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Amphenol Corporation (APH) Stock Analysis

Temp Headwind edge

Buy WaitModerate Confidence

Technology · Electronic Components

Wait — supporting gate not met yet. Price is at or below entry $134.56 but weak momentum still blocks BUY_NOW. Key risks: Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.3): -0.5.

Amphenol is one of the world's largest designers and manufacturers of connectors, interconnect systems, antennas, sensors, and specialty cable across three segments: Communications Solutions (52% of 2025 sales), Harsh Environment Solutions (26%), and Interconnect and Sensor... Read more

$120.64+35.4% A.UpsideScore 6.2/10#2 of 24 Electronic Components
QualityF-score8 / 9FCF yield2.43%
IncomeYield0.84%(5y avg 0.85%)Payout23.85%sustainable
Entry $134.56(Support Atr Sticky)Stop $123.58Target $163.55(analyst − 10%)A.R:R 3.9:1
Analyst target$181.72+50.6%18 analysts
$163.55our TP
$120.64price
$181.72mean
$215

Wait — supporting gate not met yet. Price is at or below entry $134.56 but weak momentum still blocks BUY_NOW. Key risks: Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.3): -0.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 1.02, quality 7.7/10, growth 8.4/10). Score 6.2/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: moderate.

Recent Developments — Amphenol Corporation

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.7 in RISK_OFF)
Strong earnings beat streak (3/4)
High-quality business
Risks
Sector modifier (Technology): -0.8
Leverage penalty (D/E 1.3): -0.5
Negative momentum

Key Metrics

P/E (TTM)34.3
P/E (Fwd)21.2
Mkt Cap$146.6B
EV/EBITDA19.7
Profit Mgn17.2%
ROE36.8%
Rev Growth58.4%
Beta1.30
Dividend0.84%
Rating analysts24

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.85neutral
IV52%elevated
Max Pain$75-37.8% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicChina16%
    10-K Item 1A: 'During 2025, non-U.S. markets constituted approximately 65% of the Company's net sales, with China constituting approximately 16% of the Company's net sales.'

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

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
2.2
Rsi
3.0
Capitulation risk (RSI 25, below 200MA)Volume distribution (falling OBV)Below 200-MA but MA still rising (+4.6%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 1.2<4.5A.R:R 3.9 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 70d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
25 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $118.01Resistance $154.92

Price Targets

$124
$135
$164
A.Upside+35.6%
A.R:R3.9:1

Position Sizing

ConvictionHigh conviction
Suggested %1.1%
Max %2.2%
RegimeRisk-Off

Risk Alerts

! Momentum score 1.2/10 — below 4.5 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-29 (70d)

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 — supporting gate not met yet. Price is at or below entry $134.56 but weak momentum still blocks BUY_NOW. Key risks: Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.3): -0.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 1.02, quality 7.7/10, growth 8.4/10). Target $163.55 (+35.6%), stop $123.58 (−-2.4%), Setup A.R:R 6.8:1. Score 6.2/10, moderate confidence.

What is the APH stock price target?

Take-profit target: $163.55 (+35.4% upside). Target $163.55 (+35.6%), stop $123.58 (−-2.4%), Setup A.R:R 6.8:1. Stop-loss: $123.58.

What are the risks of investing in APH?

Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.3): -0.5; Negative momentum.

Is APH overvalued or undervalued?

Amphenol Corporation trades at a P/E of 34.3 (forward 21.2). TrendMatrix value score: 5.8/10. 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: $182.

What does Amphenol Corporation do?Amphenol is one of the world's largest designers and manufacturers of connectors, interconnect systems, antennas,...

Amphenol is one of the world's largest designers and manufacturers of connectors, interconnect systems, antennas, sensors, and specialty cable across three segments: Communications Solutions (52% of 2025 sales), Harsh Environment Solutions (26%), and Interconnect and Sensor Systems (22%). No single customer exceeded 10% of 2025 net sales; China represented ~16% of net sales and ~37% of long-lived assets.

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