Do Wall Street Analysts Like Amphenol Stock?

Amphenol Corporation, a global manufacturer of electrical, electronic, and fiber-optic connectivity products based in Wallingford, Connecticut, has been experiencing impressive growth and outperforming the market. With a market cap of approximately $209.6 billion, the company's stock has seen a 50.9% increase over the past 52 weeks, outpacing the S&P 500 Index's 20.6% return. In 2026, APH stock has risen by 22.7% year-to-date, surpassing the broader market's 13.9% increase.

Amphenol's success can be attributed to its expanding involvement in artificial intelligence (AI) infrastructure, as hyperscalers invest heavily in data centers and the necessary connectivity products. Q2 FY2026 results show a 55% year-over-year increase in consolidated net sales to $8.76 billion, with IT datacom leading the growth at 63% organic growth. Adjusted operating margins have risen by 4.2 percentage points to 29.8%.

Looking ahead, analysts expect continued growth, with Q3 FY2026 sales projections of $9.3 billion to $9.4 billion, representing 50% to 52% growth. Adjusted diluted EPS is forecasted to be $1.40 to $1.42, growing 51% to 53% year-over-year. For the full year FY2026, diluted EPS is projected at $5.25, a 57.2% year-over-year increase.

Consistently exceeding Wall Street's EPS estimates in the last four quarters has maintained a strongly positive sentiment, with an overall Strong Buy rating from 17 analysts, 15 of whom assign a Strong Buy rating.

UBS analyst Joseph Spak recently increased Amphenol's price target to $197 from $185 and kept a Buy rating, while Seaport Global's Scott Graham suggests a Street-High target of $230, indicating a potential gain of 38.8% from current levels. The average price target of $197.35 suggests a 19.1% upside from the current level.