Seeking Alpha
10 Jul 2026, 10:37 UTC · 15w ago
Amphenol Is A Force To Reckon With
Impact · against what's priced in
Amphenol's strong operational margins and its role as Nvidia's primary connector supplier provide high visibility into AI-driven growth. Since there is no existing baseline for these specific assumptions, the data confirms a high-growth profile for APH and a stable supply chain for NVDA.
- APH+0.80
No priced-in read yet
- In context
The company's status as Nvidia's primary connector supplier and the fact that IT Datacom now comprises 41% of revenue directly links its growth to AI capex.
Read from the article alone
