Amphenol Making Its Name Among AI Infrastructure Space, Here Is What the Analyst Thinks?

Amphenol Corporation (NYSE:APH) is one of the best long-term tech stocks to buy according to hedge fund, with a five-year forward EPS growth rate of over 15%.

Amphenol has made its name among the AI infrastructure space as it has carved out a strong position as a major supplier of high-tech interconnects for AI data centers. In mid-2025, Amphenol completed the acquisition of CommScope’s Connectivity and Cable Solutions business, making a massive decision that later led to a record year in terms of results. Moreover, the company has drawn attention by becoming a primary supplier to NVIDIA, adding to the near-term enthusiasm.

However, in the long run, Amphenol needs to expand its conversion of AI data centers and high-speed connectivity leadership. Ahead of Q1 earnings, JPMorgan analyst Samik Chatterjee sees Amphenol’s infrastructure investment as a major driver for upside for AI-levered suppliers in the quarter. On April 16, Chatterjee increased the price target on APH from $185 to $190, maintaining an Overweight rating.

The analyst update comes ahead of Q1 earnings scheduled on April 29. Wall Street is expecting an adjusted earnings per share of $0.95, up from $0.63 a year ago. The revenue is projected to be around $7.09 billion, representing an upside of 47% year-over-year.

Amphenol Corporation (NYSE:APH) is an electric components company that deals in electrical, electronic, and fiber optic connectors through the Communications Solutions, Harsh Environment Solutions, and Interconnect & Sensor Systems segments.

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