 41.42% |
| 3 Year Change | 291.60% |
| 5 Year Change | 343.32% |
| Change since IPO | 116,028.14% |
Recent News & Updates
New Narrative • Sep 11
Amphenol Wins Whether The Rack Goes Copper Or Optical — And That Is The Point
The story behind this stock Amphenol is the position I hold because I don't know which interconnect architecture wins, and I've decided I don't need to. Every other debate in AI infrastructure eventually resolves into a technology bet.Seeking Alpha • Sep 09
Amphenol: Keep A Close Eye On Fed Rate Hikes Amid The Scorching AI Race
Summary Amphenol Corporation (APH) is downgraded to Hold due to vulnerability to a potential AI data center slowdown and possible Fed rate hikes. APH's high valuation is justified by robust growth—YOY revenue up nearly 55% and levered free cash flow up 112%—but depends on sustained AI demand. Rising interest rates and a backlog of idle data centers could moderate AI infrastructure buildout, posing near-term risks to APH's profitability. I remain an AI bull, but prefer Alphabet over APH for now; clarity on Fed policy and AI sector momentum could quickly shift APH back to Buy. Read the full article on Seeking Alpha
Narrative Update • Sep 07
APH: AI Infrastructure And Industrial Recovery Will Drive Future Upside
Amphenol's updated analyst price target moves higher toward the recent Street range around $175 to $200, as analysts highlight a Q2 setup they see as supportive for higher estimates, a recovering industrial technology sector, and ongoing interest in networking and AI related demand. Analyst Commentary Recent research on Amphenol clusters around a tighter price target range and a Q2 earnings setup that bullish analysts see as supportive for higher Street estimates.Narrative Update • Aug 24
APH: AI Infrastructure Demand And Sector Recovery Will Support Future Upside
The updated analyst price target for Amphenol now reflects a fair value estimate of about $192 per share, compared with the prior figure near $198, as analysts factor in their recent target hikes tied to expectations around Q2 earnings setups, AI related demand, and sector recovery. Analyst Commentary Recent research updates on Amphenol show a cluster of higher price targets ahead of Q2 results, with analysts focused on execution around AI related demand, networking and storage exposure, and the timing of any sector recovery.Narrative Update • Aug 10
APH: AI Data Center Demand And Stock Split Will Drive Upside
Amphenol's updated analyst price target moves higher from $189.39 to $198.06 as analysts factor in refreshed Q2 previews, a revised $200 target at the high end, and supporting views on AI related demand, networking infrastructure and storage components, alongside tweaked assumptions for discount rate, profit margin and future P/E. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts lifting price targets around upcoming Q2 results and AI driven demand themes.Recent updates
New Narrative • Sep 11
Amphenol Wins Whether The Rack Goes Copper Or Optical — And That Is The Point
The story behind this stock Amphenol is the position I hold because I don't know which interconnect architecture wins, and I've decided I don't need to. Every other debate in AI infrastructure eventually resolves into a technology bet.Seeking Alpha • Sep 09
Amphenol: Keep A Close Eye On Fed Rate Hikes Amid The Scorching AI Race
Summary Amphenol Corporation (APH) is downgraded to Hold due to vulnerability to a potential AI data center slowdown and possible Fed rate hikes. APH's high valuation is justified by robust growth—YOY revenue up nearly 55% and levered free cash flow up 112%—but depends on sustained AI demand. Rising interest rates and a backlog of idle data centers could moderate AI infrastructure buildout, posing near-term risks to APH's profitability. I remain an AI bull, but prefer Alphabet over APH for now; clarity on Fed policy and AI sector momentum could quickly shift APH back to Buy. Read the full article on Seeking AlphaNarrative Update • Sep 07
APH: AI Infrastructure And Industrial Recovery Will Drive Future Upside
Amphenol's updated analyst price target moves higher toward the recent Street range around $175 to $200, as analysts highlight a Q2 setup they see as supportive for higher estimates, a recovering industrial technology sector, and ongoing interest in networking and AI related demand. Analyst Commentary Recent research on Amphenol clusters around a tighter price target range and a Q2 earnings setup that bullish analysts see as supportive for higher Street estimates.Narrative Update • Aug 24
APH: AI Infrastructure Demand And Sector Recovery Will Support Future Upside
