Yahoo · Oct 6, 2026
Why Amphenol Stock Topped the Market on Tuesday
Two analysts raised their price targets on the electronic components maker.
AP
NASDAQ · APH
Amphenol Corporation
Technology · Hardware, Equipment & Parts
$88.62
Down-$1.07 (-1.21%)
Updated Oct 7, 2026, 9:33 PM
SID Score
5.8/10
Composite research score
Smart Money
59/100
Neutral
- Market cap
- 179.54B
- P/E ratio
- 41.92
- Dividend yield
- 1.03%
- 52-week range
- $76.74 – $178.52
- Volume
- 9.36M
- Avg. volume
- 9.29M
Price performance · APH
APH price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 6, 2026
APH closed at $88.62 after 21 trading sessions, up 8.39% for the selected period.
- Last close
- $88.62
- Period change
- +8.39%
- Period low
- $77.26
- Period high
- $88.62
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 6, 2026 | $88.70 | $89.93 | $88.21 | $88.62 | 9.36M |
| Oct 5, 2026 | $86.75 | $87.70 | $86.61 | $87.27 | 9.55M |
| Oct 2, 2026 | $86.82 | $88.02 | $85.72 | $86.96 | 10.77M |
| Oct 1, 2026 | $85.00 | $87.09 | $83.63 | $85.67 | 11.89M |
| Sep 30, 2026 | $85.445 | $85.81 | $83.83 | $84.30 | 15.84M |
| Sep 29, 2026 | $86.08 | $86.2168 | $83.71 | $84.34 | 10.62M |
| Sep 28, 2026 | $84.16 | $85.71 | $82.52 | $84.62 | 13.94M |
| Sep 25, 2026 | $83.905 | $85.01 | $83.48 | $84.09 | 10.15M |
| Sep 24, 2026 | $80.485 | $83.53 | $80.05 | $83.08 | 11.71M |
| Sep 23, 2026 | $83.38 | $83.40 | $81.375 | $82.19 | 13.01M |
| Sep 22, 2026 | $80.19 | $83.37 | $79.51 | $82.84 | 13.25M |
| Sep 21, 2026 | $79.255 | $81.21 | $78.88 | $80.72 | 11.66M |
| Sep 18, 2026 | $78.33 | $79.30 | $77.4017 | $77.55 | 29.79M |
| Sep 17, 2026 | $78.86 | $79.08 | $77.08 | $78.37 | 8.54M |
| Sep 16, 2026 | $79.02 | $79.02 | $76.74 | $77.26 | 8.9M |
| Sep 15, 2026 | $78.48 | $79.1436 | $77.09 | $77.65 | 8.67M |
| Sep 14, 2026 | $81.20 | $81.60 | $78.36 | $78.55 | 12.21M |
| Sep 11, 2026 | $82.42 | $84.48 | $82.18 | $83.92 | 11.04M |
| Sep 10, 2026 | $80.00 | $80.85 | $79.23 | $80.25 | 13.08M |
| Sep 9, 2026 | $80.98 | $82.28 | $80.8717 | $81.34 | 9.56M |
| Sep 8, 2026 | $83.56 | $84.00 | $81.575 | $81.76 | 10.1M |
Latest APH news
The latest Smart Investors Daily articles mentioning APH.
Stock researchCompany · Overview
Company
Market Activity
Research & News
APH research
Overview
Company profile and research snapshot.
Company profile
Amphenol is a global supplier of connectors, sensors, and interconnect systems. It holds the second-largest connector market share globally and sells into the automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks end markets. Amphenol is diversified geographically, with operations in 40 countries.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $141.40
- Implied upside
- —
- Analysts
- 12
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 6, 2026 | Goldman Sachs | Buy | — |
| Sep 23, 2026 | Bernstein | Outperform | — |
| Sep 22, 2026 | BNP Paribas | Outperform | — |
| Sep 9, 2026 | TD Cowen | Hold | — |
| Sep 8, 2026 | Barclays | Overweight | — |
News briefing
Generated Oct 7, 2026, 9:04 PM
Why Is APH Down Today?
Amphenol Corporation is trading down 1.21% despite positive analyst action and broader market momentum in the connectivity sector. The decline appears to reflect profit-taking following recent strength, even as Goldman Sachs maintains bullish conviction with a raised price target.
Bottom line: Amphenol is caught between bullish analyst support and a market currently fixated on narrow AI plays, resulting in today's modest decline despite fundamentally positive developments. Investors should view this pullback as a potential entry point given Goldman's conviction and the company's diversified exposure, while monitoring whether the AI trade broadens to include critical infrastructure suppliers.
CNBC · Oct 6, 2026
The market is focused on the narrow portion of the AI trade, says Bartlett’s Holly Mazzocca
Bartlett’s Holly Mazzocca joins ‘Closing Bell’ to discuss the latest in the markets.
