Amphenol (APH)

• Market cap: $86.2B
• 1 day: 0.35%
• 5 days: 6.17%
• 1 month: 17.32%
• 3 months: 7.38%
• 6 months: 12.57%
• Year to date: 11.51%
• 1 year: 27.42%
• 5 years: 248.66%
• 10 years: 456.00%
• Sector: Technology
• Industry: Electronic Components

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

Employees: 125,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

138% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 87

9% more capital invested

Capital invested by funds: $72.4B [Q3] → $79.1B (+$6.72B) [Q4]

8% more funds holding

Funds holding: 1,278 [Q3] → 1,378 (+100) [Q4]

6% more funds holding in top 10

Funds holding in top 10: 47 [Q3] → 50 (+3) [Q4]

2.18% more ownership

Funds ownership: 92.24% [Q3] → 94.42% (+2.18%) [Q4]

10% more call options, than puts

Call options by funds: $205M | Put options by funds: $187M

2% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 494

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $80 4% upside
• Avg. target: $85 11% upside
• High target: $91 18% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs Mark Delaney 54% 1-year accuracy 21 / 39 met price target	4% upside $80	Buy Maintained	24 Apr 2025
UBS Chris Snyder 30% 1-year accuracy 6 / 20 met price target	10% upside $85	Buy Maintained	24 Apr 2025
Citigroup Asiya Merchant 30% 1-year accuracy 12 / 40 met price target	10% upside $85	Buy Maintained	24 Apr 2025
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target	18% upside $91	Overweight Maintained	24 Apr 2025
Baird Luke Junk 53% 1-year accuracy 8 / 15 met price target	10% upside $85	Outperform Maintained	24 Apr 2025