Amphenol Corporation (APH)
APH's IT Datacom Growth Surges With AI Push: What Lies Ahead?
Amphenol's IT datacom unit posts triple-digit growth, driven by AI demand, with record orders and strong guidance signaling sustained momentum in data center expansion.
Will APH's Expanded Portfolio in Industrial End Markets Drive Gains?
Amphenol's industrial push gains traction with 20%+ sales growth and new liquid cooling connectors targeting AI, EV and energy systems demand.
Amphenol Drops 5% Year to Date: Buy, Sell or Hold the Stock?
APH faces valuation pressure and macro headwinds despite strong acquisition-driven growth, solid cash flow and rising orders supporting the outlook.
Amphenol: A Blue-Chip Compounder With Sustainable Competitive Advantages And AI Tailwinds
Amphenol stands out for its durable competitive advantages, decentralized model, and disciplined acquisition strategy, justifying a premium valuation. My fair value estimate is ~$170/share (39x 2026E adj. EPS), supported by resilient margins and robust secular growth, especially from AI data center buildout. APH's acquisition of CommScope's CCS business is expected to drive 2026 revenue up over 35%, with AI and data center segments as key growth catalysts.
Our Top 10 High Growth Dividend Stocks - March 2026
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 both quantitatively and qualitatively and select the top 10 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 and is suitable for investors in the accumulation phase.
Will Amphenol's Successful Acquisition Strategy Drive Long-Term Gains?
APH's acquisition-driven growth is boosting scale, expanding its tech portfolio and positioning it to capitalize on AI and long-term industry trends.
Here's Why Amphenol (APH) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Amphenol Corporation $APH Shares Bought by Banco Bilbao Vizcaya Argentaria S.A.
Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in shares of Amphenol Corporation (NYSE: APH) by 8.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,473 shares of the electronics maker's stock after purchasing an additional 9,796 shares during
Alkeon Capital Management LLC Buys 1,433,650 Shares of Amphenol Corporation $APH
Alkeon Capital Management LLC lifted its stake in shares of Amphenol Corporation (NYSE: APH) by 53.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,104,603 shares of the electronics maker's stock after purchasing an additional 1,433,650 shares during the quarter. Amphenol
7,445 Shares in Amphenol Corporation $APH Purchased by Benchmark Investment Advisors LLC
Benchmark Investment Advisors LLC purchased a new stake in Amphenol Corporation (NYSE: APH) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,445 shares of the electronics maker's stock, valued at approximately $921,000. Other institutional investors and hedge funds have also
Amphenol Corporation $APH Shares Sold by Analog Century Management LP
Analog Century Management LP decreased its position in shares of Amphenol Corporation (NYSE: APH) by 14.1% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 809,896 shares of the electronics maker's stock after selling 132,965 shares during the period. Amphenol
Arrowstreet Capital Limited Partnership Purchases 6,362,533 Shares of Amphenol Corporation $APH
Arrowstreet Capital Limited Partnership boosted its stake in shares of Amphenol Corporation (NYSE: APH) by 693.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,279,457 shares of the electronics maker's stock after buying an additional 6,362,533 shares
