Amphenol

APH · NYSE

$79.32−$0.96 (−1.20%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $80.28

APH analyst rating

BuyConsensus of 12 analysts over the last 12 months. 92% rate it a buy.

Strong buy0
Buy11
Hold1
Underperform0
Sell0

12-month price target · 22 analysts

Average $101.24 (+27.6% upside)

Low: $85.85
Now: $79.32
High: $120.75

Upgrades and downgrades

The latest rating actions, newest first

APH analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Oct 12, 2026	Maintains	Outperform	$90.00 → $100.00	65%
Citigroup	Oct 8, 2026	Maintains	Buy	$105.00 → $112.00	81%
UBS	Oct 7, 2026	Maintains	Buy	$99.00 → $105.00	39%
Goldman Sachs	Oct 6, 2026	Maintains	Buy	$102.00 → $116.00	60%
Bernstein	Sep 23, 2026	Initiates	Outperform	$99.00	25%
BNP Paribas	Sep 22, 2026	Maintains	Outperform	$107.50 → $110.00	58%
TD Cowen	Sep 9, 2026	Maintains	Hold	$175.00 → $90.00	59%
Barclays	Sep 8, 2026	Maintains	Overweight	$200.00 → $100.00	62%
UBS	Jul 30, 2026	Maintains	Buy	$185.00 → $197.00	39%
BNP Paribas	Jul 30, 2026	Maintains	Outperform	$200.00 → $215.00	58%

The case for and against

Updated Oct 19, 2025

Bull case

Amphenol's diversified customer base across various sectors, including automotive, broadband, and AI, positions the company well for growth, particularly as the AI business is projected to expand nearly 200% by 2025. The company is expected to benefit from a significant increase in hyperscale capital expenditures and the accelerated transition to electric vehicles (EVs), which enhances its prospects in the automotive segment. Furthermore, a consistently rising global GDP supports the industrial segment, reflecting a strong outlook for Amphenol's financial performance.

Bear case

Amphenol's stock outlook appears negative due to a general decline in the industrial production index and reduced automation spending, which may hinder industry growth rates and lead to project delays. Additionally, ongoing supply chain constraints in the automotive sector are expected to impact production levels, further exacerbating the company's potential challenges. The difficulty in identifying new acquisition targets and the potential for increased acquisition multiples, along with delays in hyperscale development, adds to the overall uncertainty regarding Amphenol's future financial performance.

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