StreetInsider.com News Articles

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore sees strong June quarter for IT hardware amid AI demand

Thu, 16 Jul 2026 06:06:36 -0400

The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.

Evercore ISI adds Amphenol (APH) to TAP Outperform list

Thu, 16 Jul 2026 06:02:55 -0400

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $180.00 price target on Amphenol (NYSE: APH).

The analyst comments "APH remains well positioned to beat consensus and guide the Sept-qtr above the Street when it reports on 7/29, supported by continued AI-driven acceleration coupled with tailwinds across defense, aerospace, industrial and mobile device segments. We also see material top-line upside from the CommScope/CCS contribution vs. APH’s target for CCS revenues of $4.1B for CY26. Our channel checks indicate APH remains the top AI interconnect provider, with a unique ability to ramp and scale quickly — driving further share gains across

Evercore ISI adds Amphenol (APH) to TAP Outperform list

Thu, 16 Jul 2026 06:02:55 -0400

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $180.00 price target on Amphenol (NYSE: APH).

Amphenol (APH) PT Raised to $175 at TD Cowen

Tue, 14 Jul 2026 05:57:17 -0400

TD Cowen analyst Joseph Giordano raised the price target on Amphenol (NYSE: APH) to $175.00 (from $135.00) while maintaining a Hold rating.

The analyst comments "Heading into 2Q results we think shares set up well, with Street numbers likely poised to move meaningfully higher post results. Our updated model is 7% and 15% above Street for 2026/27, respectively as AI results continue drive overall performance. Copper fears have largely been replaced with upside debate on CPU vs. GPU ratios. We benchmarked APH vs. broad AI supply chain. PT to $175."

Amphenol (APH) PT Raised to $175 at TD Cowen

Tue, 14 Jul 2026 05:57:17 -0400

TD Cowen analyst Joseph Giordano raised the price target on Amphenol (NYSE: APH) to $175.00 (from $135.00) while maintaining a Hold rating.

Amphenol (APH) PT Raised to $175 at TD Cowen

Mon, 13 Jul 2026 10:27:33 -0400

(Updated - July 13, 2026 10:27 AM EDT)

TD Cowen analyst Joseph Giordano raised the price target on Amphenol (NYSE: APH) to $175.00 (from $135.00) while maintaining a Hold rating.

The analyst commented: "Heading into 2Q results we think shares set up well, with Street numbers likely poised to move meaningfully higher post results. Our updated model is 7% and 15% above Street for 2026/27, respectively as AI results continue drive overall performance. Copper fears have largely been replaced with upside debate on CPU vs. GPU ratios. We benchmarked APH vs. broad AI supply chain. PT to $175."

Amphenol (APH) PT Raised to $175 at TD Cowen

Mon, 13 Jul 2026 10:27:33 -0400

(Updated - July 13, 2026 10:27 AM EDT)

TD Cowen analyst Joseph Giordano raised the price target on Amphenol (NYSE: APH) to $175.00 (from $135.00) while maintaining a Hold rating.

Amphenol (APH) PT Raised to $190 at Baird

Mon, 13 Jul 2026 07:19:32 -0400

Baird analyst Luke Junk raised the price target on Amphenol (NYSE: APH) to $190.00 (from $177.00) while maintaining a Outperform rating.

Amphenol (APH) PT Raised to $195 at Citi

Mon, 13 Jul 2026 05:33:34 -0400

Citi analyst Asiya Merchant raised the price target on Amphenol (NYSE: APH) to $195.00 (from $180.00) while maintaining a Buy rating.

Amphenol (APH) PT Raised to $200 at Barclays

Mon, 13 Jul 2026 03:21:38 -0400

Barclays analyst Guy Hardwick raised the price target on Amphenol (NYSE: APH) to $200.00 (from $198.00) while maintaining a Overweight rating.

Amphenol (APH) PT Raised to $185 at UBS

Thu, 09 Jul 2026 08:45:03 -0400

UBS analyst Joseph Spak raised the price target on Amphenol (NYSE: APH) to $185.00 (from $178.00) while maintaining a Buy rating.

Amphenol (APH) PT Raised to $185 at BofA Securities

Thu, 09 Jul 2026 05:13:50 -0400

BofA Securities analyst Wamsi Mohan raised the price target on Amphenol (NYSE: APH) to $185.00 (from $180.00) while maintaining a Buy rating.

The analyst comments "Investor focus is centered on the durability of AI growth, copper vs. optical, & potential share risks but we continue to view these concerns as manageable (see more from our recent CEO call takeaways with transcript here). As APH’s content spans a broad set of programs, its products remain complex, & any program-level timing shifts are unlikely to materially change APH’s outlook given the strength of demand. We expect APH to provide CCS integration & updates

Amphenol (APH) PT Raised to $185 at BofA Securities

Thu, 09 Jul 2026 05:13:50 -0400

BofA Securities analyst Wamsi Mohan raised the price target on Amphenol (NYSE: APH) to $185.00 (from $180.00) while maintaining a Buy rating.

Amphenol (APH) PT Raised to $185 at BofA Securities

Thu, 09 Jul 2026 05:13:50 -0400

BofA Securities analyst Wamsi Mohan raised the price target on Amphenol (NYSE: APH) to $185.00 (from $180.00) while maintaining a Buy rating.