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:
Note:
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美東時間10月24日，多家華爾街大行更新了$安費諾 (APH.US)$的評級，目標價介於74美元至80美元。
美銀證券分析師Wamsi Mohan維持持有評級，並將目標價從70美元上調至74美元。
Evercore分析師Amit Daryanani維持買入評級，並將目標價從75美元上調至80美元。
儲億銀行分析師William Stein維持買入評級。
Seaport Global分析師Scott Graham維持買入評級，維持目標價76美元。
此外，綜合報道，$安費諾 (APH.US)$近期主要分析師觀點如下：
安諾電子最近一個季度的表現超出預期，無論是營業收入還是每股收益都超過了公司自己的預測和共識估計，而第四季度和財政年度的未來預測可能被視爲謹慎。資本支出的顯着增加可能表明對2025年以前的人工智能訂單的信懇智能，預計額外收入達到20億美元，較35%的增量利潤率可能顯着超過目前每股收益的共識，儘管由於一些重大項目的持續設計調整，目前對此可能性有所猶豫。
業務增長的加速，得到人工智能相關實力的支持，證實了股票的溢價估值。此外，人工智能和非人工智能應用都顯着促成了強勁的IT數據通信增長。
以下爲今日4位分析師對$安費諾 (APH.US)$的最新投資評級及目標價：
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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。
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