New York, Jan 27, 2026, 18:16 EST — After-hours
- Shares of Amphenol jumped almost 7% on Tuesday and stayed steady during after-hours trading.
- JPMorgan raised its price target for the connector maker and maintained an “overweight” rating.
- Wednesday’s results and the latest on the CCS deal are now the focus for investors seeking direction.
Shares of Amphenol Corporation surged almost 7% Tuesday following a price target boost from JPMorgan. Investors are positioning themselves ahead of the electronics connector maker’s fourth-quarter earnings report, set for Wednesday.
This matters because Amphenol has been behaving like a stand-in for data-center expansion and demand for high-speed connectivity. It’s heading into earnings with expectations already running high.
This comes just weeks after Amphenol wrapped up a major acquisition, one that investors view as a bet on fiber and networking gear — sectors where slight shifts in orders and margins can quickly change the mood.
Amphenol finished the day 6.87% higher at $166.25 and edged up another 0.23% in after-hours to $166.63. The stock swung between $157.45 and $167.04 during the session, with roughly 18.3 million shares changing hands. The S&P 500 rose 0.41%. (Stooq)
JPMorgan’s Samik Chatterjee boosted his price target on Amphenol to $185, up from $160, while maintaining an “overweight” rating, according to GuruFocus. The “overweight” tag suggests Chatterjee anticipates the stock will outperform its sector or the overall market over the next year. (GuruFocus)
The call comes after Amphenol finalized its acquisition of CommScope’s Connectivity and Cable Solutions business on Jan. 12, as previously announced. The company highlighted that the deal brings fiber-optic interconnect capabilities and expects CCS to deliver roughly $4.1 billion in sales for full-year 2026. It also projects the acquisition will boost diluted earnings per share by about $0.15 in 2026, before acquisition-related costs. CEO R. Adam Norwitt noted the purchase “adds significant fiber optic interconnect capabilities.” (Amphenol Investor Relations)
Amphenol will host a conference call at 1:00 p.m. ET on Wednesday, Jan. 28, following its earnings release. (Amphenol Investor Relations)
Investors will be gauging the quarter against Amphenol’s previous guidance. Back in October, the company projected fourth-quarter 2025 sales between $6.0 billion and $6.1 billion, with adjusted diluted EPS of $0.89 to $0.91. That forecast excluded any acquisitions still pending at the time. (Q4 CDN)
Traders will zero in on any change in tone around IT and datacom demand, pricing, and whether the company anticipates a slowdown after a surge in orders. Comments on CCS integration—what’s going smoothly and what’s proving costlier than expected—could move the stock just as much as the earnings beat or miss.
There’s a potential downside. As Amphenol’s share price has surged, so has its valuation; AAII data shows a price-to-earnings ratio near 51.9, well above the electronic equipment sector median they reference. That leaves limited wiggle room if margins slip or the company issues conservative guidance. (AAII)
Wednesday’s earnings report and the 1 p.m. ET call stand as the next major catalyst. Investors will zero in on updated guidance for 2026 growth and the initial impact of the CCS business on the financials.
