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Research Alert: CFRA Keeps Buy Opinion On Shares Of Amphenol Corporation
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Amphenol Corporation
Jul 8, 2025 9:31 AM

11:30 AM EDT, 07/08/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our target price to $110 from $85, shifting to a P/E of 37x our 2026 EPS view, above APH's three-year average (~28x) on sizeable AI tailwinds. We also increase our 2025 EPS view to $2.55 from $2.40 and 2026's to $2.98 from $2.59. Our target price is up due to expanding AI infrastructure TAM driving higher interconnect content per GPU rack. This has been particularly benefiting APH's copper cable portfolio, which generates ~$75k per rack across 5,000 cables. We expect APH to maintain its leadership in high-performance environmental connectors while capturing increased share in IT datacom as cloud service providers scale next-generation architectures. The company's strong ROIC profile, consistent 20%+ operating margins, and track record of accretive acquisitions support our higher multiple as APH capitalizes on both traditional defense/aerospace strength and emerging AI connectivity demands.

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