Amphenol (NYSE:APH) 株価情報

Amphenol

Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

Amphenol Corp

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JP Morgan analyst Samik Chatterjee maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Overweight and lowers the price target from $90 to $85.

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Price Target

Analyst Ratings

JP Morgan Maintains Overweight on Amphenol, Lowers Price Target to $85

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 6.41% on an annualized basis producing an average annual return of 16.29%. Currently, Amphenol has a market capitalization of $79.64 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 10 years ago, it would be worth $450.10 today based on a price of $65.76 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744759813_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

Citigroup analyst Asiya Merchant maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $89 to $75.

Citigroup Maintains Buy on Amphenol, Lowers Price Target to $75

UBS analyst Chris Snyder maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $90 to $78.

UBS Maintains Buy on Amphenol, Lowers Price Target to $78

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has been analyzed by 7 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Amphenol, revealing an average target of $87.0, a high estimate of $102.00, and a low estimate of $72.00. This current average reflects an increase of 4.28% from the previous average price target of $83.43. 
<img src="https://www.benzinga.com/files/images/story/2025/1744308041_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of Amphenol's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Mark Delaney &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $72.00&#x7C;$89.00 &#x7C; 
&#x7C;William Stein &#x7C;Truist Securities &#x7C;Raises &#x7C;Buy &#x7C; $102.00&#x7C;$90.00 &#x7C; 
&#x7C;Mark Delaney &#x7C;Goldman Sachs &#x7C;Raises &#x7C;Buy &#x7C; $89.00&#x7C;$79.00 &#x7C; 
&#x7C;Wamsi Mohan &#x7C;B of A Securities &#x7C;Raises &#x7C;Neutral &#x7C; $85.00&#x7C;$75.00 &#x7C; 
&#x7C;Luke Junk &#x7C;Baird &#x7C;Raises &#x7C;Outperform &#x7C; $89.00&#x7C;$85.00 &#x7C; 
&#x7C;Samik Chatterjee &#x7C;JP Morgan &#x7C;Raises &#x7C;Overweight &#x7C; $90.00&#x7C;$85.00 &#x7C; 
&#x7C;Asiya Merchant &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $82.00&#x7C;$81.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Amphenol. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Amphenol compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Amphenol's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Amphenol's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/APH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Amphenol analyst ratings.</a>
<h2>Delving into Amphenol's Background</h2>
Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.
<h3>Amphenol's Financial Performance</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Revenue Growth: Amphenol displayed positive results in 3M. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 29.76%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Amphenol's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 17.28% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 7.75%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Amphenol's ROA excels beyond industry benchmarks, reaching 3.64%. This signifies efficient management of assets and strong financial health.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.7, caution is advised due to increased financial risk.
<h2>The Significance of Analyst Ratings Explained</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Amphenol Stands With Analysts

Goldman Sachs analyst Mark Delaney maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $89 to $72.

Goldman Sachs Maintains Buy on Amphenol, Lowers Price Target to $72

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Shares of electronics and communication equipment stocks are trading lower amid overall tech weakness as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of broader tech companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

In the current market session, Amphenol Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) share price is at $62.66, after a 2.89% spike. Moreover, over the past month, the stock fell by 3.52%, but in the past year, went up by 3.64%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1744142427_0.png" alt="Past Year Chart" />

<h3>Amphenol P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Amphenol has a lower P/E than the aggregate P/E of 36.46 of the Electronic Equipment, Instruments &amp; Components industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1744142427_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Markets

Price Over Earnings Overview: Amphenol

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Shares of companies within the broader tech sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 5.93% on an annualized basis producing an average annual return of 16.57%. Currently, Amphenol has a market capitalization of $80.73 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 10 years ago, it would be worth $4,624.20 today based on a price of $66.66 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742597110_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 10 Years

All eyes are on NVIDIA Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025. <a href="https://www.benzinga.com/topic/jensen-huang">CEO Jensen Huang</a> is set to unveil what's next <a href="https://www.benzinga.com/topic/artificial-intelligence">in AI hardware</a>.
JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain.
<h1 class="wp-block-heading">Blackwell Ultra: On Track, But Skepticism Remains</h1>
Chatterjee expects "Blackwell Ultra ramp remains on track for the second half of the year" — a crucial milestone for Nvidia suppliers. Investors are "likely to be taken as a positive" only if Nvidia reaffirms its aggressive innovation cycle. 
The Rubin platform, expected in 2026, will also be in focus, though "specificity on timing" may be lacking.
Among the potential winners? 
Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) are all poised to benefit from Nvidia's hardware evolution.
Read Also: <a href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst">GTC 2025 Could Reignite Nvidia&#8217;s Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst</a>
<h1 class="wp-block-heading">How Dell, Super Micro Stand To Gain</h1>
The next-gen chips will push power and thermal limits. Blackwell Ultra and Rubin will demand "independent power racks (300-700 kW per rack)" and more liquid cooling. This should benefit Dell and Super Micro. 
At the GTC 2025, one may also expect heightened interest in "increasing GPU density" and rising thermal design power levels: 1.2 kW for Blackwell, 1.4 kW for Blackwell Ultra and 1.8 kW for Rubin.
<h1 class="wp-block-heading">Copper Vs. Optics: Amphenol, Coherent, Fabrinet Likely Winners</h1>
Networking firms will be under the microscope as rack density rises from 36 to 72 to 144 GPUs. While optics adoption is a concern, "connectivity within the rack to be dominated by copper" is good news for Amphenol. 
Optical transceiver suppliers like Coherent and Fabrinet are positioned well as "resilient transceiver ASPs" hold steady amid short innovation cycles.
<h1 class="wp-block-heading">Investor Sentiment: AI Capex Uncertainty Looms</h1>
While GTC may not settle broader AI capex concerns, it could "primarily change sentiment" on key AI supply chain stocks. Amphenol, with its passive copper exposure, and optical transceiver names like Fabrinet, Lumentum and Coherent will be in the spotlight.
With Nvidia's GTC just weeks away, the stakes are high. For hardware and networking stocks, the AI boom is far from over. Investors will be tuning in to see who rides the next wave.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44360400/legendary-trader-says-tesla-nvidia-apple-shares-are-ready-to-rally-i-see-what-i-like-to-see">Legendary Trader Says Tesla, Nvidia, Apple Shares Are Ready To Rally: &#8216;I See What I Like To See&#8217;</a></li>
</ul>

Analyst Color

Long Ideas

Events

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Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro

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Credo Files AEC Patent Infringement Complaint Against Amphenol, Molex, TE Connectivity And Volex; Co. Asks FTC To Investigate And Block Importation Of Products That Infringe Co.'s Patents Related To Active Electrical Cables

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Shares of companies within the broader technology sector are trading higher amid a rebound from weakness earlier this week. The sector may be seeing a boost following softer-than-expected February inflation figures.

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

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Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 20 years by 9.35% on an annualized basis producing an average annual return of 17.5%. Currently, Amphenol has a market capitalization of $76.36 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 20 years ago, it would be worth $2,505.71 today based on a price of $63.05 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741123811_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 20 Years

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Shares of companies in the broader tech sector are trading lower amid overall market uncertainty after President Trump confirmed March 4 tariffs.

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