APH Amphenol Corp. - Ordinary Shares - Class A

$APH keep wondering why more retail investors aren’t talking about this one. I know connectors, cables and sensors aren’t exactly the sexiest AI story 😂, but they’re absolutely critical to the infrastructure buildout. Everyone talks chips, compute and power, but all of that hardware has to connect and communicate. APH is one of those boring-but-essential picks I think gets overlooked. A friend of mine just got hired there and described it as “the connectors that connect everything.” That’s basically the company. 😆

$APH Goldman Sachs analyst out with a bullish note. Raised his 12-month price target to $116 to better reflect data center capex growth. Cites $APH's expanding role as a critical global supplier of fiber-optic interconnect capabilities, electronic components, and connectors needed to support escalating AI infrastructure demand. $APH is expected to report Q3 earnings on Oct 28th. Amphenol expects sales to be in the range of $9.3 -$9.4B, representing a 50% to 52% increase YOY. Adjusted Diluted EPS is expected to be in the range of $1.40 to $1.42, representing a 51% to 53% increase from Q3/2025.

$APH Growth outlook is rated 9/10 because Amphenol participates in several multi-year secular markets: AI and hyperscale data centers require high-speed optical interconnects, power backplanes, and cooling systems; vehicle electrification increases electronic content per vehicle; and defense, aerospace, and satellite applications support long-cycle ruggedized connector demand. The broader electronic connector market is projected to rise from $75.00 billion in 2025 to $109.10 billion by 2035, a 3.7% CAGR, while high-performance rectangular connectors are growing at 5.1%. Amphenol can outgrow the market through share gains and acquisitions in a fragmented industry. Q2 IT datacom sales grew 89% and Communications Solutions grew 85% in USD, with organic growth of 63% and 42%, respectively. The five-year scenarios frame a 4.0% low, 10.0% base, and 15.0% high revenue CAGR, but dependence on AI capex limits the score to 9.

$APH $89.93 ath, er in pre 10/28. Just got a $116 pt, that may be a little aggressive but $100 by Q1 possible

$APH currently the highest rated 'bull select' on the trendedge app. Retesting resistance at $87-88.50 for third time in a few months. RSI reset, moving average moving steadily up

$APH 89(old)179, it's over buy for me, i wait to 80. Last short bring us to 77 min. Good lack 🙏💪

Top line and bottom line at Amphenol: sales up 54% and profit up 62% in a year. The stock scores a 19 at the moment, Excellent. That's #28 of 3,283. $APH

WEDNESDAY LATE-MORNING FLOW 🧭 $APH is the name on the board: $3.3M crossed in the Nov 20 $90 calls. At capture, contract volume was 1.5x standing open interest. Chart check: daily chart through Oct 6: last close $88.62, above its 20 and 50 day averages, with RSI at 68. The 3 month range is $69.83 to $89.93. What would confirm it: the next settled open interest. Intraday volume alone cannot tell us whether the trade opened, closed, or belonged to a larger structure.

$APH beautiful APH just beautiful I’m sorry but I have strict rules. I’m selling you at 100.

$APH wow subdued and flat on a outsized green market day. the AI build out is going nowhere but forward for the short and intermediate future... this co. will perform well. long APH..

$APH gave back its June breakout but has rebuilt into a cup with a long handle. I'm watching 88.17 as the buy point. It already cleared a trendline near 84 and closed Friday at 86.96. AI demand keeps lifting the connector maker.

$APH Nice. That split paid off. Almost 15% ahead now from when I had them assigned via short put a while ago.

$APH That was a pretty weak green day given the nice bounce in other AI infrastructure plays.