Dernières nouvelles pour Amphenol (NYSE:APH) Stock

Amphenol

Amphenol is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

<a href="https://www.benzinga.com/topic/artificial-intelligence">The AI revolution</a> is officially a $240 billion spending spree. Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google are pouring unprecedented capital into AI infrastructure, igniting what Wedbush analyst Dan Ives calls a &#8220;watershed moment&#8221; for technology. 
The KraneShares Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGIX#NASDAQ">AGIX</a>) tracks the price movement of AI stocks, as can be seen <a href="https://www.benzinga.com/quote/AGIX">here</a>.
This tidal wave of investment — expected to exceed $240 billion combined over 2025 and 2026 — signals that the tech giants are not just chasing AI hype, but building the unstoppable engine behind the next industrial revolution.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46301582/metas-ai-empire-grows-fueled-by-openai-deepmind-apple-defectors">Meta&#8217;s AI Empire Grows — Fueled By OpenAI, DeepMind, Apple Defectors</a>
<h2 class="wp-block-heading">$250 Billion: The AI Cloud Arms Race</h2>
According to JPMorgan analyst Samik Chatterjee, the three cloud giants are aggressively expanding capex to fuel AI. Meta alone is guiding for nearly $100 billion in capital expenditures in 2026, focused on servers, data centers, and networking. Google raised its 2025 capex outlook to $85 billion, accelerating server deployments and datacenter builds. Meanwhile, Microsoft's September quarter capex hit $30 billion+, implying a possible annualized spend north of $100 billion if trends hold.
Taking into account (and leaving room for caution), these investments suggest a combined two-year AI infrastructure war chest exceeding $250 billion — a massive leap that validates the sector's growth potential. This capital race not only builds the backbone for AI but also creates spillover opportunities for hardware, software, and infrastructure companies.
<h2 class="wp-block-heading">AI's Golden Age: More Room To Run </h2>
Wedbush analyst Dan Ives sees this massive spending as proof that AI's growth runway is far from over. "We're only at 10 pm in the AI party," he says, with the "party" expected to last until 4 am — meaning years of explosive growth remain. With $2 trillion forecasted in enterprise and government AI spending over the next three years, tech titans like Meta, Microsoft, and Alphabet are laying the digital railroads for the next century.
JPMorgan analysts add that the real financial upside may lie with the less obvious players — those with leverage to AI infrastructure spending. 
In particular, they highlight companies like Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>), Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Celestica Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLS#NYSE">CLS</a>), Ciena Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>), Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), Flex Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLEX#NASDAQ">FLEX</a>), Jabil Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>), and Lumentum Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) as under-the-radar beneficiaries. According to the analysts, these companies are poised to experience pronounced earnings momentum as AI capital expenditures (capex) flow downstream into servers, interconnects, and optical components.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46756162/metas-ai-isnt-just-smart-its-paying-the-bills">Meta&#8217;s AI Isn&#8217;t Just Smart — It&#8217;s Paying The Bills</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Tech

