Amphenol Shares Dip 1.3% as Earnings Spark Analyst Upgrades and 101st Trading Volume Rank

Amphenol (NYSE:APH) closed July 29, 2025, down 1.30% with a trading volume of $1.00 billion, ranking 101st in market activity. The stock has drawn attention following a strong quarterly earnings report that exceeded revenue and EPS estimates, prompting analyst upgrades and institutional investor activity.

Analysts raised 2025 revenue forecasts for Amphenol to $21.7 billion, a 15% increase from the prior year, with earnings per share projected to rise 18% to $3.08. Price targets were lifted 13% to $112, reflecting heightened optimism about the company’s growth potential. Analysts highlighted a 32% annualized revenue growth forecast for 2025, outpacing the industry’s projected 7.9% expansion. However, estimates remain spread between $83 and $126 per share, indicating varying degrees of confidence.

Institutional investors, including Cetera Investment Advisers, increased their stakes in Amphenol during Q1 2025, with holdings valued at $13.38 million. Conversely, insider transactions revealed significant share sales by two vice presidents, reducing their ownership by 88.89% and 20.79%, respectively. These movements underscore mixed signals between external confidence and internal sentiment.

Amphenol’s financials remain robust, with a 56.5% year-over-year revenue surge in Q2 2025 and a 30.58% return on equity. The company also announced a $0.66 annualized dividend, maintaining a payout ratio of 26.29%. Analysts have upgraded price targets multiple times in July, with an average target of $102.23 and a “Moderate Buy” rating, though no consensus on extreme outcomes has emerged.

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