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 $2 billion in additional revenues with 35% incremental margins could substantially exceed consensus EPS expectations, although there is hesitation to fully endorse this idea presently due to anticipated ongoing design changes in some major programs.
The firm noted that AI-related strength is supporting an acceleration in business momentum overall, which justifies the stock's premium valuation. Additionally, both AI and non-AI applications have contributed to outstanding IT Datacomm growth.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Amit Daryanani維持$安費諾 (APH.US)$買入評級，並將目標價從75美元上調至80美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.3%，總平均回報率為12.3%。
此外，綜合報道，$安費諾 (APH.US)$近期主要分析師觀點如下：
安諾電子交出了一個強勁的季度報告，超過了營業收入和每股收益的預期，同時爲第四季度和即將到來的財政年度提供了穩健的指導。該公司顯著增加了資本支出，可能表明對到2025年預期的人工智能訂單有信心。建議額外20億美元的營業收入，35%的增量利潤率可能會大幅超出一致預期的每股收益，儘管目前對此想法表達了猶豫，因爲預計有些重大項目將繼續進行設計更改。
該公司指出，與人工智能相關的實力支撐着整體業務勢頭的加速，從而證明了該股票的溢價估值。此外，人工智能和非人工智能應用均對出色的 It Datacomm 增長做出了貢獻。
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