Trading Ideas

AGIX

ANET

CIEN

COHR

FLEX

GOOG

GOOGL

LITE

MSFT

Meta, Microsoft And Google Are Unleashing A $250 Billion AI Tsunami

Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) may be fashionably late, but it's arriving with style — and a plan to bend the market to its will.
Despite planning to show up in 2026, six years after Samsung Electronics Co (OTCPK: SSNLF) debuted its first foldable phone, Apple's long-rumored book-style foldable iPhone could open the door to $65 billion in revenue and <a href="https://www.benzinga.com/quote/AAPL/earnings">deliver high-single-digit EPS</a> gains by 2029, according to JPMorgan's Samik Chatterjee.
Track Apple&#8217;s stock trajectory <a href="https://www.benzinga.com/quote/AAPL">here</a>.
With foldables still a niche segment — making up just ~1.5% of global smartphone sales — Apple's entrance could be the jolt the market needs. Samsung may own up to 56% of the foldable space, but Apple's entry with the iPhone 18 Fold might flip the dynamics, especially with a crease-free display and $1,999 price tag designed to woo premium buyers.
Read More: <a href="https://www.benzinga.com/markets/tech/25/07/46680504/apple-faces-18-month-deadline-to-deliver-on-ai-says-analyst">Apple Faces 18-Month Deadline To Deliver On AI, Says Analyst</a>
<h2 class="wp-block-heading">From Fold To Flip: Apple's Late But Loaded</h2>
Samsung's six-year head start has allowed it to fine-tune its foldables, with the Galaxy Z Fold 7 leading a product line that shipped about 10 million units in 2024. Still, Apple has something Samsung doesn't: a fiercely loyal user base, deep ecosystem and a track record of turning latecomer moves into gold, such as iPod, iPad and the Apple Watch.
JPMorgan expects Apple to sell 10 to 15 million foldable iPhones in 2027, ramping to 45 million units by 2029, echoing the success of the iPhone Pro Max.
Half those early buyers may even be Android switchers, lured by Apple's polish and prestige.
<h2 class="wp-block-heading">A Niche No More?</h2>
Foldables have struggled to break out, but Apple's presence alone could mainstream the segment. As volume scales, JPMorgan sees price premiums falling, helping drive adoption. 
And behind the scenes, Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) could benefit from increased hardware content.
Apple might be late — but if history is any guide, it's still very much in control of the playbook.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46680613/apple-to-shut-down-china-retail-store-for-first-time-ever-citing-shifting-mall-landscape-amid-consumer-slowdown">Apple To Shut Down China Retail Store For First Time Ever, Citing Shifting Mall Landscape Amid Consumer Slowdown</a></li>
</ul>
Photo: jamesteohart via Shutterstock.com

Analyst Color

Analyst Ratings

AAPL

SSNLF

Six Years Late, Apple's Foldable iPhone Could Still Flip Everything

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 5 years by 17.66% on an annualized basis producing an average annual return of 31.97%. Currently, Amphenol has a market capitalization of $128.30 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 5 years ago, it would be worth $4,026.05 today based on a price of $105.94 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753718424_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

U.S. stocks settled higher on Friday, with the S&amp;P 500 notching its 14th record close of the year as optimism over corporate earnings and progress on global trade talks provided support for risk assets.
All three major indices closed the week higher, with the 30-stock Dow gaining around 1.3% and the tech-heavy Nasdaq adding 1%. The broad market S&amp;P 500 climbed around 1.5% last week.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Yi Fu Lee
<ul class="wp-block-list">
<li>Analyst Firm: Cantor Fitzgerald</li>
<li>Ratings Accuracy: 88%</li>
<li>Latest Rating: Maintained an Overweight rating on Coursera, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COUR#NYSE">COUR</a>) and increased the price target from $10 to $13 on July 25. This analyst sees around 5% upside in the stock.</li>
<li>Recent News: On July 24, Coursera posted better-than-expected second-quarter financial results and after the company raised its FY25 sales guidance above estimates.</li>
</ul>
Analyst: Jay McCanless
<ul class="wp-block-list">
<li>Analyst Firm: Wedbush</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained a Neutral rating on D.R. Horton, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) and raised the price target from $155 to $170 on July 23. This analyst sees around 16% upside in the stock.</li>
<li>Recent News: On July 22, D.R. Horton reported better-than-expected quarterly financial results..</li>
</ul>
Analyst: Andres Sheppard
<ul class="wp-block-list">
<li>Analyst Firm: Cantor Fitzgerald</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Reiterated an Overweight rating on Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) with a price target of $355 on July 24. This analyst sees around 10% upside in the stock.</li>
<li>Recent News: Elon Musk-led Tesla has confirmed signing a massive $16.5 billion chip manufacturing deal with Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), marking a major win for the South Korean giant&#8217;s foundry business as it fights for dominance in the booming AI chip market against rivals like Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).</li>
</ul>
Analyst: William Stein
<ul class="wp-block-list">
<li>Analyst Firm: Truist Securities</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on Amphenol Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and boosted the price target from $102 to $126 on July 24. This analyst sees around 20% upside in the stock.</li>
<li>Recent News: On July 23, APH reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.</li>
</ul>
Analyst: Lloyd Walmsley
<ul class="wp-block-list">
<li>Analyst Firm: UBS</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Neutral rating on Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and increased the price target from $192 to $202 on July 24. This analyst sees around 4% upside in the stock.</li>
<li>Recent News: On July 23, Alphabet reported better-than-expected quarterly financial results..</li>
</ul>
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46653283/sp-500-notches-5th-consecutive-record-close-following-strong-earnings-investor-sentiment-edges-lower-but-fear-index-remains-in-greed-zone">S&amp;P 500 Notches 5th Consecutive Record Close Following Strong Earnings: Investor Sentiment Edges Lower, But Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>
Photo via Shutterstock

