JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Amphenol (NYSE:APH) Stock

Amphenol (NYSE:APH) had its target price boosted by investment analysts at JPMorgan Chase & Co. from $160.00 to $185.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an “overweight” rating on the electronics maker’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 26.75% from the stock’s previous close.

A number of other equities analysts have also weighed in on APH. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and raised their target price for the stock from $120.00 to $150.00 in a research note on Wednesday, October 15th. Truist Financial set a $182.00 price target on Amphenol in a research report on Tuesday, January 13th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, UBS Group reissued a “buy” rating and set a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $149.54.

Amphenol Price Performance

Shares of Amphenol stock opened at $145.95 on Tuesday. The stock has a market capitalization of $178.65 billion, a P/E ratio of 48.65, a PEG ratio of 1.00 and a beta of 1.21. The business has a 50 day simple moving average of $140.79 and a two-hundred day simple moving average of $126.84. Amphenol has a 12 month low of $56.45 and a 12 month high of $167.04. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts predict that Amphenol will post 2.36 EPS for the current fiscal year.

Insider Activity at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value 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 represents a 90.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 498,076 shares of company stock valued at $70,996,906 over the last quarter. 1.67% of the stock is owned by insiders.

Institutional Trading of Amphenol

Several institutional investors have recently modified their holdings of the stock. Financial Management Professionals Inc. lifted its position in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its position in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute purchased a new position in Amphenol during the 2nd quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new position in Amphenol during the fourth quarter worth approximately $27,000. Finally, Alpine Bank Wealth Management purchased a new stake in Amphenol in the third quarter valued at approximately $30,000. Hedge funds and other 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 delivered $0.97 EPS (beat) and $6.44B revenue (beat), with revenue up ~49% year-over-year — shows strong IT/datacom and acquisition-driven growth. Amphenol (APH) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Encouraging guidance: management set Q1 EPS and revenue guidance above consensus, signaling continued demand visibility into early 2026. A Look Ahead: Amphenol’s Earnings Forecast
• Neutral Sentiment: Technical/short-term flows: intraday power-inflow/technical signals briefly pushed the stock up ~7% earlier, reflecting volatile trading around the print. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Analyst support: some firms (and upgrades) have lifted price targets after the strong results, contributing to longer-term bullish views even as near-term volatility rises. Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
• Negative Sentiment: Post-earnings sell-off: despite the beat and guidance, the stock plunged on the print — investors cited a mix of profit-taking and concern that strong numbers had already been priced in. Amphenol crashes despite strong Q4 results, guidance
• Negative Sentiment: Organic-growth fears: commentary highlighted potential slowing in data-center/datacom organic growth once large acquisition tailwinds normalize, a key driver of today’s negative reaction. Amphenol dives on organic growth fears; fellow data center supplier Celestica on tap
• Negative Sentiment: Long-term concern view: some analysts/commentators see the post-Q4 drop as a buying opportunity but warn about valuation (high P/E) and sustainability of AI/data-center-driven growth. Amphenol’s Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns

About Amphenol

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.