Amphenol (NYSE:APH) Rating Increased to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Amphenol to “Buy” from “Hold,” joining a broadly positive analyst consensus with an average rating of Buy and an average price target of $191.67.
• Amphenol reported strong quarterly results, with earnings per share of $1.35 beating estimates by $0.16 and revenue rising 55% year over year to $8.76 billion. The company issued third-quarter 2026 EPS guidance of $1.40–$1.42.
• The stock was trading at $169.17 and is scheduled for a 2-for-1 split on September 3; insiders have sold more than $172 million of shares over the past 90 days.

Amphenol (NYSE:APH - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research note issued to investors on Saturday.

A number of other equities analysts also recently commented on APH. Robert W. Baird raised their price objective on Amphenol from $177.00 to $190.00 and gave the stock an "outperform" rating in a report on Monday, July 13th. Truist Financial boosted their target price on Amphenol from $200.00 to $215.00 and gave the stock a "buy" rating in a report on Thursday, July 30th. UBS Group reissued a "buy" rating and set a $197.00 target price (up from $185.00) on shares of Amphenol in a research report on Thursday, July 30th. Zacks Research raised shares of Amphenol from a "hold" rating to a "strong-buy" rating in a research report on Friday, July 17th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. One investment 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 company. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average target price of $191.67.

Amphenol Trading Down 0.8%

APH stock opened at $169.17 on Friday. The company has a market cap of $208.58 billion, a price-to-earnings ratio of 42.40, a PEG ratio of 1.35 and a beta of 1.24. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. The business has a fifty day simple moving average of $158.40 and a 200-day simple moving average of $145.82. Amphenol has a 52 week low of $104.71 and a 52 week high of $178.52.

Shares of Amphenol are set to split on Thursday, September 3rd. The 2-1 split was announced on Thursday, August 6th. The newly created shares will be issued to shareholders after the closing bell on Wednesday, September 2nd.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating analysts' consensus estimates of $1.19 by $0.16. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The firm had revenue of $8.76 billion for the quarter, compared to analysts' expectations of $8.26 billion. During the same quarter last year, the firm earned $0.81 earnings per share. The firm's revenue for the quarter was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, equities research analysts expect that Amphenol will post 5.25 EPS for the current year.

Insiders Place Their Bets

In other news, EVP David M. Silverman sold 120,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $174.24, for a total transaction of $20,908,800.00. Following the completion of the sale, the executive vice president owned 15,672 shares of the company's stock, valued at approximately $2,730,689.28. This trade represents a 88.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Craig A. Lampo sold 193,200 shares of Amphenol stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $167.31, for a total transaction of $32,324,292.00. Following the completion of the sale, the chief financial officer owned 90,665 shares of the company's stock, valued at approximately $15,169,161.15. This trade represents a 68.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,049,304 shares of company stock valued at $172,316,688 over the last 90 days. 1.42% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Purus Wealth Management LLC lifted its stake 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 acquiring an additional 65 shares during the period. LOM Asset Management Ltd boosted its holdings in Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker's stock valued at $68,000 after acquiring an additional 70 shares in the last quarter. Sachetta LLC increased its position in Amphenol by 14.9% during 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 period. Seeds Investor LLC raised its holdings in Amphenol by 4.0% in the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker's stock worth $255,000 after purchasing an additional 72 shares in the last quarter. Finally, Ferguson Wellman Capital Management Inc. raised its holdings in Amphenol by 3.8% in the 1st quarter. Ferguson Wellman Capital Management Inc. now owns 1,980 shares of the electronics maker's stock worth $250,000 after purchasing an additional 72 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Company Profile

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.

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