Amphenol, AppLovin, Hasbro, Micron and Robinhood are five high-growth stocks set to shine in September.
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
APH and APP stand out with strong AI-driven growth, soaring demand, and sharp earnings estimate revisions boosting momentum.
APH's Communications sales soared 101% in Q2 2025, fueled by AI-driven demand and a $10.5B acquisition boost.
Amphenol (APH) reported earnings 30 days ago. What's next for the stock?
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Amphenol delivered record revenue, profit, and margins in 2025, but the current share price already reflects these achievements, limiting further upside. Strong growth was driven by M&A, demand from AI, cloud, and EV sectors, and a diversified business model, but future growth will moderate. Valuation is fair with limited upside; my DCF and multiples analysis suggest shares are close to intrinsic value—Hold is the most balanced approach.
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Amphenol's Q2 earnings surge, strong Q3 outlook, and strategic acquisitions are set to drive shares to fresh highs in 2025.
Commscope shares surged nearly 70% in early trading on Monday after Amphenol announced it would acquire the company's Connectivity and Cable Solutions business for $10.5 billion in cash. The deal will expand Amphenol's presence in the data communications market, particularly in areas linked to artificial intelligence and advanced data centre infrastructure.
The fiber-optic cable maker is set to buy CommScope's broadband connectivity and cable unit.
Amphenol (APH) possesses solid growth attributes, which could help it handily outperform the market.