Amphenol (NYSE:APH – Free Report) had its target price lifted by Citigroup from $175.00 to $180.00 in a research note released on Thursday morning,Benzinga reports. The firm currently has a buy rating on the electronics maker’s stock.
Several other equities analysts have also recently commented on APH. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. US Capital Advisors set a $165.00 price objective on Amphenol in a report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research note on Thursday, January 15th. UBS Group reiterated a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Finally, Barclays reissued an “overweight” rating and issued a $175.00 price target (up previously from $156.00) on shares of Amphenol in a report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.
Get Our Latest Analysis on APH
Amphenol Price Performance
Amphenol (NYSE:APH – Get Free Report) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts forecast that Amphenol will post 2.36 EPS for the current fiscal year.
Insider Activity
In other news, VP David M. Silverman sold 120,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. This trade represents a 90.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 498,076 shares of company stock valued at $70,996,906. Corporate insiders own 1.67% of the company’s stock.
Institutional Trading of Amphenol
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Financial Management Professionals Inc. raised its holdings in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the last quarter. Board of the Pension Protection Fund purchased a new position in shares of Amphenol in the fourth quarter valued at about $27,000. Alpine Bank Wealth Management bought a new position in shares of Amphenol during the third quarter valued at about $30,000. Towne Trust Company N.A bought a new stake in shares of Amphenol in the fourth quarter worth about $34,000. Finally, Laurel Wealth Advisors LLC purchased a new position in Amphenol during the 4th quarter valued at about $34,000. Institutional investors own 97.01% of the company’s stock.
Key Stories Impacting Amphenol
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
- Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
- Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
- Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
- Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
- Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
- Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%
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.
See Also
- Five stocks we like better than Amphenol
- Stock market legend warns: “An Ominous Day Is Coming for the Markets…”
- Another reason you need to own gold… [running out]
- Trump’s Final Shocking Act Begins February 24
- NEW: Gold makes history
- Become a 2x better options trader (in 2 days)
Receive News & Ratings for Amphenol Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amphenol and related companies with MarketBeat.com's FREE daily email newsletter.
