Amphenol (NYSE:APH) Hits New 52-Week High Following Analyst Upgrade

Amphenol Corporation (NYSE:APH) reached a new 52-week high during mid-day trading on Wednesday after Citigroup raised their price target on the stock from $175.00 to $180.00. Citigroup currently has a buy rating on the stock. Amphenol traded as high as $167.04 and last traded at $166.69, with a volume of 18259640 shares. The stock had previously closed at $155.56.

Other research analysts have also recently issued research reports about the company. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Finally, UBS Group reiterated a “buy” rating and issued a $174.00 price target (up previously from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $151.38.

Insider Transactions at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the sale, the chief financial officer owned 39,884 shares in the company, valued at approximately $5,723,354. This represents a 50.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 498,076 shares of company stock valued at $70,996,906. 1.67% of the stock is currently owned by insiders.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat and stronger guidance — Amphenol reported record Q4 sales and adjusted EPS that topped estimates (revenue and EPS beats; FY Q1 guidance above consensus), a fundamental reason investors cite for longer-term upside. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and higher target — Citigroup raised its price target from $175 to $180 and kept a “buy” rating, signaling ~20% upside from current levels and supporting demand. Benzinga article on Citigroup raise
• Positive Sentiment: Technical/short-term buying helped the rebound — a market-technical “power inflow” signal was reported to have lifted shares roughly 7%, contributing to intraday strength. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Earnings call transcript available — the full transcript provides management commentary on drivers (AI/datacom demand, acquisitions) and forward commentary that traders will parse for cadence and risks. Earnings Call Transcript
• Negative Sentiment: Post-earnings sell-off driven by valuation and growth concerns — despite the beat, investors sold into strength citing a rich valuation, worries about sustaining high organic growth (especially data-center exposure) and a possible near-term EPS dip. That pressured the stock sharply after the report. Amphenol Tumbles On Valuation Concerns
• Negative Sentiment: Investor worry about sustainability of data-center-driven surge — coverage notes and market commentary highlight fear that IT/datacom strength may slow, prompting further downside risk if organic growth disappoints. Data Center Vendor Amphenol Slides After Earnings Beat

Institutional Investors Weigh In On Amphenol

Several institutional investors and hedge funds have recently bought and sold shares of the business. Brighton Jones LLC grew its position in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC boosted its position in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the period. Capital Investment Advisors LLC bought a new position in Amphenol in the 2nd quarter worth approximately $209,000. Finally, Truist Financial Corp boosted its position in Amphenol by 6.5% during the 2nd quarter. Truist Financial Corp now owns 262,281 shares of the electronics maker’s stock worth $25,900,000 after acquiring an additional 16,031 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 2.6%

The firm’s fifty day moving average is $141.18 and its two-hundred day moving average is $127.00. The firm has a market cap of $183.28 billion, a price-to-earnings ratio of 44.83, a P/E/G ratio of 0.87 and a beta of 1.21. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 1.52.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

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.