Amphenol (APH) Stock Is Up, What You Need To Know

What Happened?

Shares of electrical connector manufacturer Amphenol (NYSE:APH) jumped 3% in the afternoon session after analysts at Barclays and Citigroup raised their price targets on the stock. Barclays maintained its "Overweight" rating while increasing its price target on Amphenol to $175.00 from $156.00. 

Similarly, Citigroup, which has a "buy" rating on the stock, lifted its price target to $180.00 from $175.00. The positive analyst actions followed the company's strong fourth-quarter 2025 financial report from the previous day. In that report, Amphenol announced that both its sales and adjusted earnings beat estimates, growing 49% and 76% year-over-year, respectively. The company also provided an optimistic outlook, expecting first-quarter 2026 sales to increase by 43% to 45% compared to the prior year.

After the initial pop the shares cooled down to $149.81, up 2.8% from previous close.

Is now the time to buy Amphenol? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Amphenol’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 14 days ago when the stock gained 5.7% on the news that analysts at Goldman Sachs and BofA raised their price targets, citing the company's growing role as a key supplier for the artificial intelligence (AI) industry. The investment banks viewed Amphenol as a “picks-and-shovels” play on AI spending, meaning it provided essential technology for the sector's growth. Goldman Sachs and BofA raised their price targets to $183 and $165, respectively, while keeping their buy ratings on the stock. This optimism followed Amphenol's acquisition of Commscope's Connectivity and Cable Solutions business, a move that expanded its fiber optic interconnect capabilities for data centers and communication networks, which are critical for supporting AI infrastructure.

Amphenol is up 7.2% since the beginning of the year, but at $149.81 per share, it is still trading 9.9% below its 52-week high of $166.25 from January 2026. Investors who bought $1,000 worth of Amphenol’s shares 5 years ago would now be looking at an investment worth $4,798.

Do you want to know what moves the business you care about? Add them to your StockStory watchlist and every time a stock significantly moves, we provide you with a timely explanation straight to your inbox. It’s free and will only take you a second.