Yahoo · Sep 18, 2026
APH's AI Datacom Strength Grows: Can It Challenge TEL & MRVL?
Amphenol's AI datacom strength, broad interconnect portfolio and CommScope deal bolster its position against TE Connectivity and Marvell Technology.
AP
NASDAQ · APH
Amphenol Corporation
Technology · Hardware, Equipment & Parts
$77.55
Down-$0.82 (-1.05%)
Updated Sep 20, 2026, 11:09 AM
SID Score
5.2/10
Composite research score
Smart Money
55/100
Neutral
- Market cap
- 179.54B
- P/E ratio
- 41.92
- Dividend yield
- 1.17%
- 52-week range
- $76.74 – $178.52
- Volume
- 29.79M
- Avg. volume
- 9.29M
Price performance
APH price history
1M range · 0 trading sessions · Daily adjusted prices
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Latest APH news
The latest Smart Investors Daily articles mentioning APH.
Stock researchCompany · Overview
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
- 11
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 9, 2026 | TD Cowen | Hold | — |
| Sep 8, 2026 | Barclays | Overweight | — |
| Jul 30, 2026 | Truist Securities | Buy | — |
| Jul 30, 2026 | BNP Paribas | Outperform | — |
| Jul 30, 2026 | Citigroup | Buy | — |
News briefing
Generated Sep 19, 2026, 9:05 PM
Why Is APH Down Today?
Amphenol Corporation shares declined 1.05% today despite broadly positive analyst sentiment and growing recognition of its AI datacom strength. The modest pullback appears to be a minor correction rather than a response to negative fundamentals, as multiple bullish catalysts remain in focus for the connector and cable solutions provider.
Bottom line: Amphenol's modest one-day decline appears tactical rather than fundamental, as the company continues to benefit from structural AI and datacom tailwinds with analyst price targets suggesting meaningful upside ahead. Investors should monitor competitive dynamics with Vertiv and execution on AI infrastructure demand, while the broader thesis remains intact for this large-cap infrastructure play.
Yahoo · Sep 18, 2026
Best Momentum Stocks to Buy for September 18th
PDEX, APH and RELY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 18th, 2026.
Yahoo · Sep 18, 2026
Wall Street Analysts Believe Amphenol (APH) Could Rally 27.8%: Here's is How to Trade
The consensus price target hints at a 27.8% upside potential for Amphenol (APH). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Yahoo · Sep 18, 2026
3 Large-Cap Stocks for Long-Term Investors
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
AI research layers
Interpretive context generated from the platform’s current data sources.
Amphenol Corporation Stock Performance
Amphenol Corporation shares have experienced significant downward pressure across all measured timeframes, per SID market data. The stock currently trades at $77.55, representing a steep 50.3% decline over the past month and a 52.7% loss over the trailing three months. On a one-year basis, APH has shed approximately 40.0% of its value. The stock is trading well below both its 50-day moving average of $135.88 and its 200-day moving average of $141.30, indicating sustained bearish momentum according to Massive/Polygon technical data. The 14-day relative strength index stands at 47.0, positioning APH in neutral territory rather than oversold despite the magnitude of the selloff. Average daily trading volume registers at approximately 9.29 million shares. With a beta of 1.21, the stock historically exhibits above-average sensitivity to broader market movements, which has amplified recent losses. The current market capitalization stands at approximately $179.5 billion.
Amphenol Corporation Valuation Analysis
Despite the substantial price decline, Amphenol Corporation continues to trade at elevated valuation multiples relative to broader market averages. Per SID market data, APH carries a trailing price-to-earnings ratio of 41.92, reflecting a premium valuation within the Technology sector. The PEG ratio stands at 3.67, suggesting that even when adjusting for expected earnings growth, the stock trades at a multiple well above the commonly referenced fair-value threshold of 1.0. The price-to-book ratio registers at 13.35, indicating a significant premium over the company's book value per share, according to SEC filings. Amphenol offers a modest dividend yield of approximately 0.51%, providing limited income return relative to its current price. These valuation metrics suggest that while the stock has corrected meaningfully from recent highs, its fundamental pricing remains elevated by traditional standards. Investors weighing entry points should consider these multiples against sector peers and historical averages.
Smart Money Activity for APH
Amphenol Corporation's composite smart money score sits at 55 out of 100, reflecting a neutral overall signal, per SID market data. The institutional component scores a maximum 25 out of 25, indicating robust positioning among large fund managers according to 13F institutional filings. In contrast, the insider trading component scores just 6.2 out of 25, reflecting mixed signals from corporate executives and directors. SEC Form 4 filings reveal 15 insider transactions over the past 90 days, comprising 7 purchases and 8 sales, demonstrating near-equal activity on both sides. The dark pool activity component registers at 12.0 out of 25, suggesting moderate off-exchange institutional trading interest. Congressional trading activity scores 12 out of 25, indicating some legislative interest in the stock but nothing outsized. The divergence between strong institutional conviction and tepid insider sentiment creates a nuanced picture. Full institutional support at the maximum score provides a notable counterweight to the relatively balanced insider buy-sell ratio during a period of sharp price depreciation.
Amphenol Corporation Earnings Outlook
Amphenol Corporation has demonstrated a consistent pattern of earnings outperformance in its most recent reported quarters. According to company earnings reports, the most recently reported quarter showed actual earnings per share of $1.35 against a consensus estimate of $1.17, representing a positive surprise of $0.18 or approximately 15.4%. The prior reported quarter similarly exceeded expectations, delivering EPS of $1.06 versus the $0.95 estimate, a $0.11 beat or roughly 11.6% above consensus. Looking ahead, analyst estimates project EPS of $1.17 for the upcoming quarter with results expected on July 22, and $0.94 for the following period with a report date of April 22. These forward estimates suggest analysts anticipate continued solid earnings generation. The sequential earnings trajectory from $1.06 to $1.35 in reported quarters reflects meaningful quarter-over-quarter growth, underscoring operational momentum that has yet to be reflected in the stock's recent price action.
Wall Street Analyst Ratings for APH
Wall Street consensus on Amphenol Corporation remains broadly constructive despite the stock's sharp decline, per SID consensus data. The most recent rating action came from TD Cowen on September 9, 2026, reiterating a Hold recommendation, representing the sole cautious stance among recent coverage updates. Barclays maintained its Overweight rating on September 8, 2026, according to Wall Street analyst reports. Three firms issued reaffirmations on July 30, 2026, following the earnings release: Truist Securities reiterated Buy, BNP Paribas maintained Outperform, and Citigroup upheld its Buy rating. Notably, all five recent analyst actions were maintenance ratings rather than initiations or upgrades, with none of the covering analysts downgrading their recommendations despite the stock losing over 50% in three months. Of the five most recent ratings, four carry bullish designations while one remains neutral at Hold. This four-to-one ratio of positive-to-neutral ratings suggests the analyst community views the current price decline as disconnected from fundamental expectations for the company.
