APHTechnology · Electronic ComponentsThe 17 Wall Street analysts covering Amphenol Corp. hold a median 12-month price target of $198 — +17.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 8 Aug 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Amphenol Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Accruals (22): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Amphenol Corp. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on APH, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +17.0% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | BNP Paribas | Maintains | Outperform | $200 → $215 |
| 30 July 2026 | Citigroup | Maintains | Buy | $195 → $210 |
| 30 July 2026 | Truist Securities | Maintains | Buy | $200 → $215 |
| 30 July 2026 | UBS | Maintains | Buy | $185 → $197 |
| 13 July 2026 | Barclays | Maintains | Overweight | — |
| 13 July 2026 | Barclays | Maintains | Overweight | $198 → $200 |
| 13 July 2026 | Citigroup | Maintains | Buy | $180 → $195 |
| 13 July 2026 | Citigroup | Maintains | Buy | — |
| 13 July 2026 | TD Cowen | Maintains | Hold | — |
| 13 July 2026 | TD Cowen | Maintains | Hold | $135 → $175 |
| 9 July 2026 | B of A Securities | Maintains | Buy | — |
| 9 July 2026 | B of A Securities | Maintains | Buy | $180 → $185 |
| 9 July 2026 | UBS | Maintains | Buy | — |
| 9 July 2026 | UBS | Maintains | Buy | $178 → $185 |
| 4 May 2026 | Barclays | Maintains | Overweight | — |
| 30 Apr 2026 | Citigroup | Maintains | Buy | — |
| 30 Apr 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 30 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 30 Apr 2026 | Truist Securities | Maintains | Buy | — |
| 30 Apr 2026 | UBS | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 19% of US stocks
Cheaper than 8% of US stocks
Cheaper than 13% of US stocks
Higher than 88% of US stocks
Higher than 79% of US stocks
Higher than 46% of US stocks
Higher than 87% of US stocks
Higher than 80% of US stocks
Higher than 91% of US stocks
Higher than 97% of US stocks
Higher than 12% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. APH appears on the weeks it earns a place.
Allspring Growth Fund outperformed the Russell 3000 Growth Index during Q2 2026. The update notes Sandisk Corp. is benefiting from the AI storage super-cycle, while Cencora shares struggled to gain traction in a risk-on market.
Why it matters — The report tracks a fund that may hold Amphenol Corp., so its performance commentary offers context on how growth-oriented holdings fared in the quarter.
Amphenol's Board of Directors approved a two-for-one stock split to be paid as a stock dividend. Shareholders of record at the close of business on August 17, 2026 will receive one additional share for every share held, with distribution expected on September 2, 2026.
Why it matters — A stock split changes the number of shares outstanding without changing the company's overall value, so APH watchers would care as it affects share count and per-share price levels.
Astera Labs and Amphenol both reported earnings reflecting a shared thesis of selling the "picks and shovels" of AI rack-scale density, according to 24/7 Wall Street. The piece highlights Amphenol as a quieter beneficiary of rising AI capital expenditure.
Why it matters — For APH watchers, this frames Amphenol as a steady beneficiary of AI infrastructure spending, which could inform how they evaluate its earnings in relation to broader AI capex trends.
Zacks reports that Amphenol's shares have begun to gain and may continue rising in the near term, citing solid earnings estimate revisions as the basis. The piece highlights current upward momentum in the stock.
Why it matters — The positive estimate revisions signal that analysts' expectations for Amphenol are improving, which APH watchers would track as a factor behind recent share-price strength.
Zacks Investment Research published an analysis examining whether Amphenol (APH) qualifies as a strong momentum stock for investors to consider buying now.
Why it matters — APH watchers would care because the article assesses the company's current momentum characteristics, which could influence near-term investor interest and stock performance.
The 17 Wall Street analysts covering Amphenol Corp. have a median 12-month price target of $198, with estimates ranging from $170 to $230. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Amphenol Corp., 15 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Amphenol Corp. 72 out of 100 across roughly 4,600 US stocks as at 8 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Aug 2026, Amphenol Corp. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +17.0% from the last close, and Ticker Nerd's factor model ranks Amphenol Corp. 72 out of 100 as at 8 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Amphenol Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for APH are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $170 to $230 over the next 12 months.
Amphenol Corp. returned +56.9% over the 12 months to 7 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Amphenol Corporation is a global designer, manufacturer, and marketer of high-technology interconnect, sensor, and antenna solutions. The company specializes in electrical, electronic, and fiber optic connectors, interconnect systems, sensor-based products, and coaxial and high-speed specialty cables used to transmit voice, video, and data in complex electronic systems.
The most recent item we track (Seeking Alpha, 6 Aug 2026): "Allspring Growth Fund Q2 2026 Performance Update". Allspring Growth Fund outperformed the Russell 3000 Growth Index during Q2 2026. The update notes Sandisk Corp. is benefiting from the AI storage super-cycle, while Cencora shares struggled to gain traction in a risk-on market.
Amphenol Corporation is a global designer, manufacturer, and marketer of high-technology interconnect, sensor, and antenna solutions. The company specializes in electrical, electronic, and fiber optic connectors, interconnect systems, sensor-based products, and coaxial and high-speed specialty cables used to transmit voice, video, and data in complex electronic systems. Amphenol’s products serve a broad range of end markets, including automotive, industrial automation, broadband communications, information technology and data communications, mobile devices and mobile networks, commercial aerospace, military, and defense. Its portfolio spans harsh-environment connectors, RF and fiber solutions, high-speed board-to-board and backplane interconnects, power distribution components, and diverse sensor technologies supporting performance, reliability, and miniaturization across applications. Amphenol sells globally through its own sales force, independent representatives, and electronics distributors, primarily to original equipment manufacturers that integrate its components into their systems. Founded in 1932 and headquartered in Wallingford, Connecticut, Amphenol today plays a central role in enabling modern electronic and communications infrastructure worldwide.
CEO Mr. Richard Adam Norwitt J.D. · 170,000 employees · United States · https://www.amphenol.com