Amphenol Corp., US0320951017

Erste Group starts Buy coverage of Amphenol stock

Published on 10/23/2026 at 10:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Erste Group began coverage with a Buy rating on October 21, 2026. Amphenol stock costs EUR 66.63 on October 23, 2026 ahead of results.

Coverage and reporting timeline

Erste Group opened coverage with a Buy rating on October 21, 2026, citing a 1.23 book-to-bill ratio.
Second-quarter revenue reached USD 8.76 billion, up 55.00 percent year over year.
Amphenol stock trades at EUR 66.63 at 10:41 a.m. CEST at Lang & Schwarz on October 23, 2026.

Schwarzweiß-Reportagefoto eines Technikers bei der Kabelprüfung im Werk — Amphenol Corp. Techniker prüft Glasfaserkabel in der Fabrik, ISIN US0320951017, dokumentarische Aufnahme, Illustration mit AI erstellt.

Amphenol Corp. (ISIN US0320951017) was trading at EUR 66.63 at Lang & Schwarz on October 23, 2026 at 10:41 a.m. CEST. Investing.com reported that Erste Group started coverage with a Buy rating on October 21, 2026, pointing to a 1.23 book-to-bill ratio.

Erste Group sees order strength

The 1.23 ratio means orders exceeded revenue in the cited period, giving the analyst view a quantified demand marker. Erste Group also cited Amphenol's exposure to high-growth electronics markets, while the company describes connectors, sensors, antennas and cable systems as its core product areas on its Amphenol website.

What does Q3 need to deliver?

For the third quarter of 2026, Amphenol guided for revenue of USD 9.30 billion to USD 9.40 billion and adjusted earnings per share of USD 1.40 to USD 1.42. Zacks said the revenue range implies 50.00 percent to 52.00 percent year-over-year growth, making shipment conversion from communications and data-center demand the central quarterly test.

Three dated catalysts

On July 29, 2026, MarketBeat reported second-quarter revenue of USD 8.76 billion, up 55.00 percent year over year. On September 22, 2026, BNP Paribas Exane raised its Amphenol price target from USD 107.50 to USD 110.00, as reported by Transcript Daily. On October 21, 2026, Erste Group began coverage with a Buy rating and cited a 1.23 book-to-bill ratio.

Key dates for the stock

The next dated company event is October 28, 2026, when Amphenol is expected to report third-quarter 2026 results before the US market opens, according to MarketBeat. The published consensus cited there calls for revenue of USD 9.46 billion and earnings per share of USD 0.7240.

Price and earnings setup

Amphenol's NYSE quote stood at USD 73.07 at 4:00 p.m. ET on October 22, 2026. The same quote showed a market capitalization of USD 180.2 billion and a 52-week range of USD 59.01 to USD 89.93, placing the US listing below its yearly high while the October 28 results approach. The stock was trading at EUR 66.63 at Lang & Schwarz on October 23, 2026 at 10:41 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Amphenol stock.