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Smart Investors Daily
AP

NASDAQ · APH

Amphenol Corporation

Technology · Hardware, Equipment & Parts

$77.65

Up+$0.59 (+0.75%)

Updated Sep 16, 2026, 3:31 PM

SID Score

4.9/10

Composite research score

Smart Money

49/100

Neutral

Market cap
179.54B
P/E ratio
41.92
Dividend yield
1.17%
52-week range
$77.09 – $178.52
Volume
8.67M
Avg. volume
9.29M

Price performance

APH price history

1M range · 20 trading sessions · Daily adjusted prices

APH closed at $77.65 after 20 trading sessions, down 51.34% for the selected period.

Last close
$77.65
Period change
-51.34%
Period low
$77.65
Period high
$161.38
Daily close
View OHLC price history
APH OHLC price history, latest 40 sessions
DateOpenHighLowCloseVolume
Sep 15, 2026$78.48$79.1436$77.09$77.658.67M
Sep 14, 2026$81.20$81.60$78.36$78.5512.21M
Sep 11, 2026$82.42$84.48$82.18$83.9211.04M
Sep 10, 2026$80.00$80.85$79.23$80.2513.08M
Sep 9, 2026$80.98$82.28$80.8717$81.349.56M
Sep 8, 2026$83.56$84.00$81.575$81.7610.1M
Sep 4, 2026$82.84$83.84$81.845$82.7811.22M
Sep 3, 2026$80.82$82.16$79.33$82.0710.19M
Sep 2, 2026$80.03$81.159$77.705$80.0413.28M
Sep 1, 2026$79.555$81.645$78.3205$81.5915.44M
Aug 31, 2026$78.205$79.8475$77.965$79.27511.05M
Aug 28, 2026$80.625$80.745$78.815$78.878.46M
Aug 27, 2026$163.30$163.30$160.37$161.385.13M
Aug 26, 2026$159.07$162.62$158.96$161.345.93M
Aug 25, 2026$159.66$159.68$157.27$158.785.42M
Aug 24, 2026$155.00$156.3018$151.50$155.555.26M
Aug 21, 2026$156.50$158.41$153.81$157.016.28M
Aug 20, 2026$155.75$156.6999$152.82$153.115.42M
Aug 19, 2026$162.00$163.25$155.56$156.046.04M
Aug 18, 2026$165.20$166.38$158.10$159.577.54M

Latest APH news

The latest Smart Investors Daily articles mentioning APH.

APH research

Overview

Company profile and research snapshot.

Company profile

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

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Analyst outlook

Consensus and target data currently published for this company.

Consensus
Buy
Average target
$141.40
Implied upside
Analysts
11
APH recent ratings
DateFirmRatingTarget
Sep 9, 2026TD CowenHold
Sep 8, 2026BarclaysOverweight
Jul 30, 2026Truist SecuritiesBuy
Jul 30, 2026BNP ParibasOutperform
Jul 30, 2026CitigroupBuy
Open full forecast

News briefing

Generated Sep 16, 2026, 3:04 PM

Why Is APH Up Today? Mixed Signals Amid Valuation Debate

Amphenol gained 1.08% today as the connector and cable manufacturer continues to attract analyst attention despite a significant 49.91% cut to its consensus price target. The stock is caught between bullish assessments of its AI datacom positioning and bearish valuation concerns, with the market digesting conflicting views on whether APH represents opportunity or overvaluation.

    Bottom line: Amphenol presents a nuanced investment picture: compelling growth catalysts through AI datacom exposure and the CommScope integration are offset by a significant analyst price target cut and elevated current valuation multiples. Investors should focus on upcoming earnings reports and management commentary on datacom demand trends and integration synergies to determine whether current levels represent opportunity or a warning sign.

    Yahoo · Sep 15, 2026

    Amphenol (APH) Stock May Be 10% Undervalued On Cash Flow Strength

    Amphenol has delivered very strong long term returns, so the current share price of US$78.55 naturally raises the question of whether that run is still supported by the cash the business can generate. With the focus now on its cash flows, the market price invites a closer look at what investors are really paying for. Over the past 5 years, Amphenol has returned 342.2%, which puts a lot of weight on whether its underlying cash flows can keep backing up that kind of performance. The group’s...

    AI research layers

    Interpretive context generated from the platform’s current data sources.

