Amphenol shares rise on record Q1 results and strong Q2 guidance tied to data-center demand

Amphenol Corporation (APH) is up 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Amphenol’s record first-quarter 2026 earnings and a better-than-expected outlook for the June quarter. Investors also seemed to respond to commentary and figures pointing to sustained demand for connectivity products used in data-center buildouts, alongside benefits from recently acquired businesses.

Details:

Amphenol’s April 29, 2026 earnings release reported first-quarter 2026 net sales of $7.62 billion and net income attributable to Amphenol of $933.0 million.

For the quarter ended March 31, 2026, the company reported adjusted diluted EPS of $1.06.

Amphenol provided second-quarter revenue guidance of $8.1 billion to $8.2 billion for the quarter ending June 30, 2026, which the market read as a sign of continued momentum.

The company highlighted acquisition impacts in its financials, including costs tied to inventory step-up amortization related to the Connectivity and Cable Solutions business acquired in the first quarter of 2026.

Sources:

Amphenol Investor Relations, Reuters, WTOP

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$APH Insider Trading Activity

$APH insiders have traded $APH stock on the open market 10 times in the past 6 months. Of those trades, 1 have been purchases and 9 have been sales.

Here’s a breakdown of recent trading of $APH stock by insiders over the last 6 months:

CRAIG A LAMPO (SR VP & CFO) has made 0 purchases and 2 sales selling 298,076 shares for an estimated $42,697,133.
MICHAEL R. IVAS (VP & Corporate Controller) has made 0 purchases and 2 sales selling 240,000 shares for an estimated $33,762,588.
WILLIAM J DOHERTY (President, CS Division) has made 0 purchases and 2 sales selling 160,000 shares for an estimated $22,643,160.
PETER STRAUB (President, ISS Division) sold 132,000 shares for an estimated $18,722,840
DAVID M SILVERMAN (Senior VP, Human Resources) sold 120,000 shares for an estimated $16,940,472
LANCE E D'AMICO (Sr. VP, Secretary & GenCounsel) sold 120,000 shares for an estimated $16,801,548
ROBERT LIVINGSTON purchased 10,000 shares for an estimated $1,285,080

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$APH Hedge Fund Activity

We have seen 1,018 institutional investors add shares of $APH stock to their portfolio, and 889 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

J. STERN & CO. LLP added 75,964,718 shares (+9435.8%) to their portfolio in Q4 2025, for an estimated $10,265,871,990
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 23,934,785 shares (-74.1%) from their portfolio in Q4 2025, for an estimated $3,234,546,844
JPMORGAN CHASE & CO added 17,391,036 shares (+102.7%) to their portfolio in Q4 2025, for an estimated $2,350,224,605
FMR LLC removed 13,395,833 shares (-13.4%) from their portfolio in Q4 2025, for an estimated $1,810,312,871
JENNISON ASSOCIATES LLC added 7,930,532 shares (+340.8%) to their portfolio in Q4 2025, for an estimated $1,071,732,094
BANK OF NEW YORK MELLON CORP removed 6,290,275 shares (-26.2%) from their portfolio in Q4 2025, for an estimated $850,067,763
PRICE T ROWE ASSOCIATES INC /MD/ removed 6,148,762 shares (-14.0%) from their portfolio in Q4 2025, for an estimated $830,943,696

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$APH Analyst Ratings

Wall Street analysts have issued reports on $APH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/12/2026

To track analyst ratings and price targets for $APH, check out Quiver Quantitative's $APH forecast page.

$APH Price Targets

Multiple analysts have issued price targets for $APH recently. We have seen 6 analysts offer price targets for $APH in the last 6 months, with a median target of $177.5.

Here are some recent targets:

Samik Chatterjee from JP Morgan set a target price of $190.0 on 04/16/2026
Joseph Spak from UBS set a target price of $170.0 on 04/14/2026
Stephen Volkmann from Jefferies set a target price of $145.0 on 03/31/2026
Guy Hardwick from Barclays set a target price of $175.0 on 01/29/2026
Asiya Merchant from Citigroup set a target price of $180.0 on 01/29/2026
William Stein from Truist Securities set a target price of $180.0 on 12/19/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.