APHTechnology · Electronic ComponentsThe 19 Wall Street analysts covering Amphenol Corp. hold a median 12-month price target of $107 — +35.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 4 Nov 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 (21): 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.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +35.4% from it.
Of the 20 most recent actions, 11 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | Barclays | Maintains | Overweight | $100 → $111 |
| 29 Oct 2026 | BNP Paribas | Maintains | Outperform | $110 → $115 |
| 29 Oct 2026 | Citigroup | Maintains | Buy | $112 → $115 |
| 29 Oct 2026 | JP Morgan | Maintains | Overweight | $107 → $115 |
| 29 Oct 2026 | Truist Securities | Maintains | Buy | $108 → $112 |
| 29 Oct 2026 | UBS | Maintains | Buy | $105 → $111 |
| 12 Oct 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 12 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $90 → $100 |
| 8 Oct 2026 | Citigroup | Maintains | Buy | — |
| 8 Oct 2026 | Citigroup | Maintains | Buy | $105 → $112 |
| 7 Oct 2026 | UBS | Maintains | Buy | — |
| 7 Oct 2026 | UBS | Maintains | Buy | $99 → $105 |
| 6 Oct 2026 | Goldman Sachs | Maintains | Buy | — |
| 6 Oct 2026 | Goldman Sachs | Maintains | Buy | $102 → $116 |
| 23 Sept 2026 | Bernstein | Initiates | Outperform | — |
| 23 Sept 2026 | Bernstein | Initiates | Outperform | $99 |
| 22 Sept 2026 | BNP Paribas | Maintains | Outperform | — |
| 22 Sept 2026 | BNP Paribas | Maintains | Outperform | $108 → $110 |
| 9 Sept 2026 | TD Cowen | Maintains | Hold | $175 → $90 |
| 9 Sept 2026 | TD Cowen | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
APH is one of 19 companies in AI networking and servers, the part the free map shows in full.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Amphenol Corp. returned +17.1% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 21% of US stocks
Cheaper than 19% of US stocks
Cheaper than 7% of US stocks
Cheaper than 15% of US stocks
Higher than 89% of US stocks
Higher than 78% of US stocks
Higher than 45% 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 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Amphenol Corp. has a market value of $207.9B and an enterprise value of $209.9B.
Revenue in the twelve months to 31 Mar 2026: $25.9B. The latest quarter grew 65.1% year on year.
Net income over the same four quarters: $4.5B, a 17.4% net margin.
Diluted earnings per share, trailing twelve months: $3.48.
Free cash flow in the twelve months to 31 Mar 2026: $4.6B, after $800.9M of capital spending.
Amphenol Corp. spent $750.3M on share buybacks and $909.4M on dividends in the twelve months to 31 Mar 2026.
Trailing P/E: 36.6×; forward P/E: 23.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.59%, paying out 22% of earnings.
Amphenol Corp. employs 170,000 people — $152K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Amphenol Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
FXEmpire reports that Amphenol shares are up 7,371% since the first institutional outlier signal in 2005. The headline attributes the rise to AI data center demand and record sales.
Why it matters — The report highlights long-term share performance and demand and sales factors relevant to Amphenol watchers.
The article highlights APH among companies with robust dividend increases, high-quality scores, and strong dividend safety metrics.
Why it matters — APH watchers may note the article’s favorable assessment of the company’s dividend increase and safety.
Seeking Alpha published a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify whether Amphenol changed its dividend or has an upcoming ex-dividend date, so it offers no APH-specific dividend update.
Amphenol reported Q3 results reflecting robust AI demand and record orders, alongside gains from CommScope. The company cited a stronger 2026 outlook despite weakness in communications networks.
Why it matters — The update highlights demand drivers and a stronger outlook while noting ongoing weakness in communications networks.
Amphenol reported record third-quarter 2026 sales and earnings, citing continued strength in AI-related IT datacom demand, broad industrial growth, and contributions from recent acquisitions.
Why it matters — APH watchers may note the reported records and the demand and acquisition factors Amphenol identified as contributing to results.
The 19 Wall Street analysts covering Amphenol Corp. have a median 12-month price target of $107, with estimates ranging from $85 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Amphenol Corp., 17 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Amphenol Corp. 73 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Amphenol Corp. ranks 73 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 19 analysts implies +35.4% from the last close, and Ticker Nerd's factor model ranks Amphenol Corp. 73 out of 100 as at 4 Nov 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: $85 to $130 over the next 12 months.
Amphenol Corp. returned +17.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Amphenol Corp. Class A Common Stock represents ownership in Amphenol Corp., a global manufacturer of interconnect and sensor technologies.
The most recent item we track (FXEmpire, 4 Nov 2026): "AI Data Center Demand, Record Sales Send Amphenol Higher". FXEmpire reports that Amphenol shares are up 7,371% since the first institutional outlier signal in 2005. The headline attributes the rise to AI data center demand and record sales.
Amphenol Corp. Class A Common Stock represents ownership in Amphenol Corp., a global manufacturer of interconnect and sensor technologies. Amphenol designs, manufactures, and markets electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable used across a wide range of applications. The company serves markets including communications, industrial, automotive, aerospace and defense, broadband, mobile devices, and information technology, making it an important supplier to many electronic systems and networked platforms. Amphenol operates through segments such as Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems, which support customers that require reliable connectivity, signal transmission, and ruggedized components. Headquartered in Wallingford, Connecticut, and founded in 1932, Amphenol Corp. is a diversified industrial technology company with a broad presence in global electronics supply chains.
CEO Mr. Richard Adam Norwitt J.D. · 170,000 employees · United States · https://www.amphenol.com
