$APH

UBS analyst Joseph Spak maintained a 'Buy' rating for Amphenol (APH) and raised the price target to $105.00 from $99.00, citing growth potential in technology sectors. GuruFocus estimates APH is 7.5% overvalued with a GF Value of $81.46, while insider activity shows significant selling. The company has a GF Score of 96/100, indicating strong performance in profitability and growth.

UBS raised its price target for Amphenol Corporation to $105 from $99 while maintaining a buy rating. The company recently announced executive changes effective January 1, 2027. Amphenol's stock has seen a 5.07% increase year-to-date and a 31.15% rise over the past year.

Amphenol (NYSE: APH) shares rose 1.6% on Tuesday, outperforming the S&P 500, after two analysts raised their price targets. Goldman Sachs increased its target to $116, while Baird raised it to $105. Both maintained buy ratings, citing Amphenol's role in supplying components for AI data centers.

Amphenol announced Luc Walter will become Senior Vice President, Strategic Programs on January 1, 2027, after 43 years with the company. Ryan Fisher, currently Group General Manager of the North American Military Group, will succeed Walter as President of the Harsh Environment Solutions Division on the same date.

AMPHENOL CORP /DE/ (APH) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 1, 2026, Amphenol Corporation (the “Company”) notified its management team that after 43 years with the Company,

Analysts updated ratings and price targets for several companies. Nike (NKE) was downgraded to sell with a target reduced to $27.50. AMD (AMD) was upgraded with a target raised to $705. Other notable changes include Intel (INTC) raised to $114, Meta (META) to $1,000, and Valero (VLO) to $441.

Amphenol (APH) reported strong earnings, beating expectations with record adjusted EPS and guidance above estimates, driven by AI data center demand. The company's share price has risen 8.65% in the past month and 24.49% year to date, with a total shareholder return of 43.29% over the past year. The acquisition of CommScope's Connectivity and Cable Solutions business is expected to add significant fiber optic interconnect capability.

Amphenol (APH), a maker of connectors and sensors, is near record highs, up 27.9% year-to-date. Q2 sales rose 55% YoY to $8.8B, with orders at $10.7B, a 1.23 book-to-bill ratio. CEO Adam Norwitt emphasizes interconnect's role in AI. APH trades at 26.4x forward earnings, with a 28.1% operating margin. It's outperformed peers recently, with a third-quarter sales growth forecast of 50-52%.

TTM Technologies (TTMI) stock fell 6% post-earnings, trading at $123.42. Amphenol (APH) reported $8.76B revenue, up 55% YoY, beating estimates, and its stock rose 17.3%. Rogers (ROG) saw $216.8M revenue, up 6.9%, but missed EPS estimates; its stock rose 29.9%. Plexus (PLXS) reported $1.3B revenue, up 28.1%, beating estimates, and its stock rose 8.6%. Jabil (JBL) reported $10.62B revenue, up 28.6%, beating estimates, but its stock fell 9.2%.

Argus raised its price target for Amphenol Corporation (APH) to $96.00. The company is a global supplier of connectors, sensors, and interconnect systems.