No. of Recommendations: 1
Amphenol is a play on the data center buildout story.
They reported Q4, good #'s, beat expectation, good guide.
Stock price down about 14%.
So perhaps it's a warning shot in regards to the valuation of AI
related stock prices.
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"Amphenol beats by $0.04, beats on revs; guides Q1 EPS above consensus, revs above consensus
08:03:20 AM ET, 01/28/2026 - Briefing.com
Reports Q4 (Dec) earnings of $0.97 per share, excluding non-recurring items, $0.04 better than the FactSet Consensus of $0.93; revenues rose 49.1% year/year to $6.44 bln vs the $6.19 bln FactSet Consensus. Co issues upside guidance for Q1, sees EPS of $0.91-0.93, excluding non-recurring items, vs. $0.89 FactSet Consensus; sees Q1 revs of $6.90-7.00 bln vs. $6.55 bln FactSet Consensus."
