Opinions
Matt Kacur
Amphenol Corporation
APH-N
TOP PICK
Aug 06, 2025
$108.930
Stock price when the opinion was issued
Technology
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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
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)