
AI-Driven Datacom Growth Powers Amphenol: Is the Trend Durable?
APH's AI-driven datacom business is reshaping its revenue mix, with record bookings and capacity-led demand pointing to long-cycle growth visibility.

APH's AI-driven datacom business is reshaping its revenue mix, with record bookings and capacity-led demand pointing to long-cycle growth visibility.

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Feb. 10, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

ProShare Advisors LLC decreased its holdings in shares of Amphenol Corporation (NYSE: APH) by 5.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 343,286 shares of the electronics maker's stock after selling 21,171 shares during the quarter. ProShare Advisors

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. APH, GE, RMD and AMP are some such stocks.

Smartleaf Asset Management LLC grew its stake in Amphenol Corporation (NYSE: APH) by 36.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,709 shares of the electronics maker's stock after acquiring an additional 4,758 shares during the quarter.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.2%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8% plus.

MU, MDB, APH, CIEN and STX are leading a February growth-stock list as AI-driven memory demand and strong earnings growth lift prospects.

Penserra Capital Management LLC grew its position in Amphenol Corporation (NYSE: APH) by 18.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,616 shares of the electronics maker's stock after buying an additional 4,539 shares during the quarter. Penserra Capital Management

APH's premium P/E doesn't stop shares from surging, as AI datacom demand, defense strength and upbeat 2026 guidance support the buy case.

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) announced today that its Board of Directors approved the first quarter 2026 dividend on its Common Stock in the amount of $0.25 per share at its meeting held on February 4, 2026. The Company will pay this first quarter 2026 dividend on April 14, 2026 to shareholders of record as of March 23, 2026. About Amphenol Amphenol Corporation is one of the world's largest designers, manufacturers and marketers of electrical, electronic.

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced that the Board of Directors has appointed R. Adam Norwitt, currently serving as President and Chief Executive Officer, to the additional role of Chairman of the Board, effective on the date of the Company's 2026 Annual Meeting of Stockholders, which is expected to be in May 2026. After more than five decades with Amphenol, including serving as President from 1987 to 2006, Chief Executive Officer from 1996 to 2.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here is how Amphenol (APH) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.

With share prices rising nearly 107% in the last 12 months, electronic and fiber optic component manufacturer Amphenol Corp. NYSE: APH has increasingly presented valuation concerns for investors.

Explore the exciting world of Amphenol (APH +1.47%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

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.

After gains in January, momentum investors should eye five picks, namely, APH, STX, ULTA, CDE and KLAC, for February.

APH posts strong Q4 results with big revenue growth, margin expansion and upbeat guidance, even as the stock pulls back sharply.

Everhart Financial Group Inc. acquired a new stake in Amphenol Corporation (NYSE: APH) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 3,614 shares of the electronics maker's stock, valued at approximately $447,000. Several other hedge funds also recently made changes

Convergence Investment Partners LLC raised its position in Amphenol Corporation (NYSE: APH) by 59.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,300 shares of the electronics maker's stock after acquiring an additional 7,230 shares during the quarter. Convergence Investment