Amphenol Corporation (APH)

Sep 25, 2026

Amphenol (APH) is experiencing record sales and earnings, with its second-quarter fiscal 2026 report showing significant year-over-year gains and strong guidance for the third quarter. The company's shares are up 23% year-to-date, driven by substantial institutional investor demand and robust fundamental growth. With a history of strong financial performance and consistent "Big Money" inflows, Amphenol is considered a potentially valuable addition to a diversified portfolio.

Sep 23, 2026

Allen Bond of Jensen Investment Management suggests investing in AI infrastructure companies like Broadcom (AVGO), KLA Corp (KLAC), and Amphenol (APH) rather than solely focusing on NVIDIA. He believes these companies offer a more durable play on the AI boom because they provide essential components for computing, power, and bandwidth, regardless of which specific AI models or platforms become dominant. This strategy focuses on the underlying technological buildout required for AI's proliferation.

Sep 16, 2026

Cohu, Inc. (COHU) reported better-than-expected Q2 2026 results, with earnings and revenues surpassing estimates, driven by strong AI compute demand and a favorable product mix. The company saw significant growth in high-performance computing, expanded its AI-driven compute opportunity pipeline to $850 million, and is increasing manufacturing capacity to meet future demand. Cohu also provided an optimistic outlook for Q3 and raised its full-year 2026 revenue growth forecast.

Sep 14, 2026

Littelfuse, Inc. (LFUS) saw its stock plunge by 7.2% on Monday, closing at $401.21, as a broad sector-wide selloff impacted electronic component manufacturers. This decline was not specific to Littelfuse, with several industry peers also experiencing significant losses, indicating a coordinated market downdraft. The absence of company-specific news suggests that the dip was driven by broader sector-level pressures, possibly due to shifting sentiment on end-market demand or supply chain dynamics.

Sep 14, 2026

The Zacks Analyst Blog features new research reports on 16 major stocks, with a focus on Meta Platforms, Marvell Technology, and Amphenol Corp., along with micro-cap stocks SandRidge Energy and BK Technologies Corp. The reports provide in-depth analysis of each company's performance, growth drivers, and potential risks, offering investors insights into their investment prospects. The blog also highlights the unique microcap research offered by Zacks.