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Amphenol Stock Soars After Upgrade Amid AI Boom

10/16/2025

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Summary

Story summary

In 2025, Bank of America analyst Wamsi Mohan upgrades Amphenol from Neutral to Buy and raises target from $120 to $150.
The stock has surged 41% in three months and 91% in six months amid AI-related growth.
Mohan expects triple-digit AI revenue growth through 2026, supported by data-center builds and ongoing M&A activity.
After the upgrade, Amphenol rose over 2% and 13 of 19 analysts rate it as a buy.

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Story summary

In 2025, Bank of America analyst Wamsi Mohan upgrades Amphenol from Neutral to Buy and raises target from $120 to $150.
The stock has surged 41% in three months and 91% in six months amid AI-related growth.
Mohan expects triple-digit AI revenue growth through 2026, supported by data-center builds and ongoing M&A activity.
After the upgrade, Amphenol rose over 2% and 13 of 19 analysts rate it as a buy.