J.P. Morgan analyst Samik Chatterjee maintains $Amphenol (APH.US)$ with a buy rating, and adjusts the target price from $80 to $85.
According to TipRanks data, the analyst has a success rate of 62.0% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Amphenol (APH.US)$'s main analysts recently are as follows:
Amphenol demonstrated a robust quarter, with revenue and EPS surpassing both its own forecasts and consensus estimates. Looking ahead, the company's guidance for Q4 and the upcoming fiscal year is on the conservative side. A notable increase in capital expenditures may indicate the company's strong expectations for AI-related orders stretching into 2025. An additional $2B in revenues with a 35% incremental margin could considerably elevate consensus EPS projections. However, caution is being exercised in fully endorsing this perspective due to the anticipation of ongoing design modifications in several major programs.
The overall accelerating business momentum for Amphenol is being supported by strength in AI-related sectors, contributing to the stock's premium valuation. Moreover, both AI and non-AI applications have fueled significant growth in IT Datacomm.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Samik Chatterjee维持$安费诺 (APH.US)$买入评级，并将目标价从80美元上调至85美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.0%，总平均回报率为12.2%。
此外，综合报道，$安费诺 (APH.US)$近期主要分析师观点如下：
Amphenol表现强劲，收入和每股收益均超过了自己的预测和共识预期。展望未来，该公司对第四季度和即将到来的财年的指导是保守的。资本支出的显著增加可能表明该公司对2025年的人工智能相关订单抱有强烈的预期。额外的20亿美元收入和35％的增量利润率可能会大大提高共识的每股收益预测。但是，由于预计几个主要项目将持续进行设计修改，因此在完全认可这一观点时谨慎行事。
Amphenol的整体业务增长势头得到了人工智能相关行业的强劲支撑，这为该股的溢价估值做出了贡献。此外，人工智能和非人工智能应用程序都推动了It Datacomm的显著增长。
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