Baird Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $77

贝雅维持安费诺(APH.US)买入评级，上调目标价至77美元

moomoo资讯 · 10/24 11:35 · 评级/大行评级

Baird analyst Luke Junk maintains $Amphenol (APH.US)$ with a buy rating, and adjusts the target price from $71 to $77.

According to TipRanks data, the analyst has a success rate of 43.6% and a total average return of -2.0% over the past year.

AnalystRecentRatingAutoNews_202214_20241023_fd03e173cb4c32cae45d8fad0ebc840ed8380d30_1729787462349762_mm_en

Furthermore, according to the comprehensive report, the opinions of $Amphenol (APH.US)$'s main analysts recently are as follows:

Amphenol delivered a robust quarter with both revenue and EPS surpassing guidance as well as analyst expectations. The company's projections for Q4 and the coming fiscal year were presented with a conservative stance. There was a notable increase in capital expenditures, potentially indicating the company's confidence in AI orders projected through to 2025. It's suggested that an additional $2B in revenues could significantly bolster EPS forecasts, assuming 35% incremental margins. However, there is caution in fully endorsing this perspective due to anticipated design alterations in some major programs.
AI-related strength is noted to be underpinning an acceleration in business momentum across the board, justifying the stock's premium valuation. Growth in IT Datacomm has been outstanding, driven by both AI and non-AI applications.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

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.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

贝雅分析师Luke Junk维持$安费诺 (APH.US)$买入评级，并将目标价从71美元上调至77美元。

根据TipRanks数据显示，该分析师近一年总胜率为43.6%，总平均回报率为-2.0%。

AnalystRecentRatingAutoNews_202214_20241023_fd03e173cb4c32cae45d8fad0ebc840ed8380d30_1729787462349762_mm_sc

此外，综合报道，$安费诺 (APH.US)$近期主要分析师观点如下：

Amphenol的季度表现强劲，收入和每股收益均超过预期和分析师的预期。该公司对第四季度和下一财年的预测是保守的。资本支出显著增加，这可能表明该公司对预计到2025年的人工智能订单充满信心。有人认为，假设利润率增长35％，额外的20亿美元收入可以显著提振每股收益的预期。但是，由于一些主要项目的设计预计会发生变化，因此在完全认可这一观点时要谨慎行事。
值得注意的是，与人工智能相关的实力支撑了业务势头的全面加速，这证明了该股的溢价估值是合理的。在人工智能和非人工智能应用程序的推动下，It Datacomm的增长非常出色。

提示:

TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。

TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。

分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。

总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。

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Baird Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $77

Baird Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $77

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