Amphenol Corp., US0320951017

Wolfe Research starts coverage of Amphenol stock at USD 105.00

Published on 10/02/2026 at 12:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 55.00 percent to USD 8.76 billion. Amphenol stock costs EUR 77.03 on October 2, 2026 versus EUR 76.44, plus 0.77 percent.

Fotorealistischer Blick auf eine moderne Elektronikfabrik von Amphenol Corp — Amphenol Corp. betreibt hochmoderne Elektronikfabriken und produziert Steckverbinder weltweit unter ISIN US0320951017, Illustration mit AI erstellt.

Amphenol Corporation (ISIN US0320951017) was trading at EUR 77.03 at Lang & Schwarz on October 2, 2026 at 12:39 p.m. CEST, up 0.77 percent versus the EUR 76.44 prior close. According to CNBC on September 30, 2026, Wolfe Research initiated coverage with an outperform rating and a USD 105.00 price target. The latest operating figures give that target a concrete growth argument, while the valuation leaves less room for execution misses.

Growth clears the latest estimates

Amphenol reported second-quarter 2026 revenue of USD 8.76 billion, up 55.00 percent from the same quarter a year earlier. Diluted earnings per share reached USD 0.69, while MarketBeat reported adjusted earnings per share of USD 0.68 against a USD 0.60 consensus estimate for the quarter. Revenue also exceeded the USD 8.26 billion estimate cited by the same source.

The comparison matters because the business is exposed to data infrastructure demand rather than a single product cycle. Amphenol says it supplies connectors, sensors, antennas and high-speed cable solutions across automotive, communications, aerospace, defense, industrial and information technology markets, according to its Amphenol corporate website.

Analyst optimism meets valuation

MarketBeat said on October 1, 2026, that 16 of 18 analysts rated Amphenol a Buy and two rated it a Hold, producing a Moderate Buy consensus and a USD 96.85 average target. The same report cited a P/E ratio above 42 and insider sales of 2,098,608 shares valued at USD 172.3 million over the previous 90 days, creating a measurable counterweight to the bullish coverage.

The market capitalization was USD 211.3 billion as of October 1, 2026. The primary NYSE listing stood at USD 85.67 at the latest available primary-exchange timestamp on October 1, 2026, against a 52-week range of USD 59.01 to USD 89.26, so the euro quote and the US listing remain separate reference points.

October 28 brings the next report

Amphenol's next earnings date is October 28, 2026, according to Yahoo Finance. That report will show whether the 55.00 percent second-quarter revenue growth translated into another period of above-consensus execution.

Stock holds a quantified growth premium

At EUR 77.03, Amphenol stock was up 0.77 percent versus the EUR 76.44 prior close at Lang & Schwarz on October 2, 2026 at 12:39 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Amphenol stock.