Amphenol Option Alert: Jul 18 $70 Puts Sweep (26) near the Bid: 1146 vs 3882 OI; Earnings 4/23 Before Open 

Amphenol Option Alert: Jul 18 $70 Puts Sweep (26) near the Bid: 1146 @ $5.927 vs 3882 OI; Earnings 4/23 Before Open Ref=$66.71

Amphenol (NYSE:APH) Stock

Amphenol

Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

Amphenol Corp

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Apogee 21 Holdings Inc

Alpha Energy Inc

Alpha Lithium Corp Class A

AMERICAN PICTURE HOUSE CP by American Picture House Corporation

American Picture House Corp

ALPHINAT INC ORD by Alphinat Inc.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) will release its quarterly earnings report on Wednesday, 2025-04-23. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Amphenol to report an earnings per share (EPS) of $0.51.
The market awaits Amphenol's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
Last quarter the company beat EPS by $0.05, which was followed by a 0.91% increase in the share price the next day.
Here's a look at Amphenol's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.50</td>
<td>0.45</td>
<td>0.41</td>
<td>0.37</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.55</td>
<td>0.50</td>
<td>0.44</td>
<td>0.40</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>2.0%</td>
<td>-0.0%</td>
<td>2.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745330564_0.png" alt="eps graph" />
<h3>Market Performance of Amphenol's Stock</h3>
Shares of Amphenol were trading at $63.59 as of April 21. Over the last 52-week period, shares are up 11.58%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analyst Views on Amphenol</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Amphenol.
The consensus rating for Amphenol is Buy, based on 9 analyst ratings. With an average one-year price target of $85.0, there's a potential 33.67% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Corning, Coherent and Littelfuse, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Corning, with an average 1-year price target of $56.0, suggesting a potential 11.94% downside.</li>
<li>Analysts currently favor an Buy trajectory for Coherent, with an average 1-year price target of $104.18, suggesting a potential 63.83% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Littelfuse, with an average 1-year price target of $236.0, suggesting a potential 271.13% upside.</li>
</ul>
<h3>Summary of Peers Analysis</h3>
The peer analysis summary offers a detailed examination of key metrics for Corning, Coherent and Littelfuse, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amphenol</td>
<td>Buy</td>
<td>29.76%</td>
<td>$1.48B</td>
<td>7.75%</td>
</tr>
<tr>
<td>Corning</td>
<td>Buy</td>
<td>16.93%</td>
<td>$1.20B</td>
<td>2.85%</td>
</tr>
<tr>
<td>Coherent</td>
<td>Buy</td>
<td>26.80%</td>
<td>$509.35M</td>
<td>1.33%</td>
</tr>
<tr>
<td>Littelfuse</td>
<td>Neutral</td>
<td>-0.81%</td>
<td>$176.84M</td>
<td>-2.08%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Amphenol ranks highest in revenue growth among its peers. It also leads in gross profit margin. However, its return on equity is lower compared to the group average. Overall, Amphenol stands out as a strong performer in terms of revenue growth and gross profit.
<h3>Get to Know Amphenol Better</h3>
Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.
<h3>Amphenol's Economic Impact: An Analysis</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Amphenol's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 29.76%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Amphenol's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 17.28%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Amphenol's ROE excels beyond industry benchmarks, reaching 7.75%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Amphenol's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.64% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Amphenol's debt-to-equity ratio stands notably higher than the industry average, reaching 0.7. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<a href="https://www.benzinga.com/quote/APH/earnings">To track all earnings releases for Amphenol visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

