에 대한 최신 뉴스 Amphenol (NYSE:APH) 주식

Amphenol

Amphenol Corp is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

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모든 시선은 엔비디아(NASDAQ:NVDA)의 GTC 2025에 집중되고 있다. CEO 젠슨 황이 인공지능(AI) 하드웨어의 다음 단계를 공개할 예정이다. JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 투자자들이 하드웨어와 네트워킹 공급망의 승자와 패자를 분석하기 위해 이 이벤트를 주의 깊게 지켜보아야 할 주요 포인트를 정리했다.

엔비디아의 다음 움직임이 암페놀, 델, 슈퍼 마이크로에 중요한 이유

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도널드 트럼프의 첫 주가 시장에 블록버스터 같은 영향을 미쳤다. S&amp;P 500 지수가 1.7% 급등하며 새로운 대통령 취임 첫 주의 가장 좋은 성과를 거둔 것은 로널드 레이건이 취임한 1985년 이후 처음이다. 1월 27일 월요일, 기술 주식이 급락한 후, 화요일에는 월스트리트가 반등을 시도했다.

트럼프의 첫 주에 기록적인 상승 촉발, 뒤이은 기술주 매도에 따라 빛을 발하는 3가지 ETF

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기술 부문이 인공지능(AI) 중심 성장에서 보다 광범위한 시장 회복으로 전환됨에 따라, JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 전통적인 IT 인프라와 산업 기술에 대한 상승을 이끄는 경기 순환적 반등을 강조한다.

델, 코닝, 코히런트: JP모건의 순환적 반등을 위한 최고의 선택 &#39;AI 이상&#39;

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Shares of companies within the broader tech sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 5.93% on an annualized basis producing an average annual return of 16.57%. Currently, Amphenol has a market capitalization of $80.73 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 10 years ago, it would be worth $4,624.20 today based on a price of $66.66 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742597110_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 10 Years

All eyes are on NVIDIA Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025. <a href="https://www.benzinga.com/topic/jensen-huang">CEO Jensen Huang</a> is set to unveil what's next <a href="https://www.benzinga.com/topic/artificial-intelligence">in AI hardware</a>.
JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain.
<h1 class="wp-block-heading">Blackwell Ultra: On Track, But Skepticism Remains</h1>
Chatterjee expects "Blackwell Ultra ramp remains on track for the second half of the year" — a crucial milestone for Nvidia suppliers. Investors are "likely to be taken as a positive" only if Nvidia reaffirms its aggressive innovation cycle. 
The Rubin platform, expected in 2026, will also be in focus, though "specificity on timing" may be lacking.
Among the potential winners? 
Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) are all poised to benefit from Nvidia's hardware evolution.
Read Also: <a href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst">GTC 2025 Could Reignite Nvidia&#8217;s Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst</a>
<h1 class="wp-block-heading">How Dell, Super Micro Stand To Gain</h1>
The next-gen chips will push power and thermal limits. Blackwell Ultra and Rubin will demand "independent power racks (300-700 kW per rack)" and more liquid cooling. This should benefit Dell and Super Micro. 
At the GTC 2025, one may also expect heightened interest in "increasing GPU density" and rising thermal design power levels: 1.2 kW for Blackwell, 1.4 kW for Blackwell Ultra and 1.8 kW for Rubin.
<h1 class="wp-block-heading">Copper Vs. Optics: Amphenol, Coherent, Fabrinet Likely Winners</h1>
Networking firms will be under the microscope as rack density rises from 36 to 72 to 144 GPUs. While optics adoption is a concern, "connectivity within the rack to be dominated by copper" is good news for Amphenol. 
Optical transceiver suppliers like Coherent and Fabrinet are positioned well as "resilient transceiver ASPs" hold steady amid short innovation cycles.
<h1 class="wp-block-heading">Investor Sentiment: AI Capex Uncertainty Looms</h1>
While GTC may not settle broader AI capex concerns, it could "primarily change sentiment" on key AI supply chain stocks. Amphenol, with its passive copper exposure, and optical transceiver names like Fabrinet, Lumentum and Coherent will be in the spotlight.
With Nvidia's GTC just weeks away, the stakes are high. For hardware and networking stocks, the AI boom is far from over. Investors will be tuning in to see who rides the next wave.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44360400/legendary-trader-says-tesla-nvidia-apple-shares-are-ready-to-rally-i-see-what-i-like-to-see">Legendary Trader Says Tesla, Nvidia, Apple Shares Are Ready To Rally: &#8216;I See What I Like To See&#8217;</a></li>
</ul>

Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro

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Credo Files AEC Patent Infringement Complaint Against Amphenol, Molex, TE Connectivity And Volex; Co. Asks FTC To Investigate And Block Importation Of Products That Infringe Co.'s Patents Related To Active Electrical Cables

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Shares of companies within the broader technology sector are trading higher amid a rebound from weakness earlier this week. The sector may be seeing a boost following softer-than-expected February inflation figures.

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

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Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 20 years by 9.35% on an annualized basis producing an average annual return of 17.5%. Currently, Amphenol has a market capitalization of $76.36 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 20 years ago, it would be worth $2,505.71 today based on a price of $63.05 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741123811_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Amphenol Stock In The Last 20 Years

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Shares of companies in the broader tech sector are trading lower amid overall market uncertainty after President Trump confirmed March 4 tariffs.

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Will Year-end 2025 Stock Returns Show Up?

In the current market session, Amphenol Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) share price is at $65.60, after a 0.21% spike. Moreover, over the past month, the stock fell by 7.52%, but in the past year, went up by 16.98%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1740752119_0.png" alt="Past Year Chart" />

<h3>Amphenol P/E Compared to Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 45.38 in the Electronic Equipment, Instruments &amp; Components industry, Amphenol Inc. has a lower P/E ratio of 34.09. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1740752120_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Amphenol

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Shares of companies in the broader technology sector are trading lower amid overall market weakness on US consumer and economic concerns.

Healthedge Investment Partners Announces That It Has Completed The Sale Of LifeSync And Was Acquired by Amphenol

Third Point Dissolves Share Stake In Amphenol Corp

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Shares of companies within the broader tech sector are trading higher amid a possible rebound after falling last week due to AI competition concerns related to China's DeepSeek AI model.

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 5 years by 9.63% on an annualized basis producing an average annual return of 21.93%. Currently, Amphenol has a market capitalization of $83.03 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 5 years ago, it would be worth $2,680.34 today based on a price of $68.87 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738679410_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

