Added to YB: 2026-05-08
Pitch date: 2026-05-06
APH [bullish]
Amphenol Corporation
-1.79%
current return
Author Info
No bio for this author
Company Info
Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.
Market Cap
$170.4B
Pitch Price
$139.11
Price Target
215.00 (+55%)
Dividend
0.72%
EV/EBITDA
22.05
P/E
39.84
EV/Sales
7.13
Sector
Electronic Equipment, Instruments and Components
Category
growth
Why I’m Following This $770,000 Put Sale on Amphenol
APH (sold puts): Trader sold 5,500 July 17 '26 $105 puts at $1.40, collecting $770K premium. $105 strike is 24% below spot, 37% below 52W high. Q1: $7.62B rev (+58% YoY, +33% organic), $1.06 EPS (beat by $0.11), record $9.4B orders (1.24x book-to-bill), 27.3% op margin. IT datacom >40% sales, driven by AI. CommScope growing 33% vs mid-teens guided. Q2 guide: $8.15B rev (+44% YoY). Seaport PT $215. Zacks 2026 EPS $4.32 (+29% YoY).
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