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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美东时间10月24日，多家华尔街大行更新了$安费诺 (APH.US)$的评级，目标价介于74美元至80美元。
美银证券分析师Wamsi Mohan维持持有评级，并将目标价从70美元上调至74美元。
Evercore分析师Amit Daryanani维持买入评级，并将目标价从75美元上调至80美元。
储亿银行分析师William Stein维持买入评级。
Seaport Global分析师Scott Graham维持买入评级，维持目标价76美元。
此外，综合报道，$安费诺 (APH.US)$近期主要分析师观点如下：
安诺电子最近一个季度的表现超出预期，营业收入和每股收益均超过了公司自身的预测和共识估计，而第四季度和财年的未来预测可能被视为保守。资本支出的显著增加可能表明对即将到来的2025年的人工智能订单的信心。预计额外创收20亿美元，边际增长率为35％，这在每股收益方面可能明显超过当前的共识，尽管由于一些主要项目的持续设计调整，目前对此可能性存在犹豫。
业务动力的加速，得益于与人工智能相关的实力，这正证明了股票的溢价估值。此外，人工智能和非人工智能应用都显着促进了强劲的IT数据通信增长。
以下为今日4位分析师对$安费诺 (APH.US)$的最新投资评级及目标价：
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