SeekingAlpha · Aug 27, 2026
Amphenol: A Powerhouse Powering On
Amphenol Corporation continues to outperform, with Q2 sales up 55% to $8.8B and organic growth at 30%, though momentum is moderating. Click for more on APH.
NASDAQ · APH
Technology · Hardware, Equipment & Parts
$157.74
Down-$3.64 (-2.26%)
Updated Aug 31, 2026, 10:06 AM
SID Score
6.0/10
Composite research score
Smart Money
49/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
APH closed at $157.74 after 20 trading sessions, down 3.43% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 28, 2026 | $161.25 | $161.49 | $157.63 | $157.74 | 4.23M |
| Aug 27, 2026 | $163.30 | $163.30 | $160.37 | $161.38 | 5.13M |
| Aug 26, 2026 | $159.07 | $162.62 | $158.96 | $161.34 | 5.93M |
| Aug 25, 2026 | $159.66 | $159.68 | $157.27 | $158.78 | 5.42M |
| Aug 24, 2026 | $155.00 | $156.3018 | $151.50 | $155.55 | 5.26M |
| Aug 21, 2026 | $156.50 | $158.41 | $153.81 | $157.01 | 6.28M |
| Aug 20, 2026 | $155.75 | $156.6999 | $152.82 | $153.11 | 5.42M |
| Aug 19, 2026 | $162.00 | $163.25 | $155.56 | $156.04 | 6.04M |
| Aug 18, 2026 | $165.20 | $166.38 | $158.10 | $159.57 | 7.54M |
| Aug 17, 2026 | $167.95 | $172.06 | $166.45 | $170.87 | 6.3M |
| Aug 14, 2026 | $165.65 | $167.8899 | $165.25 | $167.11 | 4.48M |
| Aug 13, 2026 | $169.82 | $170.40 | $165.27 | $165.75 | 4.19M |
| Aug 12, 2026 | $172.14 | $172.82 | $168.18 | $169.96 | 5.22M |
| Aug 11, 2026 | $170.41 | $172.26 | $167.16 | $167.23 | 3.95M |
| Aug 10, 2026 | $171.43 | $171.71 | $167.63 | $167.70 | 5.58M |
| Aug 7, 2026 | $171.65 | $172.41 | $166.88 | $169.18 | 6.06M |
| Aug 6, 2026 | $169.74 | $176.33 | $168.67 | $170.61 | 5.36M |
| Aug 5, 2026 | $172.305 | $174.84 | $170.60 | $172.24 | 6.14M |
| Aug 4, 2026 | $170.47 | $172.90 | $165.59 | $171.33 | 8.17M |
| Aug 3, 2026 | $157.73 | $164.16 | $155.3601 | $163.34 | 7.16M |
The latest Smart Investors Daily articles mentioning APH.
APH research
Company profile and research snapshot.
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 websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 30, 2026 | Truist Securities | Buy | — |
| Jul 30, 2026 | BNP Paribas | Outperform | — |
| Jul 30, 2026 | Citigroup | Buy | — |
| Jul 30, 2026 | UBS | Buy | — |
| Jul 13, 2026 | Citigroup | Buy | — |
No generated briefing is available yet.
SeekingAlpha · Aug 27, 2026
Amphenol Corporation continues to outperform, with Q2 sales up 55% to $8.8B and organic growth at 30%, though momentum is moderating. Click for more on APH.
Yahoo · Aug 21, 2026
VRT's margin gains and strong sales growth are reshaping its competitive position as Amphenol and Super Micro Computer expand in AI infrastructure.
Yahoo · Aug 20, 2026
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Benzinga · Aug 20, 2026
Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.
Interpretive context generated from the platform’s current data sources.