    Amphenol Corporation Stock Performance

    Amphenol Corporation shares have experienced a severe decline across all measured timeframes, with the stock trading at $77.65 per SID market data. APH has fallen 52.61% over the past month, 48.93% over the trailing three months, and 43.36% over the past year, reflecting an unusually sharp selloff for a large-cap technology company. The stock is trading dramatically below both its 50-day moving average of $142.58 and its 200-day moving average of $142.82, indicating sustained bearish momentum. The 14-day relative strength index stands at 14.0, a deeply oversold reading well below the conventional 30 threshold. Per Massive/Polygon data, average daily trading volume is approximately 9.29 million shares. Amphenol's beta of 1.21 indicates higher-than-market sensitivity to broader equity movements, which may partially explain the magnitude of the drawdown. The company's market capitalization currently stands at approximately $179.5 billion.

    Amphenol Corporation Valuation Analysis

    Despite the steep price decline, Amphenol Corporation maintains elevated valuation multiples relative to broader market averages. Per SID market data, APH trades at a price-to-earnings ratio of 41.92, reflecting a premium typically associated with high-growth technology names. The PEG ratio stands at 3.67, suggesting the current earnings multiple significantly exceeds the company's expected growth rate, according to consensus estimates. Amphenol's price-to-book ratio is 13.35, indicating substantial market premium over the company's net asset value per SEC filings. The dividend yield currently sits at approximately 0.51%, a modest payout consistent with the company's growth-oriented capital allocation strategy. Within the technology sector, these valuation levels position Amphenol at the higher end of the spectrum. The combination of a steep share price decline and still-elevated multiples suggests prior valuation levels were exceptionally stretched before the recent correction took hold across the broader market.

    Smart Money Activity for APH

    Amphenol Corporation's composite smart money score registers at 49 out of 100 with a neutral signal, per SID market data, indicating no strong directional conviction from sophisticated market participants. The institutional component scores a perfect 25 out of 25, reflecting robust ownership and continued positioning by large asset managers according to 13F institutional filings. However, the insider trading score is notably weaker at 6.2 out of 25, with SEC Form 4 filings showing 15 insider transactions over the past 90 days — comprising 7 purchases and 8 sales. The near-even split between buys and sells provides limited directional clarity from corporate insiders. The dark pool activity score is also low at 6.2 out of 25, suggesting below-average institutional block trading interest at current price levels. Congressional trading activity scores 12 out of 25, representing moderate legislative interest. The divergence between strong institutional ownership and weak insider conviction creates a mixed picture for smart money analysis, with no single component providing a definitive bullish or bearish catalyst for near-term positioning.

    Amphenol Corporation Earnings Outlook

    Amphenol Corporation has demonstrated consistent earnings outperformance in its most recently reported quarters, according to company earnings reports. In the most recent quarter reported on July 29, 2026, APH posted earnings per share of $1.35, exceeding the consensus analyst estimate of $1.17 by $0.18, representing a 15.4% upside surprise. The prior reported quarter on April 29, 2026 also showed a beat, with actual EPS of $1.06 versus the $0.95 estimate, a $0.11 positive surprise. Looking ahead, analyst estimates project EPS of $1.17 for the upcoming quarter with results expected on July 22, 2026, and $0.94 for the following period with results expected on April 22, 2026. The sequential growth trajectory from $1.06 to $1.35 in reported quarters suggests accelerating earnings momentum. The pattern of double-digit earnings surprises indicates that consensus estimates may continue to understate Amphenol's actual earnings power.

    Wall Street Analyst Ratings for APH

    Wall Street analyst sentiment toward Amphenol Corporation remains predominantly constructive despite the stock's significant price decline, per SID consensus data. In the most recent rating actions, TD Cowen maintained a Hold rating on September 9, 2026, representing the most cautious stance among tracked analysts. Barclays reiterated an Overweight rating on September 8, 2026, maintaining its positive positioning. Following the strong July earnings report, three firms issued concurrent reiterations on July 30, 2026: Truist Securities maintained Buy, BNP Paribas maintained Outperform, and Citigroup maintained Buy. Notably, all five recent analyst actions were reiterations of existing ratings rather than upgrades or downgrades, suggesting analysts have not adjusted their fundamental views despite the steep drawdown. The consensus skews bullish, with four of five tracked analysts maintaining Buy-equivalent ratings and only one firm holding a neutral stance according to Wall Street analyst reports. No analyst has issued a Sell or Underweight rating in the reviewed period.