Opinions
Christine Poole
Amphenol Corporation
APH-N
DON'T BUY
Aug 20, 2024
$67.070
Stock price when the opinion was issued
Technology
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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BUY ON WEAKNESS
The 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.
Technology
It's more acquisitive and trades at a higher PE than TE.