Earnings Preview: Amphenol

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$95.00</td>
<td>$25.4K</td>
<td>22.1K</td>
<td>82.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$190.00</td>
<td>$37.2K</td>
<td>9.0K</td>
<td>26.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$320.00</td>
<td>$44.9K</td>
<td>4.8K</td>
<td>9.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/02/25</td>
<td>$95.00</td>
<td>$25.2K</td>
<td>2.2K</td>
<td>2.6K</td>
</tr>
<tr>
<td>STX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$60.00</td>
<td>$25.9K</td>
<td>8</td>
<td>860</td>
</tr>
<tr>
<td>OKTA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$87.50</td>
<td>$147.1K</td>
<td>512</td>
<td>815</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$140.00</td>
<td>$120.8K</td>
<td>7.0K</td>
<td>691</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$160.00</td>
<td>$184.5K</td>
<td>476</td>
<td>506</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$70.00</td>
<td>$92.6K</td>
<td>473</td>
<td>485</td>
</tr>
<tr>
<td>APH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$60.00</td>
<td>$26.0K</td>
<td>2.3K</td>
<td>224</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 91 contract(s) at a $95.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $280.0 per contract. There were 22167 open contracts at this strike prior to today, and today 82712 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option trade that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 100 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $37.2K, with a price of $372.0 per contract. There were 9015 open contracts at this strike prior to today, and today 26610 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 50 contract(s) at a $320.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $44.9K, with a price of $899.0 per contract. There were 4834 open contracts at this strike prior to today, and today 9096 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be neutral, expiring in 11 day(s) on May 2, 2025. This event was a transfer of 80 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $315.0 per contract. There were 2267 open contracts at this strike prior to today, and today 2653 contract(s) were bought and sold. 
• For STX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), we notice a call option trade that happens to be bearish, expiring in 151 day(s) on September 19, 2025. This event was a transfer of 15 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $25.9K, with a price of $1730.0 per contract. There were 8 open contracts at this strike prior to today, and today 860 contract(s) were bought and sold. 
• For OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we notice a put option sweep that happens to be bearish, expiring in 25 day(s) on May 16, 2025. This event was a transfer of 550 contract(s) at a $87.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $147.1K, with a price of $268.0 per contract. There were 512 open contracts at this strike prior to today, and today 815 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option sweep that happens to be bearish, expiring in 25 day(s) on May 16, 2025. This event was a transfer of 253 contract(s) at a $140.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $120.8K, with a price of $478.0 per contract. There were 7008 open contracts at this strike prior to today, and today 691 contract(s) were bought and sold. 
• For ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we notice a put option sweep that happens to be bearish, expiring in 270 day(s) on January 16, 2026. This event was a transfer of 121 contract(s) at a $160.00 strike. This particular put needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $184.5K, with a price of $1525.0 per contract. There were 476 open contracts at this strike prior to today, and today 506 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bearish sentiment. It expires in 18 day(s) on May 9, 2025. Parties traded 378 contract(s) at a $70.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $92.6K, with a price of $245.0 per contract. There were 473 open contracts at this strike prior to today, and today 485 contract(s) were bought and sold. 
• Regarding APH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>), we observe a put option sweep with bearish sentiment. It expires in 25 day(s) on May 16, 2025. Parties traded 110 contract(s) at a $60.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $235.0 per contract. There were 2365 open contracts at this strike prior to today, and today 224 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

MSTR

NVDA

OKTA

PLTR

10 Information Technology Stocks With Whale Alerts In Today's Session

JP Morgan analyst Samik Chatterjee maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Overweight and lowers the price target from $90 to $85.

News

Price Target

Analyst Ratings

JP Morgan Maintains Overweight on Amphenol, Lowers Price Target to $85

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 6.41% on an annualized basis producing an average annual return of 16.29%. Currently, Amphenol has a market capitalization of $79.64 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 10 years ago, it would be worth $450.10 today based on a price of $65.76 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744759813_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

Citigroup analyst Asiya Merchant maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $89 to $75.

Citigroup Maintains Buy on Amphenol, Lowers Price Target to $75

UBS analyst Chris Snyder maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $90 to $78.

UBS Maintains Buy on Amphenol, Lowers Price Target to $78

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has been analyzed by 7 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Amphenol, revealing an average target of $87.0, a high estimate of $102.00, and a low estimate of $72.00. This current average reflects an increase of 4.28% from the previous average price target of $83.43. 
<img src="https://www.benzinga.com/files/images/story/2025/1744308041_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of Amphenol's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Mark Delaney &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $72.00&#x7C;$89.00 &#x7C; 
&#x7C;William Stein &#x7C;Truist Securities &#x7C;Raises &#x7C;Buy &#x7C; $102.00&#x7C;$90.00 &#x7C; 
&#x7C;Mark Delaney &#x7C;Goldman Sachs &#x7C;Raises &#x7C;Buy &#x7C; $89.00&#x7C;$79.00 &#x7C; 
&#x7C;Wamsi Mohan &#x7C;B of A Securities &#x7C;Raises &#x7C;Neutral &#x7C; $85.00&#x7C;$75.00 &#x7C; 
&#x7C;Luke Junk &#x7C;Baird &#x7C;Raises &#x7C;Outperform &#x7C; $89.00&#x7C;$85.00 &#x7C; 
&#x7C;Samik Chatterjee &#x7C;JP Morgan &#x7C;Raises &#x7C;Overweight &#x7C; $90.00&#x7C;$85.00 &#x7C; 
&#x7C;Asiya Merchant &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $82.00&#x7C;$81.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Amphenol. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Amphenol compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Amphenol's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Amphenol's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/APH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Amphenol analyst ratings.</a>
<h2>Delving into Amphenol's Background</h2>
Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.
<h3>Amphenol's Financial Performance</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Revenue Growth: Amphenol displayed positive results in 3M. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 29.76%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Amphenol's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 17.28% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 7.75%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Amphenol's ROA excels beyond industry benchmarks, reaching 3.64%. This signifies efficient management of assets and strong financial health.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.7, caution is advised due to increased financial risk.
<h2>The Significance of Analyst Ratings Explained</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Amphenol Stands With Analysts

Goldman Sachs analyst Mark Delaney maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $89 to $72.

