| Fecha | Trimestre | Sesión | BPA (est → real) | Ingresos (est → reales) |
|---|---|---|---|---|
| 28 oct 2026Próximo | Q3 2026 | — | 1,42 | 9,37 B |
28 ago 2026
Amphenol (APH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]
27 ago 2026
When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?
Amphenol Corporation continues to outperform, with Q2 sales up 55% to $8.8B and organic growth at 30%, though momentum is moderating. Click for more on APH.
26 ago 2026
Amphenol's Communications Solutions growth is surging as AI datacom demand and acquisitions fuel gains, even as TE Connectivity and Bel Fuse intensify competition.
24 ago 2026
Amphenol stock has delivered very strong gains over the past five years, yet the current valuation checks now point to a more cautious picture. The Discounted Cash Flow (DCF) intrinsic value estimate indicates the shares trade at a premium, while earnings-based multiples look closer to fair. Amphenol has returned 327.0% over the past five years, which puts extra focus on whether today’s price leaves much room for error. Recent coverage highlights robust growth expectations for earnings and...
21 ago 2026
VRT's margin gains and strong sales growth are reshaping its competitive position as Amphenol and Super Micro Computer expand in AI infrastructure.
20 ago 2026
Amphenol (NYSE:APH) has outperformed the market over the past 15 years by 11.51% on an annualized basis producing an average annual return of 24.81%. Currently, Amphenol has a market capitalization of $191.16 billion.
19 ago 2026
Amphenol (APH) possesses solid growth attributes, which could help it handily outperform the market.
Marvell Technology's AI-driven connectivity growth outpaces Amphenol, but its premium valuation makes APH the safer bet for now.
The consensus price target hints at a 25.7% upside potential for Amphenol (APH). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
18 ago 2026
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
17 ago 2026
Amphenol (APH) is back in focus after the company approved a third-quarter 2026 dividend of $0.25 per share, or $0.125 per share post split, payable on October 14. See our latest analysis for Amphenol. The latest dividend decision lands as Amphenol’s share price continues a strong run, with a 30 day share price return of 10.52% and a 90 day share price return of 40.19%. Over a longer stretch, total shareholder return over the past year is 51.49%, and the five year total shareholder return is...
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]
Hewlett Packard Enterprise, Coherent and Amphenol are in bases as funds load up. Eli Lilly is also among big money's favorites.
Gainers Amphenol (NYSE:APH) stock increased by 101.3% to $168.21 during Monday's pre-market session. The company's market cap stands at $102.7 billion. FiEE (NASDAQ:FIEE) shares rose 15.0% to $5.75. The market
14 ago 2026
APH is broadening its AI interconnect opportunity as rising bandwidth, optical adoption and power needs drive data-center demand.
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
