Amphenol Corp shares rose by 3.00% and reached a 20-day high amid a broader market decline.
The company announced the appointment of Sanjiv Lamba, CEO of Linde, to its board of directors, enhancing its governance structure and international expansion strategy. Lamba's extensive leadership experience in global manufacturing is expected to provide strategic guidance, particularly in AI data centers and high-value interconnect markets. Although this appointment does not immediately impact short-term earnings, it positions Amphenol for future growth, despite potential risks in AI and data center orders.
This strategic move is likely to strengthen Amphenol's competitive edge in a rapidly evolving market, as the company aims to balance capital investments with cash flow protection.
Wall Street analysts forecast APH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APH is 156.91 USD with a low forecast of 115.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast APH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APH is 156.91 USD with a low forecast of 115.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 145.960
Low
115.00
Averages
156.91
High
180.00
Current: 145.960
Low
115.00
Averages
156.91
High
180.00
Barclays
Guy Hardwick
Overweight
maintain
$156 -> $175
2026-01-29
New
Reason
Barclays
Guy Hardwick
Price Target
$156 -> $175
AI Analysis
2026-01-29
New
maintain
Overweight
Reason
Barclays analyst Guy Hardwick raised the firm's price target on Amphenol to $175 from $156 and keeps an Overweight rating on the shares following the Q4 report. The share selloff on the company's below-consensus Q1 sales outlook provides an opportunity, the analyst tells investors in a research note. The firm says Amphenol posted broad-based end market growth and a record order book of $8.4B
Citi
Asiya Merchant
Buy
maintain
$175 -> $180
2026-01-29
New
Reason
Citi
Asiya Merchant
Price Target
$175 -> $180
2026-01-29
New
maintain
Buy
Reason
Citi analyst Asiya Merchant raised the firm's price target on Amphenol to $180 from $175 and keeps a Buy rating on the shares. The stock sold off post earning despite "strong" results, the analyst tells investors in a research note. Citi says Amphenol typically issues conservative guidance.
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JPMorgan
NULL -> Overweight
maintain
$160 -> $185
2026-01-27
New
Reason
JPMorgan
Price Target
$160 -> $185
2026-01-27
New
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Amphenol (APH) to $185 from $160 and keeps an Overweight rating on the shares. The firm updated the company's' estimates to reflect the acquisition of CommScope's (COMM) connectivity and cable solutions business. It believes Amphenol is positioned to deliver 30% annual earnings growth over the medium-term.
Evercore ISI
NULL
to
Outperform
upgrade
$150 -> $165
2026-01-20
Reason
Evercore ISI
Price Target
$150 -> $165
2026-01-20
upgrade
NULL
to
Outperform
Reason
Evercore ISI raised the firm's price target on Amphenol to $165 from $150 and keeps an Outperform rating on the shares as part of the firm's Q4 preview note on its IT hardware and networking coverage.
About APH
Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
