J.P. Morgan Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $85

摩根大通維持安費諾(APH.US)買入評級，上調目標價至85美元

moomoo資訊 · 10/25 07:31 · 評級/大行評級

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.

AnalystRecentRatingAutoNews_202214_20241024_37727e14b2f740d81740d32169c2fae37838ba2e_1729816316093783_mm_en

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:

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.

摩根大通分析師Samik Chatterjee維持$安費諾 (APH.US)$買入評級，並將目標價從80美元上調至85美元。

根據TipRanks數據顯示，該分析師近一年總勝率為62.0%，總平均回報率為12.2%。

AnalystRecentRatingAutoNews_202214_20241024_37727e14b2f740d81740d32169c2fae37838ba2e_1729816316093783_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表現強勁，收入和每股收益均超過了自己的預測和共識預期。展望未來，該公司對第四季度和即將到來的財年的指導是保守的。資本支出的顯著增加可能表明該公司對2025年的人工智能相關訂單抱有強烈的預期。額外的20億美元收入和35％的增量利潤率可能會大大提高共識的每股收益預測。但是，由於預計幾個主要項目將持續進行設計修改，因此在完全認可這一觀點時謹慎行事。
Amphenol的整體業務增長勢頭得到了人工智能相關行業的強勁支撐，這爲該股的溢價估值做出了貢獻。此外，人工智能和非人工智能應用程序都推動了It Datacomm的顯著增長。

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

J.P. Morgan Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $85

J.P. Morgan Maintains Amphenol(APH.US) With Buy Rating, Raises Target Price to $85

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