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 7,290 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 88
9% more capital invested
Capital invested by funds: $72.7B [Q3] → $79.4B (+$6.62B) [Q4]
7% more funds holding
Funds holding: 1,277 [Q3] → 1,361 (+84) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 46 [Q3] → 49 (+3) [Q4]
2.03% more ownership
Funds ownership: 92.7% [Q3] → 94.74% (+2.03%) [Q4]
10% more call options, than puts
Call options by funds: $205M | Put options by funds: $187M
1% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 493
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$82
27%
upside
Avg. target
$90
38%
upside
High target
$102
58%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Truist Securities William Stein 58% 1-year accuracy 21 / 36 met price target | 58%upside $102 | Buy Maintained | 23 Jan 2025 |
Goldman Sachs Mark Delaney 69% 1-year accuracy 20 / 29 met price target | 38%upside $89 | Buy Maintained | 23 Jan 2025 |
B of A Securities Wamsi Mohan 81% 1-year accuracy 69 / 85 met price target | 31%upside $85 | Neutral Maintained | 23 Jan 2025 |
Baird Luke Junk 46% 1-year accuracy 6 / 13 met price target | 38%upside $89 | Outperform Maintained | 23 Jan 2025 |
JP Morgan Samik Chatterjee 64% 1-year accuracy 42 / 66 met price target | 39%upside $90 | Overweight Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 23 articles about APH published over the past 30 days
Negative
Zacks Investment Research
3 days ago
Why Is Amphenol (APH) Down 11.7% Since Last Earnings Report?
Amphenol (APH) reported earnings 30 days ago. What's next for the stock?
Neutral
PRNewsWire
1 week ago
HealthEdge Announces Successful Sale of LifeSync to Amphenol
TAMPA, Fla. and CORAL SPRINGS, Fla.
Positive
Market Watch
1 week ago
20 stocks of companies that have put up excellent numbers this earnings season, including a surprise
It's a good sign when a company can increase sales rapidly while also maintaining pricing power and improving efficiency.
Positive
Seeking Alpha
1 week ago
Amphenol: Better Than Many AI-Related Investments, But Still Expensive
Amphenol delivered tremendous Q4 results and similarly upbeat guidance heading into 2025. Shares pulled back despite the tremendous earnings report, potentially offering a buy-the-dip opportunity. I struggle to get comfortable with the starting 37x P/E ratio even while acknowledging the company's considerable strengths.
Positive
Zacks Investment Research
2 weeks ago
Amphenol (APH) Recently Broke Out Above the 20-Day Moving Average
Amphenol (APH) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, APH broke through the 20-day moving average, which suggests a short-term bullish trend.
Positive
Zacks Investment Research
2 weeks ago
Amphenol (APH) Recently Broke Out Above the 50-Day Moving Average
After reaching an important support level, Amphenol (APH) could be a good stock pick from a technical perspective. APH surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
Positive
Zacks Investment Research
2 weeks ago
3 Reasons Why Growth Investors Shouldn't Overlook Amphenol (APH)
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Positive
Zacks Investment Research
2 weeks ago
5 Momentum Stocks to Buy for February Amid Volatility
These five stocks have strong momentum for February. These are: APH, BSX, NLY, PNFP, FHN.
Positive
Seeking Alpha
2 weeks ago
The Next Big Opportunity: My Favorite Dividend Stocks For The Shift Ahead
I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation. I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth. Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.
Positive
Seeking Alpha
3 weeks ago
My Top 15 High-Growth Dividend Stocks For February 2025
The SPDR S&P 500 ETF Trust starts 2025 on a positive note gaining 2.67% in January. The Top 15 dividend growth stocks for February 2025 offer an average dividend yield of 1.64% and appear to be about 25% undervalued based on dividend yield theory. Since its inception in September 2020, the watch list has achieved a 11.03% compound annual growth rate.
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