Amphenol (NYSE:APH) Price Target Raised to $185.00

Amphenol (NYSE:APH) had its target price boosted by JPMorgan Chase & Co. from $160.00 to $185.00 in a research note released on Tuesday morning,Benzinga reports. The firm currently has an overweight rating on the electronics maker’s stock.

Several other equities research analysts have also recently issued reports on the stock. Barclays raised shares of Amphenol from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $143.00 to $156.00 in a research note on Monday, January 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Robert W. Baird set a $139.00 price objective on shares of Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Finally, UBS Group restated a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Trading Up 2.6%

APH stock opened at $149.73 on Tuesday. Amphenol has a 12-month low of $56.45 and a 12-month high of $167.04. The business’s 50-day moving average is $141.18 and its 200 day moving average is $127.00. The company has a current ratio of 2.98, a quick ratio of 1.52 and a debt-to-equity ratio of 1.08. The stock has a market cap of $183.28 billion, a price-to-earnings ratio of 44.83, a PEG ratio of 0.87 and a beta of 1.21.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts anticipate that Amphenol will post 2.36 EPS for the current fiscal year.

Insider Buying and Selling at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP David M. Silverman sold 120,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 498,076 shares of company stock worth $70,996,906 in the last ninety days. 1.67% of the stock is owned by insiders.

Hedge Funds Weigh In On Amphenol

Several large investors have recently modified their holdings of APH. Financial Management Professionals Inc. lifted its position in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the last quarter. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol in the 4th quarter valued at approximately $27,000. Alpine Bank Wealth Management acquired a new position in shares of Amphenol in the 3rd quarter worth approximately $30,000. Towne Trust Company N.A acquired a new position in shares of Amphenol in the 4th quarter worth approximately $34,000. Finally, Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat and stronger guidance — Amphenol reported record Q4 sales and adjusted EPS that topped estimates (revenue and EPS beats; FY Q1 guidance above consensus), a fundamental reason investors cite for longer-term upside. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and higher target — Citigroup raised its price target from $175 to $180 and kept a “buy” rating, signaling ~20% upside from current levels and supporting demand. Benzinga article on Citigroup raise
• Positive Sentiment: Technical/short-term buying helped the rebound — a market-technical “power inflow” signal was reported to have lifted shares roughly 7%, contributing to intraday strength. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Earnings call transcript available — the full transcript provides management commentary on drivers (AI/datacom demand, acquisitions) and forward commentary that traders will parse for cadence and risks. Earnings Call Transcript
• Negative Sentiment: Post-earnings sell-off driven by valuation and growth concerns — despite the beat, investors sold into strength citing a rich valuation, worries about sustaining high organic growth (especially data-center exposure) and a possible near-term EPS dip. That pressured the stock sharply after the report. Amphenol Tumbles On Valuation Concerns
• Negative Sentiment: Investor worry about sustainability of data-center-driven surge — coverage notes and market commentary highlight fear that IT/datacom strength may slow, prompting further downside risk if organic growth disappoints. Data Center Vendor Amphenol Slides After Earnings Beat

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.