Price Target

Pre-Market Outlook

Markets

COUR

TSLA

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

WIIM

Amphenol shares are trading higher after multiple analysts raised their price targets on the stock.

UBS analyst Chris Snyder maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and raises the price target from $115 to $120.

UBS Maintains Buy on Amphenol, Raises Price Target to $120

Citigroup analyst Asiya Merchant maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and raises the price target from $115 to $125.

Citigroup Maintains Buy on Amphenol, Raises Price Target to $125

JP Morgan analyst Samik Chatterjee maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Overweight and raises the price target from $120 to $125.

JP Morgan Maintains Overweight on Amphenol, Raises Price Target to $125

Truist Securities analyst William Stein maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and raises the price target from $102 to $126.

Truist Securities Maintains Buy on Amphenol, Raises Price Target to $126

Baird analyst Luke Junk maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Outperform and raises the price target from $113 to $118.

Baird Maintains Outperform on Amphenol, Raises Price Target to $118

J.F. Lehman &amp; Company ("JFLCO"), a leading alternative asset manager focused exclusively on the aerospace, defense, maritime, government, environmental and infrastructure sectors, announced today that investment affiliates have sold Narda AcquisitionCo., Inc. ("Narda-MITEQ" or the "Company") to Amphenol Corporation ((", Amphenol", , NYSE:<a href="https://www.benzinga.com/stock/APH#NYSE">APH</a>). Terms of the transaction were not disclosed.
Narda-MITEQ is a leading global designer and manufacturer of advanced radiofrequency ("RF") and microwave components and subsystems for defense and commercial end markets. The Company's highly engineered solutions facilitate the conditioning, management and transfer of RF and microwave energy in demanding operating environments across a variety of electronic warfare, signals intelligence, radar, communications and test and measurement applications.
Upon acquiring Narda-MITEQ in 2021, JFLCO successfully partnered with a new management team led by Bob Tavares to improve operations, augment research and development activities and revitalize Narda-MITEQ's sales and marketing strategy to accelerate growth. The Company also executed the acquisition of Intelligent RF Solutions, LLC in December 2021 to expand Narda-MITEQ's product suite and customer base.

Amphenol Acquires Narda-MITEQ From J.F. Lehman & Company To Expand Defense And Aerospace Capabilities; No Financial Terms Disclosed

