AISeeking Alphaabout 4 hours ago
Amphenol's AI Story Is Real, But Valuation Is High
1 min read
Amphenol Corp. is rated a hold as shares trade at roughly 6x next twelve months revenue. The CommScope CCS acquisition strengthens fiber optic reach for hyperscaler data centers. China accounts for about 30% of FY25 sales, creating tariff and CapEx slowdown risk.
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