Amphenol Corporation (APH) Rose with Increasing Expectations for Data Center Spending

5 days ago 5

Soumya Eswaran

Mon, November 10, 2025 astatine 8:06 AM CST 3 min read

Baron Funds, an concern absorption company, released its “Baron Asset Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities continued the erstwhile quarter's rally successful the 3rd 4th of 2025. The anticipation of the Federal Reserve (the Fed) to chopped involvement rates was the superior operator down the marketplace rally. In the 3rd quarter, the money declined 4.23% (Institutional Shares) compared to 2.78% for the Russell Midcap Growth Index and an 8.18% instrumentality for the Russell 3000 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Baron Asset Fund highlighted stocks specified arsenic Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fibre optic connectors. The one-month instrumentality of Amphenol Corporation (NYSE:APH) was 12.25%, and its shares gained 89.47% of their worth implicit the past 52 weeks. On November 7, 2025, Amphenol Corporation (NYSE:APH) banal closed astatine $139.09 per share, with a marketplace capitalization of $170.254 billion.

Baron Asset Fund stated the pursuing regarding Amphenol Corporation (NYSE:APH) successful its 3rd 4th 2025 capitalist letter:

"Amphenol Corporation (NYSE:APH), a starring planetary supplier of precocious interconnect systems for information centers, gained during the quarter. Its shares rallied arsenic expectations for information halfway superior spending continued to emergence with the accelerating adoption of AI. In addition, Amphenol announced its largest-ever acquisition— CommScope’s Connectivity and Cable Solutions concern for $10.5 billion—which was good received by investors. Amphenol has demonstrated accordant shareholder worth instauration done prudent superior deployment and disciplined acquisitions. We stay shareholders fixed the company’s durable competitory advantages, favorable tailwinds from AI-driven information halfway construction, and its proven semipermanent way grounds of some integrated and inorganic growth."

What’s Fueling Wall Street’s 90-Day Optimism connected Amphenol (APH)?

Amphenol Corporation (NYSE:APH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge money portfolios held Amphenol Corporation (NYSE:APH) astatine the extremity of the 2nd quarter, up from 69 successful the erstwhile quarter. Amphenol Corporation’s (NYSE:APH) 3rd 4th income were up 53% successful US dollars and 52% successful section currencies to $6.194 billion. While we admit the imaginable of Amphenol Corporation (NYSE:APH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.