Amphenol Corporation

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Bullish +65

Amphenol Corporation $APH Shares Acquired by Fjarde AP Fonden Fourth ...

AI-generated analysis

Amphenol Corporation (NYSE: APH) saw significant institutional activity in the first quarter of 2026, with Fjarde AP Fonden increasing its stake by 51.8% to own approximately $83.9 million worth of shares. Other notable investors including Brighton Jones LLC, Revolve Wealth Partners, and NewEdge Advisors also...

Bullish Signals

  • EPS beat: $1.06 vs $0.95 consensus.
  • Revenue surged 58.4% YoY to $7.62B.
  • Net margin at 17.24%; ROE at 37.44%.
  • Analysts raised targets; consensus $178.07 vs $164.40 price.
  • Q2 2026 EPS guidance: $1.14-$1.16.
  • Quick ratio 1.26; current ratio 1.71.

Bearish Signals

  • CEO sold 17,500 shares for $2.5M in May.
  • Insiders sold 130,775 shares worth $18.7M recently.
22
Bullish +75

Amphenol Stock Outlook: Is Wall Street Bullish or Bearish?

AI-generated analysis

Amphenol Corporation (APH) has emerged as a market outperformer, surging 57.6% over the past 52 weeks compared to the S&P 500's rally of 30.8%, though it has recently underperformed its peers and broader tech ETFs. The positive momentum was driven by record-breaking Q1 2026 results...

Bullish Signals

  • Sales surged 58% YoY to record $7.6 billion.
  • Organic growth reached a robust 33% in Q1.
  • Adjusted EPS jumped 68% to $1.06.
  • Record orders total $9.4 billion driven by demand.
  • Q2 guidance forecasts sales between $8.1B and $8.2B.
  • EPS growth expected at 41%-43% for Q2 2026.
  • Full-year FY25 EPS projected to reach $4.76.
  • Beaten consensus estimates for four consecutive quarters.
  • Consensus rating is Strong Buy with 14 bullish ratings.
  • Street-high target of $215 suggests 67.9% upside.

Bearish Signals

  • Shares dropped 5.7% YTD vs S&P 500 gain of 8.2%.
  • Stock lagged Technology Select Sector SPDR ETF which jumped 62.8%.
  • EPS forecast relies on acquired CommScope CCS business growth.
  • Sentiment concentrated in IT datacom and CommScope CCS risks.
23
Bullish +75

Amphenol Corp (APH) Q1 2026 Earnings Call Highlights: Record Sales and Strategic Growth

AI-generated analysis

Amphenol Corp reported record first quarter sales of $7.6 billion, representing a 58% increase in U.S. dollars and a 33% organic growth compared to Q1 2025. The company's book-to-bill ratio stood at a record 1.24:1 with total orders reaching $9.435 billion, an 78% rise year-over-year....

Bullish Signals

  • Record sales up 58% year-over-year.
  • Orders reached historic high with 78% growth.
  • Adjusted Diluted EPS surged 68% to $1.06.
  • Communications Solutions sales rose 88%.
  • AI ecosystem advantage via Co-Packaged Optics solutions.
  • CommScope acquisition drives accretive synergy.
  • Total liquidity stands at $7.6 billion.
  • Strong defense electronics capacity investments.
  • Cash flow equals 120% of net income.

Bearish Signals

  • Acquisition costs of $249M impacted GAAP operating income.
  • China tax accrual raised effective rate to 42.7%.
  • Adjusted operating margin declined by 20 basis points.
  • Automotive sales fell 7% due to soft Asia demand.
  • Short-term supply reliance introduces capacity execution risk.
  • GuruFlags detected two warning signs in CBU metrics.
24
Bullish +75

Amphenol stock: Evercore raises target to USD 100.00

Analyst upgrade AI-generated analysis

Amphenol Corp. has received a significant analyst upgrade from Evercore, which raised its price target on the connector manufacturer to USD 100.00 from USD 90.00 in early October 2026. This bullish adjustment reflects strong recent performance and sets a new valuation benchmark ahead of the...

Bullish Signals

  • Evercore raised price target from $90 to $100.
25
Bullish +65

Amphenol Corp. stock at EUR 77.73, market value USD 213.6 billion - AD HOC NEWS

Analyst upgrade Earnings report AI-generated analysis

Amphenol Corp. reported a significant surge in second-quarter 2026 revenue, reaching USD 8.76 billion, which represents a 55% year-over-year increase. The company also delivered adjusted earnings per share of USD 1.35 and an adjusted operating margin of 29.80%, highlighting strong operational performance. Trading data indicates...

Bullish Signals

  • Revenue grew 55% YoY to USD 8.76 billion.
  • Adjusted EPS reached USD 1.35 with 29.80% margins.
  • Goldman Sachs upgraded price target to USD 116.00.
  • P/E ratio stands at 43.37 reflecting high expectations.

Bearish Signals

  • Trades at P/E of 43.37 vs peer TE Connectivity's 21.29.
  • High valuation risk if growth slows relative to peers.