Update shared on25 Sep 2025
Fair value Increased 1.08%Analysts have raised Amphenol’s price target to $117.44, citing strong AI-driven demand, accretive acquisitions, and resilient end-market diversification supporting robust earnings and margin growth.
Analyst Commentary
- Bullish analysts highlight robust demand for connectivity solutions driven by AI applications and rising hyperscaler spending, supporting margin expansion across the connector space.
- Acquisitions, including the Trexon deal and CommScope’s Connectivity & Cables Solutions business, are viewed as highly accretive, expanding Amphenol’s end-market exposure, product portfolio, and driving near- and long-term EPS growth.
- Amphenol’s diversified end markets and limited direct tariff exposure are cited as mitigating risks, underpinning a favorable outlook despite potential macro or regional headwinds.
- Bullish analysts are raising estimates and price targets based on expectations for strong earnings, positive margin commentary, and above-guidance performance aligned with seasonal trends.
- Upward revisions to US auto forecasts and expectations for firmer pricing in the auto and industrial tech sectors contribute to more optimistic views, with analysts factoring in moderate tariff impacts compared to initial expectations.
What's in the News
- Amphenol is finalizing a $10.5 billion acquisition (including debt) of CommScope’s connectivity and cable unit (CCS), with an announcement expected as soon as August 4, 2025; this unit previously attracted interest from both strategic buyers and private equity (WSJ, Key Developments).
- The pending CommScope deal follows Amphenol’s $2.1 billion acquisition last year of CommScope's outdoor wireless network and distributed antenna systems businesses, further expanding its communications infrastructure portfolio (Key Developments).
- Amphenol issued Q3 2025 guidance, anticipating sales of $5.4–5.5 billion, representing a 34–36% year-over-year increase (Key Developments).
- Between April and July 2025, Amphenol repurchased approximately 2.45 million shares for $199.6 million, completing a total buyback of 12.07 million shares ($844.15 million) since April 2024 (Key Developments).
- Amphenol was dropped from multiple value-focused Russell indices, including the Russell 1000 Value, 3000 Value, and Top 200 Value benchmarks, as of late June 2025 (Key Developments).
Valuation Changes
Summary of Valuation Changes for Amphenol
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $116.19 to $117.44.
- The Future P/E for Amphenol remained effectively unchanged, moving only marginally from 37.01x to 37.41x.
- The Consensus Revenue Growth forecasts for Amphenol remained effectively unchanged, at 12.7% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.