Opinions
Josh Brown, CEO, Ritholtz Wealth Management
Amphenol Corporation
APH-N
BUY ON WEAKNESS
Jun 20, 2025
$93.820
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.
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.