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.
NYSE · APH
Technology · Hardware, Equipment & Parts
$157.74
Down-$3.64 (-2.26%)
Updated Aug 31, 2026, 11:41 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 traded at $157.74, reflecting a modest 1.3% decline over the trailing one-month period but posting a 6.04% gain over the past three months, per SID market data. On a twelve-month basis, APH has appreciated 13.77%, outpacing many peers in the broader technology sector. The stock currently trades below its 50-day moving average of $161.12, suggesting near-term technical weakness, while remaining well above its 200-day moving average of $146.72, which signals that the longer-term uptrend remains intact. The 14-day relative strength index sits at 39.0, placing the stock closer to oversold territory and indicating recent selling pressure. According to Massive/Polygon data, average daily trading volume stands at approximately 9.29 million shares, supporting ample liquidity. Amphenol's beta of 1.21 indicates the stock exhibits moderately higher volatility relative to the broader market, consistent with its technology sector classification and growth profile.
Amphenol Corporation commands a market capitalization of approximately $179.5 billion, positioning it among the largest companies in the electronic components and interconnect space. Per SID market data, the stock trades at a price-to-earnings ratio of 41.92, reflecting a significant premium relative to the broader technology sector and suggesting elevated growth expectations are embedded in the current share price. The PEG ratio stands at 3.67, per SEC filings and consensus estimates, indicating that the P/E multiple meaningfully exceeds the company's projected earnings growth rate. Amphenol's price-to-book ratio of 13.35 further underscores the premium valuation investors assign to its asset-light, high-return business model. The company offers a dividend yield of 0.51%, providing a modest income component. The combination of a high P/E, elevated PEG, and rich price-to-book ratio suggests that the market prices in sustained above-average earnings expansion and margin durability for the interconnect manufacturer.
Amphenol Corporation's composite smart money score registers at 49 out of 100, reflecting a neutral overall signal according to SID market data. Institutional ownership strength scores a perfect 25 out of 25, indicating robust participation from large asset managers and mutual funds, per 13F institutional filings. In contrast, insider sentiment scores a more subdued 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 buying and selling suggests no clear directional conviction among company executives and directors. Dark pool activity also scores 6.2 out of 25, indicating limited notable accumulation through off-exchange venues. Congressional trading activity scores 12 out of 25, reflecting moderate engagement by members of Congress in the stock. The divergence between exceptionally strong institutional backing and weaker insider and dark pool signals produces the overall neutral composite reading, warranting continued monitoring of any shifts in insider behavior or institutional positioning changes.
Amphenol Corporation has demonstrated a consistent pattern of exceeding Wall Street earnings expectations in its most recent reported quarters. According to company earnings reports, the firm posted earnings per share of $1.35 against an analyst consensus estimate of $1.17, delivering a positive surprise of $0.18, or approximately 15.4%. In the prior reported quarter, Amphenol earned $1.06 per share versus estimates of $0.95, representing an 11.6% upside surprise. These consecutive beats underscore operational execution and demand strength across the company's diversified end markets. Looking ahead, analyst estimates project earnings of $1.17 per share for the upcoming reporting period and $0.94 per share for the following quarter, reflecting expected seasonal patterns. The sustained ability to outperform consensus forecasts highlights management's track record of conservative guidance and disciplined cost management, a dynamic that investors will continue to evaluate as new results are reported.
Wall Street analyst sentiment toward Amphenol Corporation remains firmly constructive, with multiple major firms reiterating bullish ratings in recent coverage updates. According to Wall Street analyst reports, Truist Securities maintained a Buy rating on July 30, while Citigroup and UBS each reiterated their Buy recommendations on the same date. BNP Paribas also reaffirmed an Outperform rating concurrently. Notably, Citigroup had previously reiterated its Buy rating on July 13, reflecting sustained conviction ahead of the company's latest earnings results. Per SID consensus data, all five of the most recent analyst actions represent maintained positive ratings with no downgrades or neutral initiations observed. The uniformity of bullish sentiment across both U.S. and European brokerages highlights broad institutional confidence in Amphenol's growth trajectory, driven by its diversified exposure to data centers, automotive, defense, and industrial interconnect markets. No analyst has shifted to a Hold or Sell position in the recent coverage period reviewed.


The latest Smart Investors Daily articles mentioning APH.