A wave of U.S. trade deals with key allies over the past 24 hours reignited Wall Street's rally and boosted investor risk <a href="https://www.benzinga.com/markets">appetite across global markets.</a>
President Donald Trump announced agreements with the Philippines, Indonesia and—most significantly—Japan, while the <a href="https://www.ft.com/content/460b7784-88d7-4324-9e4d-dc9692d15e72">Financial Times</a> reported that a U.S.-EU trade deal is imminent, expected to mirror the Tokyo framework.
The U.S.-Japan pact raises the baseline tariff on Japanese goods to 15% from 10%, sidestepping the previously threatened 25% level. Tariffs on Japanese autos have been cut from 25% to 15%. In return, Japan committed to investing $550 billion in the U.S. and easing access to American agricultural and industrial goods.
Markets cheered the progress. The S&amp;P 500 rose 0.5% to a new record high of 6,350, while the Dow Jones Industrial Average surged nearly 1%, or 450 points, nearing its own record. Small-cap stocks led the charge, with the Russell 2000 also jumping 1.0% to its highest level since February.
International equities soared even more. The iShares MSCI Japan Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>) rallied 4.9% to an all-time high, the SPDR DJ Euro STOXX 50 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FEZ#NYSE">FEZ</a>) climbed nearly 2%, and the iShares MSCI Mexico ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWW#NYSE">EWW</a>) gained 2.1%.
As optimism over global trade thawed investor caution, demand for safe-haven assets dropped. Gold slid 1.4% to $3,383 per ounce, while silver dipped 0.3%. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell 2% to $117,760. 
Next up: a major earnings test. Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), ServiceNow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) and IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) are all set to report results after Wednesday's close.
<h2 class="wp-block-heading">Wednesday&#8217;s Performance Of US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>% Chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,272.31</td>
<td>1.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,892.90</td>
<td>0.9%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,340.17</td>
<td>0.5%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>23,077.71</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) rose 0.5% to $580.89.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $448.95.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;held steady at $561.44.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) soared 1.1% to $225.66.</li>
<li>The&nbsp;Industrials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) outperformed, up 1.8%; the&nbsp;Utilities&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) lagged, down 0.8%.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stocks Movers</h3>
<ul class="wp-block-list">
<li>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) soared 13% after beating the Street&#8217;s estimates last quarter.</li>
</ul>
Other stocks reacting to earnings reports included:
<ul class="wp-block-list">
<li>Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) down 3.54%</li>
<li>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) down 11.80%</li>
<li>Boston Scientific Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>) up 3.94%</li>
<li>NextEra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) down 6.62%</li>
<li>Amphenol Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) up 3.15%</li>
<li>CME Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>) up 1.32%</li>
<li>Moody's Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCO#NYSE">MCO</a>) up 2.14%</li>
<li>Capital One Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) up 2.30%</li>
<li>General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>) up 6.47%</li>
<li>Fiserv Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FI#NASDAQ">FI</a>) down 16.10%</li>
<li>Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) up 1.66%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) down 1.84%</li>
<li>Hilton Worldwide Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) down 2.04%</li>
<li>TE Connectivity plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEL#NYSE">TEL</a>) up 10.30%</li>
<li>CoStar Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>) up 6.34%</li>
<li>Otis Worldwide Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OTIS#NYSE">OTIS</a>) down 10.32%</li>
<li>Teledyne Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDY#NYSE">TDY</a>) down 3.76%</li>
<li>Lennox International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>) up 8.84%</li>
<li>Northern Trust Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) down 3.53%</li>
<li>Rogers Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCI#NYSE">RCI</a>) up 0.29%</li>
<li>East West Bancorp Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EWBC#NASDAQ">EWBC</a>) down 2.16%</li>
<li>Mr. Cooper Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COOP#NASDAQ">COOP</a>) up 0.90%</li>
<li>Hasbro Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>) down 0.73%</li>
<li>Lamb Weston Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>) up 16.08%</li>
</ul>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/07/46557704/trump-america-first-agenda-ai-industrial-stocks-defense-sector">Trump&#8217;s Sledgehammer Policies Have Ignited Wall Street&#8217;s Hottest Trade—And It&#8217;s Not AI </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

Large Cap

Macro Economic Events

Regulations

Sector ETFs

Broad U.S. Equity ETFs

Emerging Market ETFs

Commodities

Economics

ETFs

$BTC

COOP

CSGP

SPDR Dow Jones Industrial Average ETF Trust

EWBC

INFY

ISRG

NTRS

OTIS

Stocks Jump On Trump's Trade Deal Deluge Ahead Of Big Tech Earnings: What's Moving Markets Wednesday?

