Amphenol (NYSE:APH – Get Free Report) had its price target increased by research analysts at Citigroup from $175.00 to $180.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the electronics maker’s stock. Citigroup’s target price indicates a potential upside of 20.75% from the company’s current price.
A number of other analysts have also weighed in on APH. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Evercore ISI reaffirmed an “outperform” rating and issued a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday. Barclays restated an “overweight” rating and issued a $175.00 price target (up previously from $156.00) on shares of Amphenol in a research report on Thursday. Finally, UBS Group reaffirmed 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. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.
Read Our Latest Stock Report on Amphenol
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, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the prior year, the company earned $0.55 EPS. Amphenol’s revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts anticipate that Amphenol will post 2.36 earnings per share for the current year.
Insider Transactions at Amphenol
In other news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,764,625. This represents a 90.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 498,076 shares of company stock worth $70,996,906. Company insiders own 1.67% of the company’s stock.
Hedge Funds Weigh In On Amphenol
A number of institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after purchasing an additional 1,322,682 shares during the period. State Street Corp increased its position in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after buying an additional 676,797 shares in the last quarter. Geode Capital Management LLC raised its stake in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after buying an additional 2,217,079 shares during the period. Norges Bank bought a new position in Amphenol during the second quarter worth about $2,104,244,000. Finally, Capital International Investors grew its stake in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.
Key Amphenol News
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Q4 results beat consensus — revenue up ~49% and EPS topped estimates, showing strong demand and margin performance. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights: Record Revenue Surge and Strategic …
- Positive Sentiment: Guidance came in above consensus for Q1 (EPS and revenue), which supports near‑term top‑line expectations. Amphenol’s Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
- Positive Sentiment: Technical buyers pushed the stock higher after the sell‑off — a reported “power inflow” signal corresponded with a ~7% rebound. Amphenol Shares Rise ~7% After Key Trading Signal
- Neutral Sentiment: Full earnings call transcript and details are available for investors who want management color on data‑center exposure and acquisitions. Amphenol Corporation (APH) Q4 2025 Earnings Call Transcript
- Neutral Sentiment: Analyst coverage/upgrade activity earlier helped push the stock to a 1‑year high before earnings; that earlier enthusiasm contrasts with the immediate post‑earnings reaction. Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
- Negative Sentiment: Despite strong results, investors sold on valuation concerns — several outlets note the plunge after earnings was driven by worries the high multiple may not be justified if organic growth slows. Amphenol Tumbles On Valuation Concerns Despite Good Q4 Earnings
- Negative Sentiment: Market commentary flagged fears about a potential slowdown in organic growth from data‑center/end‑customer demand, which is the main driver behind the downside pressure. Amphenol dives on organic growth fears; fellow data center supplier Celestica on tap
- Negative Sentiment: Retail investor commentary and headline coverage highlighted a double‑digit intraday drop, amplifying negative sentiment in the short term. 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.
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