APH
$126.74-3.91 (-2.99%)
Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.
Recent News
How The Amphenol (APH) Story Is Shifting With AI Data Centers And The CommScope Deal
The latest update keeps Amphenol’s modeled fair value steady at US$169.44, with the discount rate nudging from 8.57% to 8.55% and only minor tweaks to long term assumptions. This aligns with recent Street research, where price targets are clustered around the mid US$160s into the US$170s and above, as analysts weigh AI data center exposure against the execution risk on the US$10.5b CommScope deal. Read on to see how to track this evolving narrative and what to watch as the story...
Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?
LITE's AI-driven demand surge, expanding backlog and rapid product upgrades position it ahead of APH in data center connectivity.
Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Ironvine Capital Partners emphasized in its latest investor letter that long-term equity returns are ultimately driven by underlying earnings growth, noting that businesses held across its portfolios increased earnings between 12% and 16% […]
Strong Results Lifted Amphenol Corp. (APH) by 9%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -3.55% (gross) and -3.76% (net) in the fourth quarter compared to a -3.70% return for the Russell Midcap Growth Index. In 2025, the strategy returned […]
Will Amphenol's Successful Acquisition Strategy Drive Long-Term Gains?
APH's acquisition-driven growth is boosting scale, expanding its tech portfolio and positioning it to capitalize on AI and long-term industry trends.