Amphenol Surges on Record Q3 Earnings, AI Growth, and Dividend Hike: Undervalued or Overvalued?

Thursday, Dec 4, 2025 2:37 am ET1min read

Amphenol reported a record Q3 with 53% sales growth and 86% adjusted earnings growth, driven by AI data center demand and acquisitions. The company hiked its dividend and raised 2025 guidance. Despite a small pullback, the share price is up 101% YTD and 335% over five years. Analysts expect sustained earnings expansion, with fair value at $148, but our DCF model suggests the stock is overvalued at $103.88.

Amphenol Surges on Record Q3 Earnings, AI Growth, and Dividend Hike: Undervalued or Overvalued?

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