On Oct 24, major Wall Street analysts update their ratings for $Amphenol (APH.US)$, with price targets ranging from $74 to $80.
BofA Securities analyst Wamsi Mohan maintains with a hold rating, and adjusts the target price from $70 to $74.
Evercore analyst Amit Daryanani maintains with a buy rating, and adjusts the target price from $75 to $80.
Truist Financial analyst William Stein maintains with a buy rating.
Seaport Global analyst Scott Graham maintains with a buy rating, and maintains the target price at $76.
Furthermore, according to the comprehensive report, the opinions of $Amphenol (APH.US)$'s main analysts recently are as follows:
Amphenol's recent quarter outperformed expectations with both revenue and earnings per share surpassing both the company's own forecasts and consensus estimates, while future forecasts for the fourth quarter and fiscal year may be seen as cautious. A notable increase in capital expenditures might indicate confidence in upcoming AI orders projected through 2025. The potential for $2 billion in additional revenues with a 35% incremental margin could notably exceed the current consensus in earnings per share, although there is hesitation to fully endorse this possibility at present due to ongoing design adjustments in some major programs.
The acceleration of business momentum, supported by AI-related strength, is justifying the stock's premium valuation. Additionally, both AI and non-AI applications have significantly contributed to robust IT Datacomm growth.
Here are the latest investment ratings and price targets for $Amphenol (APH.US)$ from 4 analysts:
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美東時間10月24日,多家華爾街大行更新了$安費諾 (APH.US)$的評級,目標價介於74美元至80美元。
美銀證券分析師Wamsi Mohan維持持有評級,並將目標價從70美元上調至74美元。
Evercore分析師Amit Daryanani維持買入評級,並將目標價從75美元上調至80美元。
儲億銀行分析師William Stein維持買入評級。
Seaport Global分析師Scott Graham維持買入評級,維持目標價76美元。
此外,綜合報道,$安費諾 (APH.US)$近期主要分析師觀點如下:
安諾電子最近一個季度表現優於預期,營業收入和每股收益均超過公司自身的預測和共識估計,而第四季度和財年未來預測可能被視爲謹慎。資本支出的顯着增加可能表明對通過2025年預計的人工智能訂單的信懇智能。額外營收20億美元的潛力,以35%的增量利潤率,可能顯著超出當前每股收益的共識,儘管由於一些主要項目中持續的設計調整,目前對這種可能性存在猶豫。
業務動能的加速,得益於與人工智能相關的實力,正在爲股票的溢價估值提供正當理由。此外,人工智能和非人工智能應用都顯著促進了強勁的It Datacomm增長。
以下爲今日4位分析師對$安費諾 (APH.US)$的最新投資評級及目標價:
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