APH stock has given up its prior gain. Amphenol shares were trading higher after the company reported better-than-expected Q2 financial results and issued Q3 guidance above estimates.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$215.00</td>
<td>$160.0K</td>
<td>53.3K</td>
<td>125.3K</td>
</tr>
<tr>
<td>MARA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$17.00</td>
<td>$63.5K</td>
<td>9.2K</td>
<td>36.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$150.00</td>
<td>$35.2K</td>
<td>10.3K</td>
<td>14.8K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$172.50</td>
<td>$34.2K</td>
<td>20.2K</td>
<td>12.9K</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$45.00</td>
<td>$91.4K</td>
<td>7.3K</td>
<td>7.0K</td>
</tr>
<tr>
<td>CIFR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$10.00</td>
<td>$75.3K</td>
<td>8.0K</td>
<td>6.9K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/25/25</td>
<td>$420.00</td>
<td>$341.0K</td>
<td>4.8K</td>
<td>3.7K</td>
</tr>
<tr>
<td>S</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$18.50</td>
<td>$30.5K</td>
<td>4.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>APH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$100.00</td>
<td>$37.7K</td>
<td>2.1K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$115.00</td>
<td>$47.9K</td>
<td>2.5K</td>
<td>1.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 1032 contract(s) at a $215.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $160.0K, with a price of $155.0 per contract. There were 53303 open contracts at this strike prior to today, and today 125342 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 1980 contract(s) at a $17.00 strike. This particular put needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $63.5K, with a price of $32.0 per contract. There were 9285 open contracts at this strike prior to today, and today 36032 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 101 contract(s) at a $150.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $35.2K, with a price of $350.0 per contract. There were 10317 open contracts at this strike prior to today, and today 14855 contract(s) were bought and sold. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 9 day(s) on August 1, 2025. Parties traded 151 contract(s) at a $172.50 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $34.2K, with a price of $227.0 per contract. There were 20262 open contracts at this strike prior to today, and today 12926 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a put option sweep with bearish sentiment. It expires in 23 day(s) on August 15, 2025. Parties traded 101 contract(s) at a $45.00 strike. This particular put needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $91.4K, with a price of $905.0 per contract. There were 7328 open contracts at this strike prior to today, and today 7065 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a call option trade that happens to be bearish, expiring in 23 day(s) on August 15, 2025. This event was a transfer of 3427 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $75.3K, with a price of $22.0 per contract. There were 8090 open contracts at this strike prior to today, and today 6915 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be neutral, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 246 contract(s) at a $420.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $341.0K, with a price of $1378.0 per contract. There were 4839 open contracts at this strike prior to today, and today 3783 contract(s) were bought and sold. 
• Regarding S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on July 25, 2025. Parties traded 244 contract(s) at a $18.50 strike. This particular call needed to be split into 40 different trades to become filled. The total cost received by the writing party (or parties) was $30.5K, with a price of $125.0 per contract. There were 4056 open contracts at this strike prior to today, and today 2878 contract(s) were bought and sold. 
• For APH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>), we notice a put option sweep that happens to be bullish, expiring in 23 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $100.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $378.0 per contract. There were 2139 open contracts at this strike prior to today, and today 2063 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option sweep that happens to be bearish, expiring in 9 day(s) on August 1, 2025. This event was a transfer of 461 contract(s) at a $115.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $47.9K, with a price of $104.0 per contract. There were 2576 open contracts at this strike prior to today, and today 1328 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CIFR

