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

貝雅維持安費諾(APH.US)買入評級，上調目標價至77美元

moomoo資訊 · 10/24 11:35 · 評級/大行評級

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.

貝雅分析師Luke Junk維持$安費諾 (APH.US)$買入評級，並將目標價從71美元上調至77美元。

根據TipRanks數據顯示，該分析師近一年總勝率為43.6%，總平均回報率為-2.0%。

AnalystRecentRatingAutoNews_202214_20241023_fd03e173cb4c32cae45d8fad0ebc840ed8380d30_1729787462349762_mm_tc

此外，綜合報道，$安費諾 (APH.US)$近期主要分析師觀點如下：

Amphenol的季度表現強勁，收入和每股收益均超過預期和分析師的預期。該公司對第四季度和下一財年的預測是保守的。資本支出顯著增加，這可能表明該公司對預計到2025年的人工智能訂單充滿信心。有人認爲，假設利潤率增長35％，額外的20億美元收入可以顯著提振每股收益的預期。但是，由於一些主要項目的設計預計會發生變化，因此在完全認可這一觀點時要謹慎行事。
值得注意的是，與人工智能相關的實力支撐了業務勢頭的全面加速，這證明了該股的溢價估值是合理的。在人工智能和非人工智能應用程序的推動下，It Datacomm的增長非常出色。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

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

風險及免責聲明

聲明