Amphenol
About: Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.
Employees: 125,000
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
136% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 88
9% more capital invested
Capital invested by funds: $72.4B [Q3] → $79.1B (+$6.72B) [Q4]
8% more funds holding
Funds holding: 1,278 [Q3] → 1,377 (+99) [Q4]
6% more funds holding in top 10
Funds holding in top 10: 47 [Q3] → 50 (+3) [Q4]
2.18% more ownership
Funds ownership: 92.24% [Q3] → 94.42% (+2.18%) [Q4]
10% more call options, than puts
Call options by funds: $205M | Put options by funds: $187M
2% more repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 494
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$72
11%
upside
Avg. target
$84
29%
upside
High target
$102
57%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
JP Morgan Samik Chatterjee 43% 1-year accuracy 32 / 74 met price target | 31%upside $85 | Overweight Maintained | 17 Apr 2025 |
Citigroup Asiya Merchant 8% 1-year accuracy 3 / 39 met price target | 15%upside $75 | Buy Maintained | 14 Apr 2025 |
UBS Chris Snyder 25% 1-year accuracy 5 / 20 met price target | 20%upside $78 | Buy Maintained | 10 Apr 2025 |
Goldman Sachs Mark Delaney 32% 1-year accuracy 12 / 37 met price target | 11%upside $72 | Buy Maintained | 10 Apr 2025 |
Truist Securities William Stein 22% 1-year accuracy 8 / 37 met price target | 57%upside $102 | Buy Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 11 articles about APH published over the past 30 days
Neutral
Zacks Investment Research
22 hours ago
Amphenol vs. TE Connectivity: Which Electronics Stock Should You Buy?
Amphenol APH and TE Connectivity TEL are well-known global manufacturers of electronic connectors, sensors, and interconnect systems, serving similar industries such as automotive, aerospace, industrial, and data communications. Per Fortune Business Insight report, the global electronic components market was valued at $393.63 billion in 2024 and is expected to grow from $428.22 billion in 2025 to $847.88 billion by 2032, with a CAGR of 10.3% over the forecast period 2025-2032.
Positive
Zacks Investment Research
1 day ago
Unlocking Q1 Potential of Amphenol (APH): Exploring Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Amphenol (APH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Neutral
Business Wire
2 weeks ago
CORRECTING and REPLACING Nubis Extends Linear Paradigm from Optics to Copper with Breakthrough Nitro™ Linear Redriver Solution Enabling 4 Meter Reach for 200Gbps per Lane Copper Cables in AI Scale-Up Networks
NEW PROVIDENCE, N.J.--(BUSINESS WIRE)---- $APH #ACC--Nubis extends linear optics technology to redriver chips for 4m Amphenol Communications Solutions (ACS) ACC cables in AI scale-up networks.
Positive
Seeking Alpha
2 weeks ago
My Top 15 High-Growth Dividend Stocks For April 2025
My Top 15 High-Growth Dividend stocks outperformed SPY and VIG in March, posting a loss of 3.26% compared to SPY's 5.86% and VIG's 4.50%. The April 2025 list offers an average dividend yield of 1.25% and is potentially 31% undervalued, poised for strong long-term returns. Dollar cost averaging into the top 15 stocks each month shows a 68.54% success rate, with 61 out of 89 stocks leading to positive gains.
Neutral
Zacks Investment Research
2 weeks ago
Invest in These 5 AI Wealth Destroyers of Q1 Set for a Big Jump in Q2
Five AI stocks currently looks very promising for the rest of 2025 despite negative returns in Q1. These are: APP, APH, AVGO, ANET, MRVL.
Positive
Seeking Alpha
2 weeks ago
Earn A Potentially 12%-15% Income: Monthly Options Series (April 2025)
We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for Options. This monthly series provides two lists of stocks suitable for writing options to generate relatively safe income, focusing on PUT and CALL options.
Positive
Zacks Investment Research
3 weeks ago
APH Stock Trades Higher Than Industry at 28.09X P/S: Is it Still a Buy?
APH is benefiting from strategic acquisitions and increased demand in AI and aerospace, making it an attractive investment despite a premium valuation.
Neutral
Business Wire
3 weeks ago
Nubis Extends Linear Paradigm from Optics to Copper with Breakthrough Nitro™ Linear Redriver Solution Enabling 4 Meter Reach for 200Gbps per Lane Copper Cables in AI Scale-Up Networks
NEW PROVIDENCE, N.J.--(BUSINESS WIRE)---- $APH #ACC--Nubis extends linear optics technology to redriver chips for 4m Amphenol ACC cables enabling multi-rack xPU interconnect in AI scale-up networks.
Positive
Zacks Investment Research
3 weeks ago
Is Amphenol (APH) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Amphenol (APH) and Anterix (ATEX) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
4 weeks ago
Why Amphenol (APH) Stock Might be a Great Pick
Amphenol (APH) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
Charts implemented using Lightweight Charts™