APH · Amphenol Corporation
Connectors and interconnects for AI datacenters, autos, defense
Risiko 5/10 · MODERATE RISK · AI-interconnect industrial · $82.78 ▲ 0.87%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $82.78
- Market cap $204.1B
- P/E (ttm) 41.39
- Div yield 1.21%
- 52-wk range $55.20 – $89.26
- Index rank #56 / —
Wichtigste Risiken
- AI capex slowdown hits interconnect orders (Shareholders) — HIGH
- Multiple compression on any growth miss (Shareholders) — MED
- Copper-to-optical displacement in datacenters (Shareholders) — MED
- Serial-acquisition integration missteps (Shareholders) — LOW
Fazit
A superbly run industrial that has quietly become an AI trade — size the position like one.
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