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Amphenol Corporation Stock Price

NYSE:APH Community·US$194.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 193 Fair Values set on narratives written by author

APH Share Price Performance

US$157.51
56.80 (56.40%)
US$184.78
Fair Value
US$157.51
56.80 (56.40%)
14.8% undervalued intrinsic discount
US$184.78
Fair Value
Price US$157.51
AnalystConsensusTarget US$184.78
AnalystHighTarget US$215.00
AnalystLowTarget US$147.48

APH Community Narratives

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Fair Value US$184.78 14.8% undervalued intrinsic discount

Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons

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Fair Value US$215 26.7% undervalued intrinsic discount

Connected IoT Adoption Will Drive EV And Data Center Expansion

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Fair Value US$147.48 6.8% overvalued intrinsic discount

Global Supply Chain Woes Will Shrink Margins And Raise Costs

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7users have followed this narrative
US$184.78
14.8% undervalued intrinsic discount
Revenue
19.04% p.a.
Profit Margin
20.66%
Future PE
33.32x
Price in 2029
US$238.98
US$147.48
6.8% overvalued intrinsic discount
Revenue
15.15% p.a.
Profit Margin
18.31%
Future PE
33.27x
Price in 2029
US$191.45

Trending Discussion

No trending discussion available.

Updated Narratives

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APH: AI Data Center Demand And CommScope Acquisition Will Support Future Margins

Fair Value: US$184.78 14.8% undervalued intrinsic discount
89 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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APH: AI Data Center Connectivity Expansion Will Drive Future Repricing

Fair Value: US$215 26.7% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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APH: Hybrid Optics And AI Infrastructure Momentum Balance List Removal Risks

Fair Value: US$147.48 6.8% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with reasonable growth potential.

1 Risk
3 Rewards

Amphenol Corporation Key Details

US$25.9b

Revenue

US$16.1b

Cost of Revenue

US$9.8b

Gross Profit

US$5.4b

Other Expenses

US$4.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 29, 2026
3.63
37.92%
17.24%
133.1%
View Full Analysis

About APH

Founded
1932
Employees
170000
CEO
Richard Norwitt
WebsiteView website
www.amphenol.com

Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; and other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, commercial aerospace, communications networks, defense, industrial, information technology and data communications, mobile devices markets. Additionally, the company provides telecommunication and IT networking solutions. The company was founded in 1932 and is headquartered in Wallingford, Connecticut.

Recent APH News & Updates

Seeking Alpha 14h

Amphenol: Great Growth Story With Realistic Path Ahead (Rating Upgrade)

Summary Amphenol Corporation is upgraded to a buy, driven by robust organic growth, disciplined acquisitions, and expanding margins. APH’s Q1 revenue hit a record $7.62 billion, fueled by 33% organic growth and the CCS acquisition, with EBITDA tripling over three years. Non-GAAP operating margin reached 27.3%, and further margin expansion is expected as CCS integration matures and synergies materialize. While APH trades at a premium (P/E ~43x), accelerating earnings and secular tailwinds increasingly justify the valuation, supporting durable long-term growth. Read the full article on Seeking Alpha
Narrative Update Jul 13

APH: AI Data Center Demand And CommScope Acquisition Will Support Future Margins

Analysts have lifted the Amphenol fair value estimate by about $6 to $184.78. This reflects revised assumptions around revenue growth, margins, and future P/E that are broadly consistent with the series of higher Street price targets in recent Q2 earnings previews.
Narrative Update Jun 29

APH: AI Data Center Connectivity Expansion Will Drive Future Repricing

The analyst price target for Amphenol has been raised by about $9.76 to $215.00, with analysts citing updated estimates that reflect higher modeled revenue growth, wider profit margins and ongoing confidence in the company’s AI related content exposure. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts adjusting price targets higher and reaffirming positive views on the stock.

Recent updates

No updates