Evercore analyst Amit Daryanani maintains $Amphenol (APH.US)$ with a buy rating, and adjusts the target price from $75 to $80.
According to TipRanks data, the analyst has a success rate of 59.3% and a total average return of 12.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Amphenol (APH.US)$'s main analysts recently are as follows:
Amphenol delivered a robust quarter, surpassing both revenue and EPS expectations, with a conservative guidance provided for Q4 and the upcoming fiscal year. The company has notably increased its capital expenditures, possibly indicating confidence in AI orders projected through 2025. It's suggested that $2 billion in additional revenues with 35% incremental margins could substantially exceed consensus EPS expectations, although there is hesitation to fully endorse this idea presently due to anticipated ongoing design changes in some major programs.
The firm noted that AI-related strength is supporting an acceleration in business momentum overall, which justifies the stock's premium valuation. Additionally, both AI and non-AI applications have contributed to outstanding IT Datacomm growth.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析师Amit Daryanani维持$安费诺 (APH.US)$买入评级，并将目标价从75美元上调至80美元。
根据TipRanks数据显示，该分析师近一年总胜率为59.3%，总平均回报率为12.3%。
此外，综合报道，$安费诺 (APH.US)$近期主要分析师观点如下：
安诺电子交出了一个强劲的季度报告，超出了营业收入和每股收益的预期，同时为第四季度和即将到来的财年提供了保守的指导。该公司显著增加了资本支出，可能表明对到2025年预计的人工智能订单的信恳智能。建议额外20亿美元的营业收入，35%的增量毛利率可能大幅超过共识每股收益的预期，尽管目前由于一些主要项目预期中的持续设计更改而对这一想法表示一些犹豫。
该公司指出，与人工智能相关的优势支持了整体业务势头的加速，这证明了该公司股票的优越估值。此外，人工智能和非人工智能应用均促成了优秀的IT数据通信增长。
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