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Amphenol's AI datacom strength, broad interconnect portfolio and CommScope deal bolster its position against TE Connectivity and Marvell Technology.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

VRT's product revenues jump 22% to $2.65B in the second quarter of 2026 as AI data-center demand fuels power, cooling and infrastructure sales.

GLW expands AI and telecom partnerships with Meta, Amazon, NVIDIA and Verizon, boosting connectivity opportunities as AI data-center demand grows.

Amphenol has delivered very strong long term returns, so the current share price of US$78.55 naturally raises the question of whether that run is still supported by the cash the business can generate. With the focus now on its cash flows, the market price invites a closer look at what investors are really paying for. Over the past 5 years, Amphenol has returned 342.2%, which puts a lot of weight on whether its underlying cash flows can keep backing up that kind of performance. The group’s...

Earlier this month, Amphenol Corporation presented at Citi’s 2026 Global TMT Conference in New York, highlighting its role in electrical, electronic, and fiber optic connectors across diverse end markets. Recent commentary emphasizes how strong AI-related IT datacom demand, record orders, and better-than-expected benefits from the CommScope acquisition are reinforcing confidence in Amphenol’s operations and market position. Next, we’ll examine how robust AI datacom demand and CommScope’s...

Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

Meta Platforms, Marvell and Amphenol feature in today's research as AI demand drives growth, while spending, competition and execution risks persist.

Marvell's AI infrastructure gains, custom silicon growth and networking momentum point to a higher multi-year outlook.

Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.

GLW's multi-billion-dollar Verizon deal boosts optical fiber demand, supporting broadband expansion and AI infrastructure through 2032.

AI stock Amphenol is testing its 50-day moving average and is in a cup-with-handle base with a pivot at 88.17.

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 19.8% gain for the industry over the past six months - 8.1 percentage points higher than the S&P 500.

Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors.

Amphenol (APH) is back in focus after its Board of Directors approved a two-for-one stock split, to be paid as a stock dividend with additional shares scheduled for distribution on September 2, 2026. Recent share price moves for Amphenol have been mildly weaker in the very short term, with the 1 day, 7 day and 30 day share price returns all slightly negative. However, the 90 day share price return of 9.07% and year to date share price return of 14.58% point to ongoing positive momentum, which...

Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

NVT's power utility growth is benefiting from rising electricity demand, AI data centers and grid modernization, adding another growth avenue.

Here is how Amphenol (APH) and Advanced Energy Industries (AEIS) have performed compared to their sector so far this year.

Amphenol is splitting its stock just as its AI-fueled growth story heats up, giving investors another reason to watch this data-center connectivity powerhouse.

Amphenol (APH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]

When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?

ADSK's Q2 results hinge on its sales reorganization, transaction-model shift and momentum in AECO, emerging markets and operations.

Amphenol stock has delivered very strong gains over the past five years, yet the current valuation checks now point to a more cautious picture. The Discounted Cash Flow (DCF) intrinsic value estimate indicates the shares trade at a premium, while earnings-based multiples look closer to fair. Amphenol has returned 327.0% over the past five years, which puts extra focus on whether today’s price leaves much room for error. Recent coverage highlights robust growth expectations for earnings and...

S is set to report Q2 fiscal 2027 results on Aug. 27, with revenue growth, AI-security momentum and cost savings in focus.

GLW's Optical Communications sales surge 32%, fueled by AI data center demand, with Scale-Up systems offering another growth opportunity.

VRT's margin gains and strong sales growth are reshaping its competitive position as Amphenol and Super Micro Computer expand in AI infrastructure.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Wolfe Research identified seven stocks combining strong earnings, rapid sales growth, and positive momentum in a tough market.