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Owning Amphenol is about believing in the continued demand for its connectivity solutions, driven by growth in the IT datacom and AI markets. While the company’s recent removal from several Russell value indexes marks a shift in how it may be categorized by some institutional investors, this index change does not materially alter the primary catalyst, AI-fueled demand, nor does it affect the short-term risk linked to global trade tensions and tariffs.
Among recent developments, the announcement of new debt offerings in June 2025 stands out, with Amphenol issuing €600 million and $750 million in senior notes to further support acquisitions and growth initiatives. This aligns with its ongoing expansion strategy, reflecting both the opportunities and heightened financial risks associated with raising additional capital as the business looks to capitalize on high-growth segments.
However, despite strong operational momentum, there is a risk investors should be aware of, especially around how trade tensions with China could…
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Amphenol's narrative projects $23.9 billion in revenue and $4.1 billion in earnings by 2028. This requires 12.5% yearly revenue growth and a $1.5 billion increase in earnings from the current $2.6 billion.
Uncover how Amphenol's forecasts yield a $85.26 fair value, a 14% downside to its current price.
The Simply Wall St Community provided four fair value estimates for Amphenol, spanning US$60 to US$85.26 per share. While views vary, many are watching global trade policy as a critical variable for future business stability and returns.
Explore 4 other fair value estimates on Amphenol - why the stock might be worth 39% less than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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