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.
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 $2B in revenues with a 35% incremental margin could considerably elevate consensus EPS projections. However, caution is being exercised in fully endorsing this perspective due to the anticipation of ongoing design modifications in several major programs.
The overall accelerating business momentum for Amphenol is being supported by strength in AI-related sectors, contributing to the stock's premium valuation. Moreover, both AI and non-AI applications have fueled significant growth in IT Datacomm.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Samik Chatterjee維持$安費諾 (APH.US)$買入評級，並將目標價從80美元上調至85美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.0%，總平均回報率為12.2%。
此外，綜合報道，$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。
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