The updated analyst price target for Amphenol now reflects a fair value estimate of about $192 per share, compared with the prior figure near $198, as analysts factor in their recent target hikes tied to expectations around Q2 earnings setups, AI related demand, and sector recovery. Analyst Commentary Recent research updates on Amphenol show a cluster of higher price targets ahead of Q2 results, with analysts focused on execution around AI related demand, networking and storage exposure, and the timing of any sector recovery.Narrative Update • Aug 10
APH: AI Data Center Demand And Stock Split Will Drive Upside
Amphenol's updated analyst price target moves higher from $189.39 to $198.06 as analysts factor in refreshed Q2 previews, a revised $200 target at the high end, and supporting views on AI related demand, networking infrastructure and storage components, alongside tweaked assumptions for discount rate, profit margin and future P/E. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts lifting price targets around upcoming Q2 results and AI driven demand themes.Narrative Update • Jul 27
APH: AI Data Center Buildout And CommScope Deal Will Drive Upside
Amphenol's analyst fair value estimate has been nudged higher from about $184.78 to $189.39. This reflects a series of recent price target increases across the Street as analysts factor in Q2 earnings previews, confidence in networking infrastructure and storage components, ongoing focus on AI related demand, and sector recovery expectations.Narrative Update • Jul 13
APH: AI Data Center Demand And CommScope Acquisition Will Support Future Margins
Analysts have lifted the Amphenol fair value estimate by about $6 to $184.78. This reflects revised assumptions around revenue growth, margins, and future P/E that are broadly consistent with the series of higher Street price targets in recent Q2 earnings previews.
Narrative Update • Jun 29
APH: AI Data Center Connectivity Expansion Will Drive Future Repricing
The analyst price target for Amphenol has been raised by about $9.76 to $215.00, with analysts citing updated estimates that reflect higher modeled revenue growth, wider profit margins and ongoing confidence in the company’s AI related content exposure. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts adjusting price targets higher and reaffirming positive views on the stock.Analysis Article • Jun 19
Amphenol (APH) Stock Could Be 8.1% Undervalued After AI Demand Lifts Guidance
Amphenol (APH) is back in focus after management issued double digit sequential revenue guidance tied to AI driven IT datacom demand, alongside record orders and fresh attention from leveraged ETF launches and research houses. See our latest analysis for Amphenol. Amphenol’s recent guidance and AI focused orders sit alongside a powerful price move, with a 30 day share price return of 37.55% and a 1 year total shareholder return of 76.34%, pointing to strong momentum building on a multi year...
Narrative Update • Jun 15
APH: Hybrid Optics And AI Infrastructure Momentum Balance List Removal Risks
Analysts nudged the fair value estimate for Amphenol higher to $147.48 from $146.29, reflecting Street research that has generally raised price targets on the stock, often citing increased confidence in the company’s AI content ramp. Analyst Commentary Street research on Amphenol has been active, with several firms adjusting price targets and ratings over recent months.Narrative Update • Jun 01
APH: Hybrid Optics Roadmap And Mixed List Actions Will Shape Near Term Returns
Analysts have adjusted the price target on Amphenol to $146.29 from $135.68, reflecting updated views on fair value, a slightly higher discount rate, and revised assumptions for revenue growth, profit margin, and future P/E multiples following recent mixed research actions across the Street. Analyst Commentary Recent Street research on Amphenol has been mixed, with several higher price targets offset by more cautious moves and list removals.Narrative Update • May 01
APH: AI Data Center Content And Buybacks Will Support Future Margins
Analysts have lifted the updated fair value estimate for Amphenol by about $9 to $178.39. This reflects revised assumptions for slightly higher profit margins, a modestly lower future P/E multiple, and recent shifts in Street price targets that include several upward revisions alongside a few trims.Narrative Update • Apr 16
APH: AI Connectivity And Hybrid Optics Outlook Will Likely Cap Near Term Upside
Narrative Update on Amphenol The analyst price target for Amphenol has been adjusted slightly higher to about $136 from $135, as analysts balance recent target cuts from UBS and Citi with prior target increases and updated views on growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Amphenol reflects a mix of optimism and caution, with several firms adjusting targets and ratings as they reassess growth potential, execution risks, and how the stock is valued versus its peers.Narrative Update • Apr 01