Donald Trump's first week in the Oval Office proved to be a blockbuster one for the markets. The S&amp;P 500 surged 1.7%, delivering its best first-week performance under a new presidency since Ronald Reagan <a href="https://www.benzinga.com/25/01/43122112/us-stocks-likely-to-open-higher-as-president-trump-announces-500-billion-ai-project-oracle-netflix-nvidia-among-stocks-in-focus">took office in 1985</a>.
On Monday, Jan. 27, <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43244872/tech-stocks-tumble-on-ai-nightmare-nvidia-eyes-worst-day-since-march-2020-bitcoin-drops-below-100000-whats-driving-markets-monday">tech stocks plummeted</a>. On Tuesday, Wall Street <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43283732/tech-rebounds-after-black-monday-nvidia-rallies-6-gm-plummets-whats-driving-markets-tuesday">attempted a rebound</a>.
Whether this market trajectory will deplete or restore optimism around the corporate earnings season remains to be seen. In the meantime, here&#8217;s a look at three exchange-traded funds that <a href="https://www.benzinga.com/etfs">mirror the S&amp;P 500 Index</a>.
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) holds 504 stocks across multiple sectors, including information technology, financials, consumer discretionary, and health care. With an AUM of $549.97 billion, SPY charges 0.09% in annual expense fees.</li>
<li>The Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>), which comes with an expense ratio of a meager 0.02%, holds 505 stocks, and manages assets worth $472 billion.</li>
<li>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>), another popular choice, offers similar sector allocations and has an expense ratio of 0.03%.</li>
<li>Both VOO and IVV saw gains in line with SPY, as their diversified portfolios factored in the week's broader market rally.</li>
</ul>
<h1 class="wp-block-heading">What Moved The Markets?</h1>
Investors welcomed <a href="https://www.benzinga.com/markets/25/01/43219264/trumps-tariff-plans-ignite-market-rally-pushing-stocks-to-record-highs">Trump's proposal to cut the corporate tax rate</a> from 21% to 15%, expecting the move would drive business growth and investment within the U.S.
Trump also proposed raising taxes on businesses outside of the U.S., a move he said could bring "<a href="https://www.benzinga.com/news/global/25/01/43170854/trump-outlines-economic-reset-at-davos-5-things-you-need-to-know">hundreds of billions, even trillions" of dollars</a> into the economy and boost domestic manufacturing and job creation. Trump also focused on energy, urging OPEC to boost production and lower prices, while signing executive orders to expand U.S. oil and gas production. 
The <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/43135764/trumps-500-billion-stargate-ai-plan-puts-3-etfs-in-focus">Stargate AI Infrastructure Project </a>was also introduced, which, backed by OpenAI, SoftBank and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), plans to invest up to $500 billion in building AI infrastructure across the U.S., with an initial commitment of $100 billion. This project has the potential to create 100,000 jobs, Trump said.
A strong start to the corporate earnings season also played a big role in the rally.
But on Monday, U.S. tech stocks plunged as word spread of China&#8217;s DeepSeek R1, <a href="https://www.benzinga.com/25/01/43232316/deepseek-jitters-shatter-us-tech-stocks-wipe-out-12-trillion-on-wall-street-analyst-eyes-four-chinese-giants-set-to-benefit">shaking investor confidence</a>.
<h1 class="wp-block-heading">The Stocks That Powered The ETFs</h1>
The ETFs saw gains across various sectors, but a handful of stocks stood out as top performers:
<ul>
<li>Moderna (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>): The pharmaceutical giant gained 21.6% last week, buoyed by its innovations in mRNA-based therapies.</li>
<li>Oracle: A key partner in the Stargate AI project, Oracle rose 14%.</li>
<li>Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>): The streaming stalwart also jumped 14% on strong results and upward revision in guidance.</li>
<li>Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>): The energy company climbed 11.8%, benefiting from bullish sentiments in the energy sector.</li>
<li>Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>): Known for its high-tech interconnect systems, Amphenol rose 11.2%, boosted by a positive earnings revision.</li>
</ul>
See Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43253190/deepseek-ai-etfs-take-a-hard-hit-amid">DeepSeek AI Model Sends Shockwaves Through Nvidia, Slams ETFs</a></li>
</ul>
Photo: Shutterstock.

3 ETFs Shine As Trump's First Week Sparks Record Gains Followed By Tech Slump

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Shares of companies within the broader tech sector are trading lower amid AI competition concerns from China's DeepSeek AI model.

Truist Securities analyst William Stein maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and raises the price target from $90 to $102.

Price Target

Truist Securities Maintains Buy on Amphenol, Raises Price Target to $102

Goldman Sachs analyst Mark Delaney maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and raises the price target from $79 to $89.

Goldman Sachs Maintains Buy on Amphenol, Raises Price Target to $89

Press Releases

Amphenol Reports Record Third Quarter 2024 Results

Amphenol Corporation Announces Pricing of Senior Notes Offering

Amphenol Announces Fourth Quarter 2024 Dividend

CommScope Announces Strategic Refinancing Transaction to Significantly Strengthen Capital Structure

Amphenol Reports Record Fourth Quarter and Full Year 2024 Results

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