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.
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 $2B in revenues could significantly bolster EPS forecasts, assuming 35% incremental margins. However, there is caution in fully endorsing this perspective due to anticipated design alterations in some major programs.
AI-related strength is noted to be underpinning an acceleration in business momentum across the board, justifying the stock's premium valuation. Growth in IT Datacomm has been outstanding, driven by both AI and non-AI applications.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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贝雅分析师Luke Junk维持$安费诺 (APH.US)$买入评级，并将目标价从71美元上调至77美元。
根据TipRanks数据显示，该分析师近一年总胜率为43.6%，总平均回报率为-2.0%。
此外，综合报道，$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。
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