By Simply Wall St
Publication Date: 2026-01-07 12:13:00
Amphenol (APH) is back in focus after Nvidia announced its Rubin AI chip platform at CES 2026, which analysts suggest could require denser use of connectors and support demand for Amphenol products.
See our latest analysis for Amphenol.
The Rubin news lands on top of an already strong run for Amphenol, with a 12.39% 90 day share price return and a very large 5 year total shareholder return of 338.87%. This suggests momentum has been building rather than fading.
If Nvidia’s AI push has your attention, it could be a good moment to broaden your watchlist and size up other high growth tech and AI stocks that are plugged into similar themes.
With Amphenol posting a roughly 99% 1 year total return and trading only about 6% below an average analyst price target, the key question is whether this still represents an attractive entry point or whether markets are already fully pricing in its future prospects.
At a last close of $141.38 versus a narrative fair value of about $148.60, the current setup leans toward modest undervaluation with detailed earnings assumptions behind it.
Ongoing strategic acquisitions (e.g., ANDREW, CIT, Narda-MITEQ) are broadening product offerings in attractive, high-growth segments (AI, RF/microwave, aerospace/defense), creating further operating leverage and margin expansion opportunities through integration, as reflected in recent record operating margins and sequential improvement in…
