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Amphenol Corporation (APH) Stock Analysis

Breakout setup

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Technology · Electronic Components

Wait for pullback to $130.33. At $148.75 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $130.33 (200-day MA) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.3): -0.5.

Amphenol is one of the world largest designers and manufacturers of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors, and specialty cable. Three segments: Communications Solutions (52% of 2025 net sales), Harsh Environment Solutions... Read more

$148.75+17.2% A.UpsideScore 6.1/10#2 of 24 Electronic Components
Entry $130.33(200-day MA)Stop $121.21Target $152.80(analyst − 10%)A.R:R 0.2:1Setup A.R:R 2.5:1
Analyst target$169.78+14.1%18 analysts
$152.80our TP
$148.75price
$169.78mean
$135
$210

Wait for pullback to $130.33. At $148.75 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $130.33 (200-day MA) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.3): -0.5. Chart setup: Golden cross, above all MAs, RSI 65, MACD bullish. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 6.1/10, moderate confidence.

Passes 5/6 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (3/4)
Earnings estimates trending UP
High-quality business
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.3): -0.5
Expensive valuation

Key Metrics

P/E (TTM)42.5
P/E (Fwd)28.6
Mkt Cap$182.4B
EV/EBITDA24.3
Profit Mgn17.2%
ROE36.8%
Rev Growth58.4%
Beta
Dividend0.67%
Rating analysts24

Quality Signals

Piotroski F8/9

Options Flow

P/C1.19bearish
IV62%elevated
Max Pain$85-42.9% vs spot

Concentration Risks(10-K Item 1A)

  • LOWGeographicChina16%
    10-K Item 1A: 'China constituting approximately 16% of the Company's net sales'

Material Events(8-K, last 90d)

  • 2026-02-05Item 5.02LOW
    Chairman Martin H. Loeffler announced retirement from Board effective May 2026 Annual Meeting after 5+ decades including CEO 1996-2008. No disagreement cited. R. Adam Norwitt (President and CEO) appointed Chairman effective same date.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R 0.2 < 1.5@spotMomentum 6.6>=5.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
65 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $123.00Resistance $155.46

Price Targets

$121
$130
$153
A.Upside+2.7%
A.R:R0.2:1
Setup A.R:R (at entry)2.5:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (3.0% upside)
! NEWS_MOD=+1: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! Reward/Risk 0.2:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-04-29 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is APH stock a buy right now?

Wait for pullback to $130.33. At $148.75 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $130.33 (200-day MA) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.3): -0.5. Chart setup: Golden cross, above all MAs, RSI 65, MACD bullish. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $152.80 (+2.7%), stop $121.21 (−22.7%), Setup A.R:R 2.5:1. Score 6.1/10, moderate confidence.

What is the APH stock price target?

Take-profit target: $152.80 (+17.2% upside). Target $152.80 (+2.7%), stop $121.21 (−22.7%), Setup A.R:R 2.5:1. Stop-loss: $121.21.

What are the risks of investing in APH?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.3): -0.5; Expensive valuation.

Is APH overvalued or undervalued?

Amphenol Corporation trades at a P/E of 42.5 (forward 28.6). TrendMatrix value score: 4.0/10. Verdict: Buy (Wait for Entry).

What do analysts say about APH?

24 analysts cover APH with a consensus score of 4.0/5. Average price target: $170.

What does Amphenol Corporation do?Amphenol is one of the world largest designers and manufacturers of electrical, electronic and fiber optic connectors,...

Amphenol is one of the world largest designers and manufacturers of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors, and specialty cable. Three segments: Communications Solutions (52% of 2025 net sales), Harsh Environment Solutions (26%), and Interconnect and Sensor Systems (22%). Approximately 65% of 2025 net sales came from non-U.S. markets.

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