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Amphenol Corporation Stock Price

NYSE:APH Community·US$201.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 241 Fair Values set on narratives written by author
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APH Share Price Performance

US$81.34
21.80 (36.60%)
​
US$99.12
Fair Value
US$81.34
21.80 (36.60%)
17.9% undervalued intrinsic discount
US$99.12
Fair Value
Price US$81.34
AnalystConsensusTarget US$99.12
AnalystHighTarget US$215.00
AnalystLowTarget US$147.48
Mon, 7 Sep 26
Fair ValueUS$99.12
Share Pricen/a

APH Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$99.12 17.9% undervalued intrinsic discount

Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons

1users have liked this narrative
0users have commented on this narrative
109users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$215 62.2% undervalued intrinsic discount

Connected IoT Adoption Will Drive EV And Data Center Expansion

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$147.48 44.8% undervalued intrinsic discount

Global Supply Chain Woes Will Shrink Margins And Raise Costs

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
APH logo
Amphenol
17.9% undervalued intrinsic discount
Updated

Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
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APH logo
Amphenol
62.2% undervalued intrinsic discount

Connected IoT Adoption Will Drive EV And Data Center Expansion

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AN
AnalystHighTarget
AnalystHighTarget
Updated 29 Jun
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APH logo
Amphenol
44.8% undervalued intrinsic discount

Global Supply Chain Woes Will Shrink Margins And Raise Costs

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
APH logo

APH: AI Infrastructure And Industrial Recovery Will Drive Future Upside

Fair Value: US$99.12 17.9% undervalued intrinsic discount
109 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
APH logo

APH: AI Data Center Connectivity Expansion Will Drive Future Repricing

Fair Value: US$215 62.2% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
APH logo

APH: Hybrid Optics And AI Infrastructure Momentum Balance List Removal Risks

Fair Value: US$147.48 44.8% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record with reasonable growth potential.

1 Risk
4 Rewards
View Full Analysis

Amphenol Corporation Key Details

US$29.0b

Revenue

US$17.7b

Cost of Revenue

US$11.3b

Gross Profit

US$6.2b

Other Expenses

US$5.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 28, 2026
2.09
38.95%
17.73%
120.4%
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 • 22h

Amphenol: Keep A Close Eye On Fed Rate Hikes Amid The Scorching AI Race

Summary Amphenol Corporation (APH) is downgraded to Hold due to vulnerability to a potential AI data center slowdown and possible Fed rate hikes. APH's high valuation is justified by robust growth—YOY revenue up nearly 55% and levered free cash flow up 112%—but depends on sustained AI demand. Rising interest rates and a backlog of idle data centers could moderate AI infrastructure buildout, posing near-term risks to APH's profitability. I remain an AI bull, but prefer Alphabet over APH for now; clarity on Fed policy and AI sector momentum could quickly shift APH back to Buy. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 07

APH: AI Infrastructure And Industrial Recovery Will Drive Future Upside

Amphenol's updated analyst price target moves higher toward the recent Street range around $175 to $200, as analysts highlight a Q2 setup they see as supportive for higher estimates, a recovering industrial technology sector, and ongoing interest in networking and AI related demand. Analyst Commentary Recent research on Amphenol clusters around a tighter price target range and a Q2 earnings setup that bullish analysts see as supportive for higher Street estimates.

Recent updates

No updates

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