B+
Bull case
30%
Probability
Target price
$220.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
APH
AmphenolANYSE / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$198.12
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$145.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
-20.9
Negative
Company
-
Unavailable
Macro
-20.9
Negative
Pulse
-
Unavailable
Weekly research (10D)
+50.0
Positive
Sentiment proxy
+100.0
Score
AI commentary
News tone is strongly positive after the record Q2 beat and raised Q3 outlook. The latest packet price anchor is $160.70 on 2026-07-31, but no clean post-release move attribution or verified post-print analyst revision set was available. Social coverage, options skew, short interest, and employee-rating data are unavailable, warranting monitoring rather than unqualified conviction.
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
high-coverage report lacks a dated company-specific catalyst beyond generic cadence; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-29eventQ3 2026 guidance executionHigh impact
Management announced Q3 sales guidance of $9.3-$9.4 billion and adjusted EPS guidance of $1.40-$1.42 on 2026-07-29, representing 50%-52% and 51%-53% year-over-year growth, respectively. The guidance excludes additional tariff recoveries [#SEC-8K-2026-07-29].
2026-07-29catalystPost-earnings beat-and-raise momentumMedium impact
Q2 sales reached $8.8 billion, adjusted EPS $1.35, and both exceeded the high end of prior company guidance. Record $10.7 billion orders and a 1.23:1 book-to-bill support near-term sentiment, although part of the upside reflected an $80 million tariff-recovery benefit [#SEC-8K-2026-07-29].
2027-08-03catalystCommScope integration and acquisition accretionHigh impact
Amphenol raised expected 2026 CommScope sales contribution to $4.6 billion from $4.1 billion and expected adjusted EPS accretion to $0.30 from $0.15; integration and execution remain key validation points [#SEC-8K-2026-07-29].
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology