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Opinions Christine Poole
Amphenol CorporationAPHDON'T BUYAug 20, 2024
Stock price when the opinion was issued
As of Jun 16, 2026. Market Open.
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Has long, long owned this. Is fairly valued now. It faces some margin challenge though it has 45% exposure to data centres and defence, But the valuation is running up. Price target is $170, but he needs to see revenue growth accelerate.
Joe TerranovaIn tech sector. Sounds high tech, but it's so boring. They make cables, things that go "beep", translating real-world situations like an engine overheating to a usable signal. From aerospace to even organizers. Rollup strategy of about 140 little businesses in growing areas. Yield is 0.78%.
(Analysts’ price target is $170.50)
Brendan CaldwellVery good fundamentals. Has owned this 10 years. Great since August. A hold for the long term. His return is 41%, though the valuation is now high.
Matt Kacur
Electronic equipment and sensors. Aerospace, data centres. Valuation isn't perfect, and it's certainly run up quite a bit. This company has beat the "fade" (when revenue and ROC drop off) for a very long time and doesn't see that changing. He's willing to pay up for a company of this quality. Yield is 0.61%.
(Analysts’ price target is $113.50)Matt KacurThe AI play no one talks about it, because they think it's a boring industrial. But you can't build data centres without connectors, and APH is the top connector. Q1 earnings were +48% YOY. This has run up, so buy at high-$80s. If trading, sell at $81.50, or $71-72 if you're a long-term trading. APH affirmed guidance. Demand will likely remain strong.
He's owned this since inception. It benefits from AI tailwinds, and boasts 2% revenue growth.
Joe Terranova
It's more acquisitive and trades at a higher PE than TE.