Are Wall Street Analysts Predicting Amphenol Stock Will Climb or Sink?

Core Viewpoint - Amphenol Corporation (APH) has shown significant stock performance, outperforming the broader market and specific sector ETFs over the past year, despite a recent dip in 2026. Group 1: Company Overview - Amphenol Corporation, headquartered in Wallingford, Connecticut, designs, manufactures, and markets electrical, electronic, and fiber optic connectors, with a market cap of $159.1 billion [1] - The company's products serve various industries, including telephone, wireless, data communications, cable television, and aerospace electronics [1] Group 2: Stock Performance - Over the past year, APH shares have gained 86.5%, significantly outperforming the S&P 500 Index, which has risen nearly 14% [2] - In 2026, APH stock is down 3.8%, while the S&P 500 has seen a marginal rise year-to-date [2] - Compared to the Technology Select Sector SPDR Fund (XLK), which gained about 19.6% over the past year, APH's performance remains strong [3] Group 3: Financial Results - In Q4, APH reported an adjusted EPS of $0.97, exceeding Wall Street expectations of $0.93, with revenue of $6.4 billion surpassing forecasts of $6.1 billion [6] - For Q1, APH anticipates adjusted EPS between $0.91 and $0.93, with revenue projected between $6.9 billion and $7 billion [6] Group 4: Earnings Expectations - Analysts project a 29.3% growth in APH's EPS for the current fiscal year, reaching $4.32 on a diluted basis [7] - The company has consistently beaten consensus estimates in the last four quarters [7] Group 5: Analyst Ratings - Among 17 analysts covering APH, the consensus rating is a "Strong Buy," with 14 "Strong Buy" ratings and three "Holds" [8] - The bullish sentiment has increased compared to the previous month, where 13 analysts suggested a "Strong Buy" [9] - Truist Financial Corporation analyst William Stein has reiterated a "Buy" rating with a price target of $182, indicating a potential 40% upside from current levels [9]