$APH

Amphenol (APH) trades at a 27.17X forward P/E, above its sector and peers, with a 24.2% YTD return. Its IT datacom sales surged 89% YoY due to AI demand. The company raised its 2026 CommScope outlook, expecting $4.6B in sales and 30 cents per share in earnings. APH's diversified end markets and strong cash generation support growth and acquisitions. The stock's premium valuation is justified by its growth prospects and execution capabilities.

Citi analyst Asiya Merchant initiated a 90-day catalyst watch on Amphenol Corp (APH), maintaining a Buy rating with a $105 target price. The firm cited benefits from AI and data center investments. APH is trading at $83.92, 5.7% above its GF Value™ of $79.43, indicating slight overvaluation. The company has a GF Score™ of 97/100, reflecting strong profitability and growth. Insider activity shows net selling over the past 12 months.

Analysts updated ratings and price targets for several companies. Amgen (AMGN) was downgraded to market perform with a $450 target. Equifax (EFX) was upgraded to outperform with a raised target to $245. Lockheed Martin (LMT) was upgraded to buy with a target raised to $674. Other companies include Eaton (ETN), Marvell (MRVL), Sensata (ST), Synopsys (SNPS), Amphenol (APH), Cdw (CDW), Jabil (JBL), Marathon Petroleum (MPC), Phillips 66 (PSX), and Valero Energy (VLO).

Amphenol announced a two-for-one stock split, a top Zacks earnings rating, and potential involvement in Apple's foldable iPhone Ultra. The company projects $50.7B revenue and $10.8B earnings by 2029, with analysts offering varied forecasts. The stock split aims to broaden investor access and highlight earnings potential, while risks include trade barriers and demand normalization.

Amphenol (APH) stock is down 18.3% from its 52-week high but up 46.5% over the past year, outperforming the Dow. Q2 2026 revenue rose 55% to $8.8B, beating estimates. Analysts rate it a 'Strong Buy' with a $200.50 price target. APH trades above its 200-day but below its 50-day moving average.

Amphenol approved a 2-for-1 stock split, with a record date of August 17, 2026. The Q3 2026 dividend was adjusted to $0.125 per share post-split, payable on October 14, 2026 to shareholders of record on September 22, 2026.

Citi highlighted potential supply chain winners ahead of Apple's iPhone 18 launch, expected on September 9. The lineup includes a foldable iPhone Ultra priced above $2,000, with major hardware upgrades. Suppliers like Lens Tech and TSMC may benefit, though initial component supply could be tight. Apple's shares were trading at $328.21.

Amphenol (APH) reported strong Q2 earnings, with net sales up 55% YoY to $8.76B, beating estimates. Growth was driven by AI, IT datacom, and acquisitions. Adjusted EPS rose 67% YoY to $1.35. The company expects Q3 sales of $9.3B-$9.4B and adjusted EPS of $1.40-$1.42. APH stock has gained 50% over the past year and 21% YTD, with a market cap of $195B.

Amphenol (APH) rose 3.2% today, driven by anticipation of a 2-for-1 stock split on September 2, 2026, and a price target increase to $165 from a major brokerage. The company reported record Q2 2026 results, with strong sales, earnings, and orders, supported by AI and data-center demand.

Amphenol (APH) and Dell (DELL) have been top performers in Josh Brown's stock list. APH reported record sales and earnings, with a 2-for-1 stock split upcoming. DELL has seen significant growth, with a 268% year-to-date increase. Both stocks are undergoing technical analysis for risk management.