Amphenol (NYSE:APH) Given New $215.00 Price Target at Truist Financial

Amphenol (NYSE:APH) had its target price raised by stock analysts at Truist Financial from $200.00 to $215.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the electronics maker’s stock. Truist Financial’s target price suggests a potential upside of 37.99% from the company’s current price.

APH has been the topic of a number of other reports. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Finally, UBS Group restated a “buy” rating on shares of Amphenol in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $188.87.

Amphenol Price Performance

NYSE:APH traded up $5.50 on Thursday, reaching $155.81. The stock had a trading volume of 3,838,040 shares, compared to its average volume of 9,622,381. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a market capitalization of $191.68 billion, a P/E ratio of 44.75, a price-to-earnings-growth ratio of 1.23 and a beta of 1.24. Amphenol has a 1-year low of $102.76 and a 1-year high of $178.52. The stock has a fifty day moving average price of $154.34 and a 200-day moving average price of $144.89.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.16. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the business posted $0.81 earnings per share. The company’s revenue was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Research analysts forecast that Amphenol will post 4.87 EPS for the current year.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Amphenol

Large investors have recently made changes to their positions in the company. Purus Wealth Management LLC increased its position in Amphenol by 3.7% in the second quarter. Purus Wealth Management LLC now owns 1,801 shares of the electronics maker’s stock worth $318,000 after purchasing an additional 65 shares during the period. Capital Advisors Inc. OK lifted its position in Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares during the period. LOM Asset Management Ltd boosted its stake in shares of Amphenol by 16.3% in the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares during the last quarter. Sachetta LLC boosted its stake in shares of Amphenol by 14.9% in the 1st quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock valued at $69,000 after purchasing an additional 71 shares during the last quarter. Finally, Seeds Investor LLC grew its position in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after buying an additional 72 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results beat expectations: Amphenol reported adjusted EPS of $1.35, up from $0.81 a year earlier and ahead of the $1.19 consensus estimate. Revenue increased 55% year over year to $8.76 billion, exceeding expectations of $8.26 billion. Amphenol Q2 earnings report
• Positive Sentiment: Upbeat Q3 outlook: Management forecast third-quarter EPS of $1.40–$1.42, well above the $1.26 analyst consensus, and revenue of $9.3–$9.4 billion versus estimates of $8.6 billion. The outlook suggests continued momentum and record order activity. Amphenol Q2 earnings and guidance
• Positive Sentiment: AI and datacom demand are key catalysts: The earnings call highlighted strong demand tied to AI infrastructure and IT datacom, alongside broad organic growth and contributions from acquisitions. These trends are particularly important because Amphenol supplies connectors and related components used in high-performance computing systems. Amphenol earnings call highlights
• Neutral Sentiment: Technical indicators offered additional support, with a reported hammer chart pattern and upward analyst earnings revisions suggesting potential near-term stabilization. However, these signals are less significant than the company’s fundamental results. Amphenol technical analysis
• Negative Sentiment: Broader market risk could limit gains. A sharp oil-price increase linked to renewed U.S.-Iran tensions pressured the Nasdaq and broader equities, creating a less favorable environment for high-valuation growth stocks such as APH, which trades at an elevated earnings multiple. Market selloff and oil-price news

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.