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AI-Driven Datacenters Will Expand IT Datacom Horizons

Published
06 Aug 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$116.19
2.1% overvalued intrinsic discount
10 Sep
US$118.68
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1Y
86.7%
7D
7.5%

Author's Valuation

US$116.2

2.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25
Fair value Increased 0.70%

Analysts remain bullish on Amphenol due to accretive M&A activity, robust end-market diversification, and favorable industry trends, maintaining the consensus price target at $115.38. Analyst Commentary Bullish analysts highlight that the acquisitions of Trexon and CommScope's Connectivity & Cables Solutions business are expected to be earnings accretive, expand Amphenol's product offering—particularly in fiber optics and defense—and represent a high-return use of capital.

Shared on07 May 25
Fair value Increased 37%

Shared on30 Apr 25
Fair value Decreased 3.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 5.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.071%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.