APH: AI Connectivity And CommScope Deal Will Likely Restrain Further Upside
Analysts have raised their average price targets on Amphenol by a wide margin to a range of $155 to $185, citing stronger expectations for growth in data center AI connectivity, the planned $10.5b CommScope CCS acquisition, and a more constructive view on connector demand into 2026. Analyst Commentary Recent research has generally leaned supportive, with several large firms increasing price targets on Amphenol and maintaining positive ratings tied to data center AI exposure and the planned CommScope Connectivity and Cable Solutions acquisition.Narrative Update • Mar 18
APH: AI Data Center Content And CCS Acquisition Will Support Future Margins
Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.Narrative Update • Mar 04
APH: AI And CommScope CCS Integration Will Support Margins And Earnings Outperformance
Our updated analyst price target for Amphenol has moved from $148.60 to $169.44 as analysts factor in higher modeled revenue growth, a slightly richer future P/E multiple, and recent price target increases tied to the CommScope CCS acquisition and AI related content gains across end markets. Analyst Commentary Recent Street research on Amphenol has been active, with several firms adjusting their price targets and, in some cases, ratings.Narrative Update • Feb 18
APH: Future AI And Acquisition Hype Will Likely Cap Share Upside
Our analyst price target for Amphenol has been adjusted from $123.77 to $135.00, with analysts pointing to raised Street targets, support from data center AI exposure, and the planned CommScope Connectivity and Cable Solutions acquisition as key drivers behind the update. Analyst Commentary Recent Street research on Amphenol has leaned constructive, with several large firms lifting price targets and, in one case, moving the stock to an Overweight rating.Narrative Update • Feb 04
APH: CCS Acquisition And AI Content Gains Will Drive Repricing
Analysts have lifted their price targets on Amphenol, supporting a fair value move from about $134 to roughly $205. They cite factors such as the CommScope Connectivity and Cable Solutions acquisition, expectations for stronger end demand into 2026, and higher assumed revenue growth, profit margins, and future P/E multiples in updated models.Narrative Update • Jan 21
APH: Future P E Compression Will Likely Cap Post Acquisition Share Upside
Analysts lifted their fair value estimate for Amphenol by about US$1.88 to US$123.77 as they factor in higher modeled revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. This reflects recent price target increases tied to the CommScope Connectivity and Cable Solutions acquisition and expected content gains across key end markets.Analysis Article • Jan 14
Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts
Shareholders in Amphenol Corporation ( NYSE:APH ) may be thrilled to learn that the analysts have just delivered a...Narrative Update • Jan 07
APH: Elevated P E Profile Will Likely Constrain Future Share Returns
Narrative Update on Amphenol Analysts have lifted their blended price target on Amphenol by roughly US$32 to reflect updated models following a Q3 beat, higher FY25 revenue and EPS estimates, and expectations for faster sales growth, slightly stronger margins, and a richer future P/E profile. Analyst Commentary Recent research commentary on Amphenol has largely centered on the Q3 earnings beat, updated guidance, and refreshed models for FY25.Narrative Update • Dec 19
APH: AI Connectivity Demand Will Support Margins And Sustained Earnings Outperformance
The Analyst Price Target for Amphenol has inched higher to approximately $149 per share from about $148 per share, as analysts point to sustained earnings beats, improving margin outlooks and rising end market demand across autos, hyperscale data centers and broader connectivity applications. Analyst Commentary Bullish analysts have broadly raised their price targets on Amphenol following a string of earnings beats and constructive guidance, highlighting both cyclical recovery and structural growth drivers across key end markets.Narrative Update • Dec 05
APH: AI Connectivity And Auto Demand Will Support Margins Amid Balanced Outlook
Amphenol's fair value estimate edges up to approximately $148, compared with about $148 previously, as analysts lift price targets into the $139 to $163 range on the back of Q3 outperformance, increased FY25 revenue and EPS forecasts, and expectations for sustained growth and margin upside across automotive, hyperscaler, and AI driven connectivity markets. Analyst Commentary Street research remains broadly constructive on Amphenol, with a series of post Q3 price target hikes clustered in the high $130s to low $160s.Narrative Update • Nov 21
