Opinions
Joe Terranova
Amphenol Corporation
APH-N
BUY
Jun 18, 2025
$93.470
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
He's owned this since inception. It benefits from AI tailwinds, and boasts 2% revenue growth.