Amphenol CorporationBarclays raised price target and maintained Overweight rating, citing AI content ramp and strong revenue/earnings guidance.
Barclays raised its price target on Amphenol Corporation to $198 from $180 while maintaining an Overweight rating. The firm cited increased confidence in the company's artificial intelligence-related content ramp. Amphenol projects second-quarter 2026 revenues of $8.1 billion to $8.2 billion, representing year-over-year growth of 43% to 45%, and expects adjusted diluted earnings of $1.14 to $1.16 per share, up 41% to 43% from the prior-year period. Chief Executive Officer R Adam Norwitt highlighted growth opportunities from electronics innovation and the expansion of the interconnect portfolio through internal innovation and acquisitions including CommScope.
Amphenol CorporationBarclays raised price target and maintained Overweight rating, citing AI content ramp and strong revenue/earnings guidance.
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