Amphenol Corporation (APH) Presents at Citi's 2026 Global TMT Conference Transcript
Amphenol Corporation (APH) Presents at Citi's 2026 Global TMT Conference Transcript
APH - Amphenol Corporation
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$175.67
DETAILS
HIGH:
$215.00
LOW:
$100.00
MEDIAN:
$187.00
CONSENSUS:
$175.67
UPSIDE:
115.97%
Stock News
Amphenol: Priced At A Premium For A Reason
Amphenol is rated a BUY, driven by exceptional 55% revenue growth and expanding margins, with Q2 2026 revenue reaching $8.76 billion. APH's premium valuation is justified by superior organic growth, durable operational leverage, and consistent earnings outperformance compared to peers. Order book strength ($10.7 billion) and multi-year AI infrastructure demand underpin sustainable future revenue growth, supporting continued upward repricing potential.
Amphenol: Keep A Close Eye On Fed Rate Hikes Amid The Scorching AI Race
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.
Amphenol (APH) Upgraded to Strong Buy: Here's Why
Amphenol (APH) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Are Computer and Technology Stocks Lagging Amphenol (APH) This Year?
Here is how Amphenol (APH) and Advanced Energy Industries (AEIS) have performed compared to their sector so far this year.
Amphenol (APH) Up 1% Since Last Earnings Report: Can It Continue?
Amphenol (APH) reported earnings 30 days ago. What's next for the stock?
Amphenol (APH) Recently Broke Out Above the 50-Day Moving Average
Amphenol (APH) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, APH broke out above the 50-day moving average, suggesting a short-term bullish trend.
APH's Communications Growth Surges: Can Rivals Dent Its Momentum?
Amphenol's Communications Solutions growth is surging as AI datacom demand and acquisitions fuel gains, even as TE Connectivity and Bel Fuse intensify competition.
Is APH Overvalued? DCF Says Worth $100
On August 24, 2026, we conducted a DCF analysis for Amphenol Corp (APH) amidst a backdrop of mixed price performance. The stock has seen a year-to-date increase
3 Reasons Growth Investors Will Love Amphenol (APH)
Amphenol (APH) possesses solid growth attributes, which could help it handily outperform the market.
MRVL vs. APH: Which AI Connectivity Stock is a Better Buy Now?
Marvell Technology's AI-driven connectivity growth outpaces Amphenol, but its premium valuation makes APH the safer bet for now.
Does Amphenol (APH) Have the Potential to Rally 25.65% as Wall Street Analysts Expect?
The consensus price target hints at a 25.7% upside potential for Amphenol (APH). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
APH DCF Analysis: Intrinsic Value $100 vs Price $167
On August 17, 2026, we conducted a DCF analysis for Amphenol Corp (APH) amidst its notable price performance, which includes a year-to-date increase of 24.1% an
Amphenol's AI Interconnect Opportunity Broadens: What's Next?
APH is broadening its AI interconnect opportunity as rising bandwidth, optical adoption and power needs drive data-center demand.
Fidelity’s Contrafund, FCNTX, Bet Against the Crowd and Got Enormous Doing It
Fidelity Contrafund built a legendary reputation by zigging while Wall Street zagged, but managing $157.8 billion forces some uncomfortable questions about whether a fund this massive can still bet against the crowd without becoming it.
Amphenol Trades Close to 52-Week High: Should You Still Buy the Stock?
APH's AI-driven demand, diversified markets, strong orders and acquisition gains support growth, though shares trade at a premium valuation.
5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease
Dividend-growth stocks like Dell Technologies, Taiwan Semiconductor and three others offer income, growth and resilience as rate hike concerns ease.
Allspring Growth Fund Q2 2026 Performance Update
Allspring Growth Fund outperformed the Russell 3000 Growth Index during the quarter. Sandisk Corp. is riding the AI storage super-cycle. Shares of Cencora could not distribute in a 'risk-on' market.
Amphenol Announces Two-for-One Stock Split and Third Quarter 2026 Dividend
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced that at its meeting held on August 5, 2026, the Company's Board of Directors approved a two-for-one stock split to be paid in the form of a stock dividend. Each Amphenol shareholder of record at the close of business on August 17, 2026 will receive one additional share for every share held on the record date. Amphenol expects the additional shares will be distributed on September 2, 2026. Following the two-for.
Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On
Astera Labs (NASDAQ: ALAB | ALAB Price Prediction) and Amphenol (NYSE: APH) delivered earnings reflecting the same thesis: sell the picks and shovels of AI rack-scale density.
Price Targets
Amphenol price target adjusted to $100 from $200 at Barclays
$100.00
(was $82.78)
Guy Hardwick
·
Barclays
Amphenol price target raised to $197 from $185 at UBS
$197.00
(was $155.61)
Joseph Spak
·
UBS
Amphenol price target raised to $200 from $198 at Barclays
$200.00
(was $159.06)
Guy Hardwick
·
Barclays
Amphenol price target raised to $185 from $178 at UBS
$185.00
(was $164.16)
UBS
Amphenol price target raised to $198 from $180 at Barclays
$198.00
(was $138.81)
Barclays
Amphenol price target raised to $180 from $175 at Barclays
$180.00
(was $142.30)
Barclays
Amphenol price target raised to $215 from $210 at Seaport Research
$215.00
(was $146.37)
Seaport Global
Amphenol price target raised to $178 from $170 at UBS
$178.00
(was $144.02)
Joseph Spak
·
UBS
Amphenol price target raised to $200 from $182 at Truist
$200.00
(was $148.38)
Truist Financial
Amphenol price target raised to $177 from $167 at Baird
$177.00
(was $148.38)
Luke Junk
·
Robert W. Baird
Amphenol price target lowered to $170 from $174 at UBS
$170.00
(was $145.27)
UBS
Evercore ISI Removes Amphenol (APH) from TAP Outperform List
$165.00
(was $135.19)
Piper Sandler
Amphenol price target raised to $210 from $200 at Seaport Research
$210.00
(was $149.53)
Seaport Global
Amphenol price target raised to $175 from $156 at Barclays
$175.00
(was $145.96)
Guy Hardwick
·
Barclays
Amphenol price target raised to $165 from $150 at Evercore ISI
$165.00
(was $152.54)
Evercore ISI
Amphenol price target raised to $183 from $165 at Goldman Sachs
$183.00
(was $146.75)
Goldman Sachs
Amphenol price target raised to $174 from $152 at UBS
$174.00
(was $148.97)
UBS
Amphenol price target raised to $182 from $180 at Truist
$182.00
(was $144.16)
Truist Financial
Amphenol upgraded to Overweight from Equal Weight at Barclays
$156.00
(was $140.16)
Barclays
Amphenol price target raised to $165 from $150 at Fox Advisors
$165.00
(was $140.14)
Steven Fox
·
US Capital Advisors