Benzinga · Oct 6, 2026
Goldman Sachs Maintains Buy on Amphenol, Raises Price Target to $116
Goldman Sachs analyst Mark Delaney maintains Amphenol (NYSE:APH) with a Buy and raises the price target from $102 to $116.
Yahoo · Oct 2, 2026
Will Amphenol (APH) Beat Estimates Again in Its Next Earnings Report?
Amphenol (APH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AI research layers
Interpretive context generated from the platform’s current data sources.
Amphenol Corporation Stock Performance
Amphenol Corporation shares closed at $88.62, reflecting a 6.34% gain over the past month but significant declines over longer timeframes, per SID market data. The stock has fallen 44.98% over the trailing three months and 35.42% over the past year, indicating sustained selling pressure despite the recent short-term bounce. APH currently trades well below both its 50-day moving average of $120.19 and its 200-day moving average of $137.53, according to Massive/Polygon technical data, suggesting the stock remains in a pronounced downtrend. The 14-day relative strength index stands at 84.4, placing APH in overbought territory following its recent recovery. Average daily trading volume registers at approximately 9.29 million shares. Amphenol carries a beta of 1.21, indicating higher volatility relative to the broader market. The company's market capitalization currently stands at approximately $179.5 billion.
Amphenol Corporation Valuation Analysis
Amphenol Corporation trades at a price-to-earnings ratio of 41.92, a premium multiple that reflects elevated investor expectations for growth within the technology sector, according to SID market data. The PEG ratio stands at 3.67, per SEC filings, suggesting that the current earnings multiple exceeds the company's projected earnings growth rate. APH's price-to-book ratio registers at 13.35, indicating the market values the company at more than thirteen times its book value, consistent with asset-light, high-margin connector and sensor businesses. The company offers a dividend yield of approximately 0.51%, providing modest income to shareholders. Despite the stock's substantial pullback of nearly 45% over three months, valuation metrics remain elevated relative to historical norms for the broader technology sector. The combination of a high P/E, elevated PEG, and rich price-to-book ratio positions Amphenol at a premium valuation among diversified electronic component manufacturers.
Smart Money Activity for APH
Amphenol Corporation's composite smart money score stands at 59 out of 100 with a neutral overall signal, according to SID market data. Institutional positioning is the strongest component, registering a perfect 25 out of 25, reflecting robust ownership and conviction from large asset managers per 13F institutional filings. Congressional trading activity scores 19.2 out of 25, suggesting notable interest from members of Congress in APH shares. In contrast, insider sentiment scores a modest 6.2 out of 25, with SEC Form 4 filings revealing 15 insider transactions over the past 90 days, comprising 7 purchases and 8 sales. The near-even split between insider buys and sells presents a mixed directional signal from corporate officers and directors. Dark pool activity registers at 8.5 out of 25, indicating relatively lower off-exchange institutional accumulation. The divergence between strong institutional ownership and tepid insider conviction contributes to the neutral composite reading, warranting close monitoring of subsequent Form 4 disclosures for shifts in sentiment.
Amphenol Corporation Earnings Outlook
Amphenol Corporation has demonstrated a pattern of exceeding consensus expectations in its most recent reported quarters, according to company earnings reports. In the quarter reported on April 29, 2026, APH posted earnings per share of $1.06 against an analyst estimate of $0.95, delivering an upside surprise of $0.11 or approximately 11.6%. The quarter reported on July 29, 2026, showed further outperformance, with actual EPS of $1.35 versus estimates of $1.17, representing a positive surprise of $0.18 or roughly 15.4%. Looking ahead, analyst estimates project EPS of $1.17 for the period with results expected on July 22, 2026, and $0.72 for the quarter scheduled for October 28, 2026. The sequential decline in forward estimates may reflect anticipated seasonal patterns or anticipated macroeconomic headwinds. The consecutive beats underscore Amphenol's operational execution across its diversified interconnect product portfolio.
Wall Street Analyst Ratings for APH
Wall Street consensus on Amphenol Corporation remains broadly constructive, with the majority of recent analyst actions reflecting bullish positioning, per SID consensus data. On October 6, 2026, Goldman Sachs maintained its Buy rating on APH, reaffirming confidence in the company's growth trajectory. Bernstein initiated coverage on September 23, 2026, with an Outperform rating, adding a new bullish voice to the coverage universe, according to Wall Street analyst reports. BNP Paribas maintained its Outperform rating on September 22, 2026, while Barclays reiterated an Overweight rating on September 8, 2026. The sole neutral stance comes from TD Cowen, which maintained its Hold rating on September 9, 2026. Of the five most recent analyst actions, four carry bullish-equivalent ratings while one remains neutral. No analyst has issued a bearish downgrade during this period, suggesting broad institutional confidence in Amphenol's fundamentals despite the stock's significant three-month decline of approximately 45%.