Amphenol Corporation shares trade at $157.74, reflecting a 1.3% decline over the past month but maintaining a positive trajectory over longer horizons, per SID market data. The stock has gained 6.04% over the trailing three months and 13.77% over the past year. APH currently sits below its 50-day moving average of $161.12 but remains well above its 200-day moving average of $146.72, suggesting near-term softness within a broader uptrend. The 14-day relative strength index registers at 39.0, approaching oversold territory and indicating recent selling pressure. Per Massive/Polygon data, average daily trading volume stands at approximately 9.29 million shares. Amphenol carries a beta of 1.21, indicating moderately higher volatility relative to the broader market. The company's market capitalization currently stands at approximately $179.5 billion, positioning it among the larger players in the technology sector's electronic components space.
Amphenol Corporation trades at a price-to-earnings ratio of 41.92, reflecting a premium valuation relative to the broader technology sector, per SID market data. The PEG ratio stands at 3.67, suggesting the stock's earnings multiple exceeds its expected growth rate by a significant margin. The price-to-book ratio of 13.35 indicates investors are paying a substantial premium over the company's net asset value, according to SEC filings. This elevated book value multiple is consistent with Amphenol's asset-light connector business model and strong return on equity. The company offers a modest dividend yield of approximately 0.51%, providing limited income support at current price levels. These valuation metrics collectively reflect a stock priced for continued robust growth in its interconnect solutions business. Investors appear to be assigning premium multiples based on Amphenol's track record of consistent margin expansion and strategic acquisition integration across diversified end markets.
Amphenol Corporation registers a composite smart money score of 49 out of 100 with a neutral signal, per SID market data. Institutional positioning scores a perfect 25 out of 25, indicating strong conviction among large asset managers and mutual funds holding the stock. In contrast, insider activity scores a relatively low 6.2 out of 25, with 15 insider transactions recorded over the past 90 days according to SEC Form 4 filings. These transactions include 7 insider buys and 8 insider sells, reflecting a nearly balanced but slightly sell-leaning pattern among corporate officers and directors. Dark pool activity also scores 6.2 out of 25, suggesting limited off-exchange accumulation by institutional participants. Congressional trading activity registers at 12 out of 25, per 13F institutional filings. The divergence between strong institutional ownership and modest insider conviction creates a mixed signal. The high institutional score underscores broad fund-level demand, while the balanced insider trading pattern suggests management sees fair value near current price levels.
Amphenol Corporation has demonstrated a consistent pattern of exceeding analyst expectations in recent quarters, according to company earnings reports. In its most recently reported quarter, Amphenol posted earnings per share of $1.35, surpassing the consensus estimate of $1.17 by $0.18, representing a 15.4% positive surprise. The prior reported quarter also delivered a beat, with actual EPS of $1.06 compared to the $0.95 estimate, a $0.11 positive surprise. Looking ahead, analyst estimates project EPS of $1.17 and $0.94 for the next two upcoming quarters, per consensus data. These forward estimates suggest analysts anticipate continued earnings strength, though the sequential decline in estimates may reflect typical seasonal patterns in Amphenol's diversified end markets. The company's ability to consistently outperform expectations highlights strong operational execution and effective cost management across its interconnect and sensor product lines.
Wall Street analysts maintain a unanimously positive stance on Amphenol Corporation, per SID consensus data. In the most recent round of coverage updates on July 30, 2026, four major firms reiterated their bullish ratings. UBS, Citigroup, and Truist Securities each maintained Buy ratings, while BNP Paribas reiterated its Outperform recommendation, according to Wall Street analyst reports. Notably, none of these firms adjusted their directional views, with all four reaffirming prior ratings rather than initiating new coverage or changing stance. Citigroup had previously reiterated its Buy rating on July 13, 2026, demonstrating sustained conviction ahead of the latest earnings release. The clustering of reiterations around the late July period coincides with Amphenol's quarterly earnings report, suggesting analysts found the results supportive of their existing theses. The absence of any downgrades or hold ratings among recent coverage indicates broad institutional analyst confidence in Amphenol's growth trajectory and business fundamentals across its diversified connector portfolio.


The latest Smart Investors Daily articles mentioning APH.