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 7,390 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 89
8% more capital invested
Capital invested by funds: $73.8B [Q3] → $79.5B (+$5.67B) [Q4]
7% more funds holding
Funds holding: 1,279 [Q3] → 1,372 (+93) [Q4]
4% more funds holding in top 10
Funds holding in top 10: 47 [Q3] → 49 (+2) [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: 502 | Existing positions reduced: 494
0.81% more ownership
Funds ownership: 94.04% [Q3] → 94.86% (+0.81%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$82
20%
upside
Avg. target
$90
31%
upside
High target
$102
50%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Truist Securities William Stein 33% 1-year accuracy 12 / 36 met price target | 50%upside $102 | Buy Maintained | 23 Jan 2025 |
Goldman Sachs Mark Delaney 58% 1-year accuracy 15 / 26 met price target | 31%upside $89 | Buy Maintained | 23 Jan 2025 |
B of A Securities Wamsi Mohan 64% 1-year accuracy 54 / 85 met price target | 25%upside $85 | Neutral Maintained | 23 Jan 2025 |
Baird Luke Junk 38% 1-year accuracy 5 / 13 met price target | 31%upside $89 | Outperform Maintained | 23 Jan 2025 |
JP Morgan Samik Chatterjee 54% 1-year accuracy 34 / 63 met price target | 32%upside $90 | Overweight Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 16 articles about APH published over the past 30 days
Positive
Zacks Investment Research
6 hours 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
1 day 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
1 day 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
6 days 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.
Neutral
Business Wire
1 week ago
Mouser Electronics Named 2024 Global Distributor of the Year by Amphenol SV Microwave
DALLAS & FORT WORTH, Texas--(BUSINESS WIRE)--Mouser Electronics, Inc., the authorized global distributor with the newest electronic components and industrial automation products, has been named 2024 Global Distributor of the Year by Amphenol SV Microwave, a leader in the radio frequency (RF)/microwave industry. Mouser offers a full line of SV Microwave RF connectors, cable assemblies and passive components. This is the third time that Mouser has received this award. "Amphenol SV Microwave consi.
Positive
Benzinga
1 week ago
Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
All eyes are on NVIDIA Corp.'s NVDA GTC 2025. CEO Jensen Huang is set to unveil what's next in AI hardware.
Positive
Seeking Alpha
1 week ago
Chaos? Bring It On: My Dividend Playbook For This Wild Market
Volatility is back, and while it's normal, fear dominates. Investors are uneasy despite no official correction, as past gains spoiled expectations. Economic uncertainty, rising debt, and inflation risks fuel market anxiety. If Trump acts on lower rates, short-term pain may be inevitable. I'm seizing opportunities, focusing on value and cyclical dividend growth. Buying dips has historically paid off, and I'm betting big on key stocks.
Positive
Seeking Alpha
2 weeks ago
3 Dividend Stocks To Buy Now Before The Market Rebounds
The 2025 market “chaos” has created bargains in my favorite sectors. I'm adding to high-quality names with strong dividends and long-term growth potential. I'm targeting undervalued stocks with wide moats, solid cash flows, and resilient business models. These picks thrive in volatile markets. From industrials to energy, I'm buying dividend growers with pricing power and strong fundamentals. Corrections are my chance to build wealth.
Neutral
MarketBeat
2 weeks ago
These 3 Q1 Earnings Winners Will Go Higher
Emerging from the first earnings season of 2025, a picture of a cooling market has become increasingly clear. Companies across sectors signaled caution in their forward guidance, with 59% of S&P 500 companies issuing negative earnings per share (EPS) guidance for the current year as of March 7, 2025.
Positive
Zacks Investment Research
2 weeks ago
Amphenol (APH) Upgraded to Strong Buy: Here's Why
Amphenol (APH) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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