Here’s What Boosted Amphenol Corporation (APH) in Q3

2 days ago 3

Soumya Eswaran

Fri, November 21, 2025 astatine 7:29 AM CST 3 min read

Madison Investments, an concern advisor, released its “Madison Mid Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money (Class I) returned 1.9% compared to the 5.3% summation for the Russell Midcap Index. The Russell Mid Cap Index experienced important maturation successful the 3rd 4th of 2025. Information Technology led the show some successful the 4th and YTD. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Madison Mid Cap 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 -2.59%, and its shares gained 75.47% of their worth implicit the past 52 weeks. On November 20, 2025, Amphenol Corporation (NYSE:APH) banal closed astatine $130.36 per share, with a marketplace capitalization of $159.568 billion.

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

"Technology stocks continued their precise beardown show successful 3Q, and we participated with Amphenol Corporation (NYSE:APH), Arista Networks, and MKS wrong our portfolio. Amphenol and Arista proceed to astonishment investors with outstanding gross maturation arsenic they capitalize connected the surge successful Al-related information halfway spending. While information halfway maturation is simply a meaningful benefit, we are besides encouraged by the spot successful different areas of these businesses, specified arsenic endeavor for Arista and defence and concern markets for Amphenol."

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

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 quarter sales 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.

In another article, we covered Amphenol Corporation (NYSE:APH) and shared the database of champion assertive maturation stocks to buy. Amphenol Corporation (NYSE:APH) contributed to Baron Asset Fund’s show successful Q3 2025, arsenic its shares rallied connected rising information halfway spending expectations driven by accelerating AI adoption. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.


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