APH: Margin Upside And End Market Demand Will Drive Continued Outperformance
Amphenol's analyst price target has been raised to approximately $148 from $144. Analysts point to stronger-than-expected sales growth and improved end market dynamics following recent quarterly results.Narrative Update • Nov 07
APH: Recent Margin Gains And End Market Strength May Offset Integration Risks Ahead
Amphenol's analyst price target has increased from approximately $139 to $144 per share, with analysts highlighting stronger margins, accelerating sales growth, and a constructive outlook for key end markets as key drivers for the positive revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight robust margin expansion and an improving sales growth outlook, which are contributing to upward revisions in price targets.Narrative Update • Oct 24
Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons
Amphenol's analyst price target has increased from $122.88 to $139.29, as analysts highlight stronger revenue growth prospects, higher profit margins, and improved end market trends that support the company's outlook. Analyst Commentary Recent updates from street research have revealed heightened confidence in Amphenol’s growth narrative, while also highlighting certain risks to monitor as the company advances its acquisition strategy and expands in key end markets.Narrative Update • Oct 09
AI-Driven Datacenters Will Expand IT Datacom Horizons
Amphenol's analyst price target has been raised from approximately $117 to $123 per share. This reflects analysts' increased confidence in the company's enhanced growth outlook and expected margin improvements, which are driven by recent acquisitions and continued strength in end markets.Analysis Article • Sep 27
We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative Update • Sep 25
AI-Driven Datacenters Will Expand IT Datacom Horizons
Analysts have raised Amphenol’s price target to $117.44, citing strong AI-driven demand, accretive acquisitions, and resilient end-market diversification supporting robust earnings and margin growth. Analyst Commentary Bullish analysts highlight robust demand for connectivity solutions driven by AI applications and rising hyperscaler spending, supporting margin expansion across the connector space.Narrative Update • Sep 04
AI-Driven Datacenters Will Expand IT Datacom Horizons
Analysts remain bullish on Amphenol due to accretive M&A activity, robust end-market diversification, and favorable industry trends, maintaining the consensus price target at $115.38. Analyst Commentary Bullish analysts highlight that the acquisitions of Trexon and CommScope's Connectivity & Cables Solutions business are expected to be earnings accretive, expand Amphenol's product offering—particularly in fiber optics and defense—and represent a high-return use of capital.Shareholder Returns
| APH | US Electronic | US Market | |
|---|---|---|---|
| 7D | 1.4% | 3.2% | -0.9% |
| 1Y | 41.4% | 50.5% | 14.2% |
Return vs Industry: APH underperformed the US Electronic industry which returned 50.5% over the past year.
Return vs Market: APH exceeded the US Market which returned 14.2% over the past year.
Price Volatility
| APH volatility | |
|---|---|
| APH Average Weekly Movement | 5.9% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: APH has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: APH's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1932 | 170,000 | Richard Norwitt | www.amphenol.com |
Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products.
Amphenol Corporation Fundamentals Summary
| APH fundamental statistics | |
|---|---|
| Market cap | US$206.94b |
| Earnings (TTM) | US$5.14b |
| Revenue (TTM) | US$29.01b |
40.2x
P/E Ratio7.1x
P/S RatioIs APH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| APH income statement (TTM) | |
|---|---|
| Revenue | US$29.01b |
| Cost of Revenue | US$17.71b |
| Gross Profit | US$11.30b |
| Other Expenses | US$6.16b |
| Earnings | US$5.14b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Oct 28, 2026
| Earnings per share (EPS) | 2.09 |
| Gross Margin | 38.95% |
| Net Profit Margin | 17.73% |
| Debt/Equity Ratio | 120.4% |
How did APH perform over the long term?
See historical performance and comparisonDividends
0.6%
Current Dividend Yield22%
Payout RatioDoes APH pay a reliable dividends?
See APH dividend history and benchmarks| Amphenol dividend dates | |
|---|---|
| Ex Dividend Date | Sep 22 2026 |
| Dividend Pay Date | Oct 14 2026 |
| Days until Ex dividend | 9 days |
| Days until Dividend pay date | 31 days |
Does APH pay a reliable dividends?
See APH dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/13 01:42 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Amphenol Corporation is covered by 34 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Andrew Buscaglia | BNP Paribas |