Amphenol's Harsh Environment Solutions sales soared 27% in Q3, fueled by new launches and portfolio expansion.
Amphenol is upgraded to Buy with a $148 target, reflecting a 13% upside after a record Q3 and raised forecasts. Strategic M&A, notably Trexon and CommScope CCS, strengthens APH's high-margin, structurally growing segments in defense, datacom, and industrial sensors. Q3 revenue surged 53% y/y (41% organic), driven by explosive demand in IT/datacenter and communications, with robust margin and FCF expansion.
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Here is how Amphenol (APH) and Bel Fuse (BELFB) have performed compared to their sector so far this year.
APH surges on strong order growth, expanding interconnect tech and a steady stream of acquisitions fueling broad market momentum.
APH surges as its Communication Solutions segment jumps 96.4% on booming AI data centers and next-gen network demand.
APH's surging sales, AI-driven momentum and strong margins give the connector maker a clear edge over TEL in the current market cycle.
APH's latest acquisitions, from sensors to harsh-environment connectors, show its deal strategy rapidly reshaping growth across key markets.
APH, WDC, CLS, JBL and FIX are five AI-driven stocks that have surged over 45% in 2025, with growth drivers pointing to more upside ahead.
Corning has decreased by -7.8% in the last day. You might be inclined to purchase more shares or consider reducing your investment.
Amphenol Corporation (APH) shares up 5,860% since first Big Money outlier signal in 2005.
APH's 16% jump in a month reflects strong earnings, cash flow and acquisitions fueling its long-term growth momentum.