Citigroup Boosts Amphenol (NYSE:APH) Price Target to $180.00

Amphenol (NYSE:APH) had its target price lifted by equities researchers at Citigroup from $175.00 to $180.00 in a report released on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the electronics maker’s stock. Citigroup’s target price suggests a potential upside of 25.01% from the stock’s current price.

A number of other equities research analysts also recently issued reports on APH. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the stock an “outperform” rating in a research report on Friday, October 10th. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. UBS Group restated a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Finally, Evercore ISI reiterated an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a research report on Tuesday, January 20th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Stock Performance

NYSE APH opened at $143.99 on Thursday. The firm has a 50-day moving average price of $141.43 and a two-hundred day moving average price of $127.31. Amphenol has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a market capitalization of $176.26 billion, a P/E ratio of 43.11, a P/E/G ratio of 0.91 and a beta of 1.21. The company has a quick ratio of 1.52, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the company posted $0.55 EPS. The company’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts anticipate that Amphenol will post 2.36 earnings per share for the current year.

Insider Buying and Selling at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the sale, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. The trade was a 60.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. This trade represents a 90.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 498,076 shares of company stock worth $70,996,906. 1.67% of the stock is currently owned by insiders.

Institutional Trading of Amphenol

A number of institutional investors and hedge funds have recently bought and sold shares of APH. Norges Bank bought a new position in shares of Amphenol during the second quarter worth about $2,104,244,000. Capital International Investors increased its position in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors raised its holdings in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the last quarter. Jennison Associates LLC lifted its position in shares of Amphenol by 340.8% in the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Amphenol by 693.9% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after purchasing an additional 6,362,533 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.