Amphenol Corp., US0320951017

Amphenol Corp. stock gains on AI-driven growth and upcoming dividend

Published on 09/19/2026 at 11:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Amphenol Corp. stock closed at USD 77.66 on September 18, 2026 on the NYSE after gaining 14.9 percent year to date from a split-adjusted USD 67.58, according to MarketBeat on September 18, 2026. Wall Street analysts see upside of about 27.8 percent to a mean price target of USD 100.16, as reported by Zacks on September 18, 2026.

Fotorealistischer Blick auf eine moderne Elektronikfabrik von Amphenol Corp — Amphenol Corp. betreibt hochmoderne Elektronikfabriken und produziert Steckverbinder weltweit unter ISIN US0320951017, Illustration mit AI erstellt.

Amphenol Corp. stock (ISIN US0320951017) closed at USD 77.66 on the NYSE on September 18, 2026, down 0.91 percent from the prior session but still around 14.9 percent above its split-adjusted level of USD 67.58 at the start of 2026, according to MarketBeat on September 18, 2026.

AI datacom boom drives recent growth

Recent commentary on Amphenol highlights how aggressively the group is leaning into AI-related infrastructure, with IT datacom accounting for 43 percent of total sales in the second quarter of 2026 and revenue in that segment up 89 percent year over year, according to Hello Marvisa on September 18, 2026.

Management commentary summarized in that analysis indicates that virtually all of the 22 percent sequential IT datacom growth in the second quarter of 2026 came from AI-related products, underscoring the importance of hyperscale data centers and advanced networking to Amphenol’s revenue mix, as noted by Zacks on September 18, 2026.

According to the same analysis, an AI revenue run rate in the range of USD 10.5 billion to USD 11 billion has emerged within Amphenol’s IT datacom business in the second quarter of 2026, a level that is growing faster than the rest of the IT datacom segment and signals that AI is becoming a central driver of the company’s medium-term growth profile, as discussed by Hello Marvisa on September 18, 2026.

Valuation, market cap and analyst upside

At a closing price of USD 77.66 on September 18, 2026, Amphenol Corp. stock is valued at a trailing price to earnings multiple of about 38.9 times and carries a market capitalization of roughly USD 191.50 billion, according to MarketBeat on September 18, 2026.

A separate overview puts Amphenol’s market capitalization at USD 194.99 billion as of September 2026, ranking the company approximately 97th worldwide by market value, according to CompaniesMarketCap in data updated in September 2026.

Over the course of 2026, the stock has delivered positive returns, with MarketBeat noting that Amphenol’s share price has risen from USD 67.58 at the start of the year to USD 77.66 by September 18, 2026, a gain of 14.9 percent before dividends, as detailed by MarketBeat on September 18, 2026.

Wall Street analysts continue to see room for further appreciation: the mean short-term price target of USD 100.16 for Amphenol implies potential upside of 27.8 percent from a recent closing price of USD 78.37, according to Zacks on September 18, 2026.

The range of analyst price objectives is wide, with individual targets between USD 90.00 and USD 115.00, meaning that the lowest estimate points to roughly 14.8 percent upside while the highest estimate suggests as much as 46.7 percent upside from the reference price of USD 78.37, as outlined by Yahoo Finance on September 18, 2026.

In addition to the price targets, sentiment indicators classify Amphenol Corp. stock as a momentum name: the shares have gained about 20 percent over the last six months compared with a 15.6 percent rise in the S&P 500, and hold a Momentum Score of A alongside a Zacks Rank of 1, as reported by Yahoo Finance on September 18, 2026.

Dividend ex date and earnings expectations

Beyond growth and valuation, investors in Amphenol Corp. stock also have a near-term income event on the calendar: the company’s Class A shares will trade ex dividend on September 22, 2026 for a cash distribution of USD 0.125 per share, with payment scheduled for October 14, 2026, according to dividend event data from Vienna Stock Exchange published on September 18, 2026.

Consensus earnings expectations have been moving upward alongside the AI-related revenue strength: the Zacks Consensus Estimate for Amphenol’s earnings is currently pegged at USD 0.72 per share for an upcoming reporting period, up by USD 0.05 over the past 30 days and implying earnings growth of about 53.19 percent versus the prior comparable period, according to Zacks on September 18, 2026.

Another overview of Amphenol’s valuation profile indicates that the stock is trading at a forward 12 month price to earnings multiple of 25.32 times compared with a sector average of 20.38 times for the broader computer and technology group, a premium that earns Amphenol a Value Score of D in that framework, as highlighted by Zacks on September 18, 2026.

Stock level, trading range and investor perspective

Per MarketBeat, Amphenol Corp. stock trades within a 52 week range between USD 59.01 and USD 89.26, with the September 18, 2026 closing price of USD 77.66 sitting roughly USD 18.65 above the 52 week low and USD 11.60 below the 52 week high, giving investors both evidence of the stock’s upward trend and an indication of the remaining headroom before retesting recent peaks, according to MarketBeat on September 18, 2026.

The same source cites recent volume of 29.76 million shares against an average volume of 10.39 million shares, indicating that trading activity in Amphenol Corp. stock has been elevated and that liquidity is ample for institutional and retail investors alike, as summarized by MarketBeat on September 18, 2026.

Layered together, the strong AI datacom growth in the second quarter of 2026, the rising consensus earnings forecast and the upcoming USD 0.125 dividend ex date on September 22, 2026 create a picture of Amphenol Corp. stock as a large cap electrical equipment and components name that combines structural growth with tangible shareholder returns, while the valuation premium and sector comparisons invite investors to weigh growth prospects against the current multiples as they position themselves around the stock’s USD 77.66 level on September 18, 2026.

Closing price snapshot

As of the most recent completed trading day on September 18, 2026, Amphenol Corp. stock closed at USD 77.66 on the NYSE, a decline of 0.71 USD or 0.91 percent on the day, with the quote embedded in a 52 week range from USD 59.01 to USD 89.26 and supported by a market capitalization in the region of USD 191.50 billion based on the same closing price, according to data compiled by MarketBeat.