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Amphenol Corporation (APH) Stock Analysis

Range Bound setup

HoldVALUE-TRAP 1/5Moderate Confidence

Technology · Electronic Components

Hold if already holding. Not a fresh buy at $143.57, but acceptable to hold if already in. Reasons: Thin upside margin: 6.4%; 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

$143.57+6.4% A.UpsideScore 5.9/10#3 of 24 Electronic Components
Stop $133.52Target $152.80(analyst − 10%)A.R:R 0.5:1
Analyst target$169.78+18.3%18 analysts
$152.80our TP
$143.57price
$169.78mean
$135
$210

Hold if already holding. Not a fresh buy at $143.57, but acceptable to hold if already in. Reasons: Thin upside margin: 6.4%; Leverage penalty (D/E 1.3): -0.5. Chart setup: RSI 47 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.9/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news boost analyst 0.50, news boost analyst cluster(5), earnings proximity 89d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Positive news sentiment (+0.67)
Earnings estimates trending UP
Risks
Thin upside margin: 6.4%
Leverage penalty (D/E 1.3): -0.5
Negative momentum

Key Metrics

P/E (TTM)42.3
P/E (Fwd)28.4
Mkt Cap$181.1B
EV/EBITDA24.1
Profit Mgn17.2%
ROE36.8%
Rev Growth58.4%
Beta
Dividend0.68%
Rating analysts24

Quality Signals

Piotroski F8/9

Options Flow

P/C1.19bearish
IV52%elevated
Max Pain$85-40.8% 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

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.5<4.5A.R:R 0.5 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.50NEWS BOOST ANALYST CLUSTER(5)EARNINGS PROXIMITY 89d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
47 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $124.68Resistance $155.46

Price Targets

$134
$153
A.Upside+6.4%
A.R:R0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! NEWS_MOD=+2: SELL_IF_HOLDING → HOLD_IF_HOLDING
! Momentum score 2.5/10 — below 4.5 minimum
! Reward/Risk 0.5:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (89d)

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?

Hold if already holding. Not a fresh buy at $143.57, but acceptable to hold if already in. Reasons: Thin upside margin: 6.4%; Leverage penalty (D/E 1.3): -0.5. Chart setup: RSI 47 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $152.80 (+6.4%), stop $133.52 (−7.5%), A.R:R 0.5:1. Score 5.9/10, moderate confidence.

What is the APH stock price target?

Take-profit target: $152.80 (+6.4% upside). Target $152.80 (+6.4%), stop $133.52 (−7.5%), A.R:R 0.5:1. Stop-loss: $133.52.

What are the risks of investing in APH?

Thin upside margin: 6.4%; Leverage penalty (D/E 1.3): -0.5; Negative momentum.

Is APH overvalued or undervalued?

Amphenol Corporation trades at a P/E of 42.3 (forward 28.4). TrendMatrix value score: 4.1/10. Verdict: Hold.

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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