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Amphenol Community
NYSE:APH Community
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Amphenol
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
IT Datacom And AI Will Balance Upside And Headwinds
Key Takeaways Acquisitions have diluted operating margins, hinting at integration issues and future costs that could suppress operating income growth. Expected tax rate rise and high capital expenditures might compress profitability due to potential net margin impact and limited net income growth.
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US$70.49
FV
7.2% undervalued
intrinsic discount
9.61%
Revenue growth p.a.
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3 days ago
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Amphenol
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Data Center Investments Will Drive Future IT Datacom Market Expansion
Key Takeaways AI-driven data center growth and upcoming acquisition are expected to bolster Amphenol's revenue and market positioning. Expansion in defense and automotive sectors indicates potential for significant revenue increase due to technology adoption and increased budgets.
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US$83.02
FV
21.2% undervalued
intrinsic discount
11.50%
Revenue growth p.a.
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4 days ago
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Your Valuation for
APH
APH
Amphenol
Your Fair Value
US$
Current Price
US$65.40
9.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
25b
2015
2018
2021
2024
2025
2027
2030
Revenue US$25.2b
Earnings US$4.0b
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