ENPH

MARA

MSTR

NVDA

PLTR

10 Information Technology Stocks With Whale Alerts In Today's Session

Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) stock is up after it reported its <a href="https://www.benzinga.com/pressreleases/25/07/b46568798/amphenol-reports-record-second-quarter-2025-results" target="_blank" rel="noreferrer noopener">fiscal second-quarter</a> 2025 results on Wednesday.
Quarterly sales increased by 57% year-on-year to $5.65 billion,&nbsp;topping the&nbsp;analyst consensus estimate of $5.01 billion. This was driven by strong organic growth in all of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the company&#8217;s acquisition program.&nbsp;
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46295967/amphenol-soars-42-to-52-week-high-riding-ai-wave" target="_blank" rel="noreferrer noopener">Amphenol Soars 42% To 52-Week High Riding AI Wave</a>
Adjusted EPS of 81 cents beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a>&nbsp;of 66 cents.
The adjusted operating margin for the quarter reached a record 25.6%, up from 21.3% a year ago.
Amphenol held $3.23 billion in cash and equivalents as of June 30, 2025.
During the second quarter, the company purchased two million shares of its common stock for $160 million and paid dividends of $200 million, resulting in total capital returned to shareholders of approximately $360 million.
Amphenol President and CEO R. Adam Norwitt expressed satisfaction with the company&#8217;s strong second-quarter 2025 performance. He noted that accelerating innovation in electronics unlocks significant growth opportunities across Amphenol&#8217;s diverse end markets. The company has expanded its high-tech interconnect product portfolio through internal innovation and strategic acquisitions.
Outlook: Amphenol expects third-quarter sales of $5.4 billion-$5.5 billion.&nbsp;This&nbsp;represents a 34%-36% increase over the&nbsp;prior-year&nbsp;quarter, and the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">street view&nbsp;pegs</a>&nbsp;expectations&nbsp;at $5.18 billion.
The company expects adjusted EPS of 77 cents to 79 cents, representing a 54%–58% increase year-over-year. The&nbsp;analyst consensus estimate&nbsp;stands at 68 cents.
APH Price Action: Amphenol stock is up 3.33% to $105.17 at publication on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46549766/micron-launches-first-space-ready-memory-chip-to-power-ai-missions-in-orbit" target="_blank" rel="noreferrer noopener">Micron Launches First Space-Ready Memory Chip To Power AI Missions In Orbit</a></li>
</ul>
Photo: Shutterstock

Earnings

Guidance

Amphenol Stock Surges After Q2 Beat, Sets Sights On 36% Sales Jump In Q3

Amphenol shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 guidance above estimates.

Amphenol Sees Q3 Adj EPS $0.77-$0.79 vs $0.68 Est; Sees Sales $5.400B-$5.500B vs $5.18B Est

Earnings Beats

Amphenol Q2 Adj. EPS $0.81 Beats $0.66 Estimate, Sales $5.65B Beat $5.01B Estimate

AMTB

ASGN

BANC

BPOP

BRKL

CADE

CBAN

CHDN

CSBR

CVBF

CVLG

EGBN

EPRT

EQNR

ESRT

First Trust Advantage Preferred Income Fund

FRME

FSBC

GLPG

GSHD

HBNC

HCSG

ICLR

INBK

KALU

MTAL

NTST

NVEC

ORLY

OTLY

OXLC

PLXS

PTEN

QCRH

RBBN

RELL

SEIC

SIGI

Earnings Scheduled For July 23, 2025

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 10 years by 10.51% on an annualized basis producing an average annual return of 22.07%. Currently, Amphenol has a market capitalization of $125.15 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 10 years ago, it would be worth $7,280.03 today based on a price of $103.34 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752882311_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 10 Years Ago, You Would Have This Much Today

Press Releases

HealthEdge Announces Successful Sale of LifeSync to Amphenol

Ethernet Alliance Showcases Future-Ready Ethernet Innovation at OFC 2025

Amphenol Corporation Releases 2024 Sustainability Report

Amphenol Reports Record First Quarter 2025 Results

Amphenol Announces Second Quarter 2025 Dividend

Amphenol Corporation Announces Pricing of USD-Denominated Senior Notes Offering

AMPHENOL CORPORATION ANNOUNCES PRICING OF EURO-DENOMINATED SENIOR NOTES OFFERING

Comments

Amphenol

Actualités

Dernières nouvelles pour Amphenol (NYSE:APH) Stock

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL