Amphenol (APH) Prices Notes Offerings
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April 4, 2024 4:11 AM EDT
Citi 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
April 3, 2024 5:58 AM EDT
Evercore 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
