AMPHENOL CORP /DE/
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No SEC Form 4 filings for $APH in the last 30 days.
See all $APH insider activity →SpaceX plans to increase AI infrastructure computing capacity by 10 gigawatts next year, potentially reaching 20 gigawatts. Nvidia (NVDA) is expected to benefit significantly, with a potential $400B revenue boost. Other companies like SK Hynix (SKHY), Vertiv (VRT), Amphenol (APH), and Taiwan Semiconductor (TSM) may also gain from this expansion.
Amphenol Corporation reports Q3 earnings Wednesday, with analysts expecting $0.72 EPS on $9.44B revenue, up 55% and 53% YoY. The stock, down 16% from its 52-week high, has a Strong Buy rating and $102.97 avg. price target. Investors focus on AI-driven growth, CommScope acquisition, and diversification beyond AI. APH trades at a 26x forward P/E, above historical norms.
Burke Wealth Management's Q3 2026 investor letter highlights Amphenol (APH) as a key holding, citing its exposure to AI data centers and other industrial markets. The fund's strategy outperformed the S&P 500, with a 10.8% quarterly return. Amphenol's stock has fluctuated between $59.01 and $89.93 over the past year, closing at $74.09 on October 23, 2026, with a market cap of $187.60 billion.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning APH (AMPHENOL CORP /DE/). Coverage has skewed bullish: 2 bullish, 2 neutral, and 1 bearish.
Recent APH coverage spans financial news, earnings and market movers.
Positive outlook from being a noted supplier.
Amphenol may see heightened volatility around the earnings release; a beat could lift the stock, a miss could trigger further decline.
No fresh catalyst; the mention reiterates known exposure and past price data.
Analyst reiteration may provide modest upside pressure.
The sharp sell‑off suggests heightened short‑term pressure with no clear catalyst.
AlphAI scores every news story that mentions APH with an AI model for sentiment and relevance, and aggregates insider trades from AMPHENOL CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
SpaceX plans to increase AI infrastructure computing capacity by 10 gigawatts next year, potentially reaching 20 gigawatts. Nvidia (NVDA) is expected to benefit significantly, with a potential $400B revenue boost. Other companies like SK Hynix (SKHY), Vertiv (VRT), Amphenol (APH), and Taiwan Semiconductor (TSM) may also gain from this expansion.
3 min readAmphenol Corporation reports Q3 earnings Wednesday, with analysts expecting $0.72 EPS on $9.44B revenue, up 55% and 53% YoY. The stock, down 16% from its 52-week high, has a Strong Buy rating and $102.97 avg. price target. Investors focus on AI-driven growth, CommScope acquisition, and diversification beyond AI. APH trades at a 26x forward P/E, above historical norms.
2 min readBurke Wealth Management's Q3 2026 investor letter highlights Amphenol (APH) as a key holding, citing its exposure to AI data centers and other industrial markets. The fund's strategy outperformed the S&P 500, with a 10.8% quarterly return. Amphenol's stock has fluctuated between $59.01 and $89.93 over the past year, closing at $74.09 on October 23, 2026, with a market cap of $187.60 billion.
1 min readEvercore ISI reiterated an Outperform rating and $100 price target for Amphenol (APH), citing strong AI-driven growth and segment strength. The company reported 54% revenue growth over the last year and beat Q2 earnings estimates. Analysts expect continued sales growth, with a PEG ratio of 0.6 suggesting reasonable valuation. Amphenol raised its 2026 revenue expectations for its CCS segment to $4.6 billion. Consensus estimates for Q3 and Q4 revenue are $9.41B and $9.72B, respectively.
2 min readAmphenol (APH) shares fell 6.5% to around $72.40, erasing $12 billion in market cap. The stock, not known for large swings, saw persistent selling, with $72 as a key support level.
1 min readErste Group initiated coverage on Amphenol (NYSE:APH) with a buy rating, citing strong demand, a 1.23 book-to-bill ratio, and 54% revenue growth. The company raised its Q3 revenue forecast to 51% YoY growth. Amphenol's Q2 2026 earnings beat estimates with $1.35 EPS and $8.8B revenue, up 55% YoY. Bernstein SocGen set a $99 price target, highlighting its market position.
2 min readCapital Group Core Equity ETF (CGUS) reported trades on Oct. 15, 2026, including new positions in Medline (MDLN) with $28.2M and additions to Amphenol (APH) and BlackRock (BLK). It sold Apollo Global (APO) and CVS Health (CVS) for $35.8M and $33.4M, respectively. CGUS manages $12.34B in assets with top holdings in Microsoft and NVIDIA.
2 min readGuinness Sustainable Energy Fund's Q3 2026 report noted a challenging quarter for renewable-energy stocks, with the fund declining 8.1%. Despite this, they remain optimistic about long-term fundamentals, citing cost declines in wind and solar electricity. The fund highlighted Amphenol Corporation (APH), reporting record orders of $10.7bn and raised earnings guidance, with shares trading at $82.69 and a market cap of $200.01bn.
1 min readVertiv (VRT) and Amphenol (APH) are key players in AI and data center infrastructure. VRT reported 24% YOY sales growth in Q2 2026, with strong margins and acquisitions boosting its portfolio. APH saw 89% YOY growth in IT datacom sales, driven by AI demand. Both expect strong Q3 2026 performance, with APH forecasting 50-52% YOY revenue growth. VRT trades at 19.2X P/B, while APH trades at 13.57X P/B.
6 min readAnalysts maintain a bullish outlook on Amphenol (APH) with a 'Strong Buy' consensus rating. The average price target of $102.42 implies a 17.4% upside from current levels. This sentiment has strengthened over the past three months.
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