New York, Jan 14, 2026, 20:42 EST — Market closed
- Amphenol shares last fell about 1.4% after U.S. markets shut.
- UBS lifted its price target; Truist reiterated a Buy and nudged its target higher.
- Investors now focus on Jan. 28 results and early details on the newly closed CommScope unit.
Amphenol Corp shares were last down 1.4% at $146.75 in late trading after U.S. markets closed, even as fresh analyst notes pushed up price targets ahead of the company’s next earnings report.
UBS analyst Joseph Spak kept a Buy rating and raised his price target on Amphenol to $174 from $152, according to a report summarizing the note. GuruFocus
A day earlier, Truist Securities lifted its target to $182 from $180 and reiterated a Buy rating after Amphenol closed its acquisition of CommScope’s Connectivity and Cable Solutions business, the firm said in a note described by Investing.com. Investing.com India
Amphenol said on Jan. 12 it had completed the CCS purchase, adding what it called “significant fiber optic interconnect capabilities” and folding the business into its Communications Solutions segment. Chief Executive R. Adam Norwitt said the deal would help support customers “developing next-generation products” across IT datacom, communications networks and industrial markets. Amphenol Investors
The company said it expects the acquired business to generate about $4.1 billion in 2026 sales and to be about $0.15 “accretive” to 2026 diluted earnings per share — meaning it should add to profit per share, excluding acquisition-related costs. Amphenol Investors
With trading closed for the day, the next focal point is Jan. 28, when Amphenol plans to discuss fourth-quarter results on a conference call scheduled for 1:00 p.m. ET. Amphenol Investors
Traders will likely look for any early read on how quickly the CCS business is being integrated, and whether management’s tone on demand holds up after a big run in data-center hardware spending.
Amphenol’s core business — connectors, sensors and cable — sits in a crowded corner of the market. TE Connectivity is a close peer, and CommScope remains a reference point after the divestiture.
There is also a downside case. A stumble in integration, a slower order pipeline from large cloud and network customers, or higher-than-expected costs from bringing the new assets on line could pressure margins and shake confidence in 2026 targets.
Investors will also watch for guidance around 2026 sales and earnings, including how much of the CCS contribution shows up early, and how much cash the combined company is set to generate.
The next clear catalyst is Amphenol’s Jan. 28 results and call, when the company is expected to provide updated outlook and detail on post-deal execution.
