financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Buy Opinion On Shares Of Amphenol Corporation
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
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.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Maintains Buy Opinion On Shares Of O'reilly Automotive Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of O'reilly Automotive Inc.
Jul 8, 2025
12:30 PM 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 are updating our price target for the company's recently-completed 15-for-1 stock split. As a result, our price target goes to $100 from $1,500, based on a 2026 P/E of...
Research Alert: CFRA Retains Buy Opinion On Shares Of Alnylam Pharmaceuticals, Inc.
Research Alert: CFRA Retains Buy Opinion On Shares Of Alnylam Pharmaceuticals, Inc.
Jul 8, 2025
01:00 PM 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 12-month target price to $367 from $343 based on our net present value (NPV) analysis. We lift our 2025 EPS estimate to $1.15 from $0.69, as we...
Research Alert: CFRA Initiates Coverage On Shares Of Robinhood Markets Inc. With A Buy Opinion
Research Alert: CFRA Initiates Coverage On Shares Of Robinhood Markets Inc. With A Buy Opinion
Jul 8, 2025
07:55 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 initiate coverage on HOOD with a Buy rating and target of $118, 62.1x our 2026 EPS estimate, reflecting a premium to the company's three-year forward P/E average of 46.5x....
Research Alert: CFRA Keeps Buy Opinion On Shares Of Amphenol Corporation
Research Alert: CFRA Keeps Buy Opinion On Shares Of Amphenol Corporation
Jul 8, 2025
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...
Copyright 2023-2026 - www.financetom.com All Rights Reserved