Assessing Amphenol (APH) Valuation After Sector Rotation From High-Flying AI and Electronics Stocks

Simply Wall St.12-16

Amphenol (APH) slid 6.6% after investors bailed on high-flying AI and electronics names when Oracle and Broadcom delivered underwhelming earnings, a reminder that the market is now demanding clearer ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591672578?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/24827-main-header/1756252688405","is_english":true,"pubTime":"2025-12-16 08:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591672578","market":"nz","top_or_hot":-1,"title":"Assessing Amphenol (APH) Valuation After Sector Rotation From High-Flying AI and Electronics Stocks","media":"Simply Wall St.","content":"<div>\n<p>Amphenol (APH) slid 6.6% after investors bailed on high-flying AI and electronics names when Oracle and Broadcom delivered underwhelming earnings, a reminder that the market is now demanding clearer ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/assessing-amphenol-aph-valuation-after-sector-rotation-from\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Amphenol (APH) Valuation After Sector Rotation From High-Flying AI and Electronics Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Amphenol (APH) Valuation After Sector Rotation From High-Flying AI and Electronics Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/assessing-amphenol-aph-valuation-after-sector-rotation-from><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amphenol (APH) slid 6.6% after investors bailed on high-flying AI and electronics names when Oracle and Broadcom delivered underwhelming earnings, a reminder that the market is now demanding clearer ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/assessing-amphenol-aph-valuation-after-sector-rotation-from\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0672654240.SGD","symbol_name":"FTIF - Franklin US Opportunities A Acc SGD-H1","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/assessing-amphenol-aph-valuation-after-sector-rotation-from","article_id":"2591672578","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/24827-main-header/1756252688405"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/assessing-amphenol-aph-valuation-after-sector-rotation-from","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591672578","pubTimestamp":1765844964,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Amphenol (APH) slid 6.6% after investors bailed on high-flying AI and electronics names when Oracle and Broadcom delivered underwhelming earnings, a reminder that the market is now demanding clearer proof of returns.\nSee our latest analysis for Amphenol.\nThat sharp swing comes after a powerful run, with the share price up strongly on a year to date basis and supported by a very robust multi year total shareholder return. This suggests momentum is cooling, but the long term story remains...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4023":"应用软件","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","BK4512":"苹果概念","BK4543":"AI","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","APH.AU":"Australian Primary Hemp","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE00B3CCJ633.GBP":"GUINNESS SUSTAINABLE ENERGY \"C\" (GBP) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00B2PGVK34.USD":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4587":"ChatGPT概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","APH":"安诺电子","BK4528":"SaaS概念","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","AI":"C3.ai, Inc.","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD"},"translate_title":"在高速发展的人工智能和电子股板块轮动后评估安费诺(APH)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.61,"APH":1.5,"APH.AU":1.5},"content_text":"Amphenol (APH) slid 6.6% after investors bailed on high-flying AI and electronics names when Oracle and Broadcom delivered underwhelming earnings, a reminder that the market is now demanding clearer proof of returns. See our latest analysis for Amphenol. That sharp swing comes after a powerful run, with the share price up strongly on a year to date basis and supported by a very robust multi year total shareholder return. This suggests momentum is cooling, but the long term story remains intact. If this kind of rotation in tech has your attention, it could be a good moment to explore other high growth names through high growth tech and AI stocks. With the shares still up sharply over one and three years and trading only modestly below analyst targets, the real question now is whether this pullback marks a fresh buying opportunity or if the market has already priced in future growth. Most Popular Narrative Narrative: 12.3% Undervalued With Amphenol last closing at $129.90 against a narrative fair value near $148, the current dip sits against a backdrop of ambitious growth assumptions.  Accelerating global deployment of AI driven data centers and adoption of next generation IT architecture is driving strong, sustained demand for Amphenol's high speed, high value interconnect solutions, as evidenced by exceptional growth in IT datacom revenue and continued multi quarter customer engagement; this is expected to support further top line growth and maintain higher incremental margins.  Read the complete narrative. Want to see what powers that confidence? Revenue lines marching higher, margins drifting up, and a future earnings multiple that assumes serious execution. Curious which assumptions really drive that fair value call? Dive in to unpack the full narrative behind the numbers. Result: Fair Value of $148.15 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, sustained AI and datacenter demand is not guaranteed, and any slowdown or “pulled forward” orders could expose how much growth is already priced in. Find out about the key risks to this Amphenol narrative. Another Angle on Valuation On earnings, the picture is far less forgiving. Amphenol trades at 41.6 times earnings versus a fair ratio of 34.9 times, and 24.8 times for the wider US Electronic industry, leaving little margin for error if growth or AI demand slows. See what the numbers say about this price — find out in our valuation breakdown. NYSE:APH PE Ratio as at Dec 2025 Build Your Own Amphenol Narrative If you see the story differently or just want to stress test the assumptions yourself, build a fresh view in minutes with Do it your way. A great starting point for your Amphenol research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for your next investing edge? Put Simply Wall Street's Screener to work for you today, or risk watching others seize opportunities first while you stay on the sidelines.  Capitalize on discounted businesses by targeting quality companies trading below intrinsic value through these 908 undervalued stocks based on cash flows. Ride the next wave of intelligent innovation by zeroing in on market leaders and upstarts powered by these 26 AI penny stocks. Lock in reliable income streams by focusing on established companies offering meaningful yields using these 13 dividend stocks with yields > 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591672578","isCrawlerRequest":true}