Amphenol (APH) Prices Notes Offerings
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Amphenol (APH) PT Raised to $135 at Citi, Opens 90-Day Catalyst Watch
April 4, 2024 4:11 AM UTCCiti analyst Asiya Merchant raised the price target on Amphenol (NYSE: APH) to $135.00 (from $117.00) while maintaining a Buy rating.
The analyst comments "We are placing Amphenol on a positive catalyst watch and move our estimates higher as we factor in the acquisition of Carlisle... More
Evercore ISI Positive on Amphenol (APH), 'Thinking Through The AI Opportunity Given SIZABLE Copper Use in New NVDA Solutions'
April 3, 2024 5:58 AM UTCEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $125.00 price target on Amphenol (NYSE: APH).
The analyst comments "Our understanding is that APH is providing sizable content for the NVDA NVL72 system that was introduced a few weeks ago and could be INCREMENTAL to their current $500M+ AI revenues. Our sense is that the new NVL72 systems that feature a meaningful amount of copper connectivity have a sizable amount of APH content ranging from copper cable, to interconnects ($100-120K/System content). While we... More