Goldman Sachs Maintains Buy on Amphenol, Lowers Price Target to $72

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Shares of electronics and communication equipment stocks are trading lower amid overall tech weakness as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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MicroCloud Hologram Inc. - Ordinary Shares

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Shares of broader tech companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

In the current market session, Amphenol Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) share price is at $62.66, after a 2.89% spike. Moreover, over the past month, the stock fell by 3.52%, but in the past year, went up by 3.64%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1744142427_0.png" alt="Past Year Chart" />

<h3>Amphenol P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Amphenol has a lower P/E than the aggregate P/E of 36.46 of the Electronic Equipment, Instruments &amp; Components industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1744142427_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Markets

Price Over Earnings Overview: Amphenol

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Shares of companies within the broader tech sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 5.93% on an annualized basis producing an average annual return of 16.57%. Currently, Amphenol has a market capitalization of $80.73 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 10 years ago, it would be worth $4,624.20 today based on a price of $66.66 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742597110_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 10 Years

All eyes are on NVIDIA Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025. <a href="https://www.benzinga.com/topic/jensen-huang">CEO Jensen Huang</a> is set to unveil what's next <a href="https://www.benzinga.com/topic/artificial-intelligence">in AI hardware</a>.
JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain.
<h1 class="wp-block-heading">Blackwell Ultra: On Track, But Skepticism Remains</h1>
Chatterjee expects "Blackwell Ultra ramp remains on track for the second half of the year" — a crucial milestone for Nvidia suppliers. Investors are "likely to be taken as a positive" only if Nvidia reaffirms its aggressive innovation cycle. 
The Rubin platform, expected in 2026, will also be in focus, though "specificity on timing" may be lacking.
Among the potential winners? 
Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) are all poised to benefit from Nvidia's hardware evolution.
Read Also: <a href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst">GTC 2025 Could Reignite Nvidia&#8217;s Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst</a>
<h1 class="wp-block-heading">How Dell, Super Micro Stand To Gain</h1>
The next-gen chips will push power and thermal limits. Blackwell Ultra and Rubin will demand "independent power racks (300-700 kW per rack)" and more liquid cooling. This should benefit Dell and Super Micro. 
At the GTC 2025, one may also expect heightened interest in "increasing GPU density" and rising thermal design power levels: 1.2 kW for Blackwell, 1.4 kW for Blackwell Ultra and 1.8 kW for Rubin.
<h1 class="wp-block-heading">Copper Vs. Optics: Amphenol, Coherent, Fabrinet Likely Winners</h1>
Networking firms will be under the microscope as rack density rises from 36 to 72 to 144 GPUs. While optics adoption is a concern, "connectivity within the rack to be dominated by copper" is good news for Amphenol. 
Optical transceiver suppliers like Coherent and Fabrinet are positioned well as "resilient transceiver ASPs" hold steady amid short innovation cycles.
<h1 class="wp-block-heading">Investor Sentiment: AI Capex Uncertainty Looms</h1>
While GTC may not settle broader AI capex concerns, it could "primarily change sentiment" on key AI supply chain stocks. Amphenol, with its passive copper exposure, and optical transceiver names like Fabrinet, Lumentum and Coherent will be in the spotlight.
With Nvidia's GTC just weeks away, the stakes are high. For hardware and networking stocks, the AI boom is far from over. Investors will be tuning in to see who rides the next wave.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44360400/legendary-trader-says-tesla-nvidia-apple-shares-are-ready-to-rally-i-see-what-i-like-to-see">Legendary Trader Says Tesla, Nvidia, Apple Shares Are Ready To Rally: &#8216;I See What I Like To See&#8217;</a></li>
</ul>

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Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro

Legal

Credo Files AEC Patent Infringement Complaint Against Amphenol, Molex, TE Connectivity And Volex; Co. Asks FTC To Investigate And Block Importation Of Products That Infringe Co.'s Patents Related To Active Electrical Cables

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Shares of companies within the broader technology sector are trading higher amid a rebound from weakness earlier this week. The sector may be seeing a boost following softer-than-expected February inflation figures.

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

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Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 20 years by 9.35% on an annualized basis producing an average annual return of 17.5%. Currently, Amphenol has a market capitalization of $76.36 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 20 years ago, it would be worth $2,505.71 today based on a price of $63.05 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741123811_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 20 Years

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Shares of companies in the broader tech sector are trading lower amid overall market uncertainty after President Trump confirmed March 4 tariffs.

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