Here’s What Wall Street Thinks About Amphenol Corporation (APH)

Company Overview - Amphenol Corporation (NYSE:APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors, along with interconnect systems, antennas, sensors, and specialty cables [4] Stock Performance - The stock price of Amphenol Corporation rose more than 97% in 2025, with Wall Street's 12-month average price target reflecting around 8% upside from current levels [1] - Truist Financial analyst William Stein raised the price target on the stock from $147 to $180 while maintaining a Buy rating [1][2] Sector Insights - The increased price target reflects bullish sentiment on the semiconductor and AI sector, despite challenges such as power constraints and funding shortages [2] - Truist believes that AI infrastructure stocks remain undervalued considering their growth potential, with continued upside expected in 2026 driven by AI capital expenditure [2] Financial Expectations - Amphenol Corporation is expected to release its fiscal Q4 2025 results on January 28, with Wall Street anticipating quarterly revenue of around $6.19 billion and GAAP EPS of $0.96 [3] - Management expects Q4 revenue to be in the range of $6.0 billion to $6.1 billion, reflecting a year-over-year increase of 39% to 41% [3]