에 대한 최신 뉴스 Amphenol (NYSE:APH) 주식

Amphenol

Amphenol Corp 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.

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모든 시선은 엔비디아(NASDAQ:NVDA)의 GTC 2025에 집중되고 있다. CEO 젠슨 황이 인공지능(AI) 하드웨어의 다음 단계를 공개할 예정이다. JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 투자자들이 하드웨어와 네트워킹 공급망의 승자와 패자를 분석하기 위해 이 이벤트를 주의 깊게 지켜보아야 할 주요 포인트를 정리했다.

엔비디아의 다음 움직임이 암페놀, 델, 슈퍼 마이크로에 중요한 이유

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도널드 트럼프의 첫 주가 시장에 블록버스터 같은 영향을 미쳤다. S&amp;P 500 지수가 1.7% 급등하며 새로운 대통령 취임 첫 주의 가장 좋은 성과를 거둔 것은 로널드 레이건이 취임한 1985년 이후 처음이다. 1월 27일 월요일, 기술 주식이 급락한 후, 화요일에는 월스트리트가 반등을 시도했다.

트럼프의 첫 주에 기록적인 상승 촉발, 뒤이은 기술주 매도에 따라 빛을 발하는 3가지 ETF

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기술 부문이 인공지능(AI) 중심 성장에서 보다 광범위한 시장 회복으로 전환됨에 따라, JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 전통적인 IT 인프라와 산업 기술에 대한 상승을 이끄는 경기 순환적 반등을 강조한다.

델, 코닝, 코히런트: JP모건의 순환적 반등을 위한 최고의 선택 &#39;AI 이상&#39;

Amphenol Corp

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Goldman Sachs analyst Mark Delaney 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 $72 to $80.

Price Target

Goldman Sachs Maintains Buy on Amphenol, Raises Price Target to $80

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 $78 to $85.

UBS Maintains Buy on Amphenol, Raises Price Target to $85

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 $75 to $85.

Citigroup Maintains Buy on Amphenol, Raises Price Target to $85

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 $85 to $91.

JP Morgan Maintains Overweight on Amphenol, Raises Price Target to $91

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Amphenol shares are trading higher after Baird raised its price target on the stock from $73 to $85 and maintained an Outperform rating.

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 $73 to $85.

Baird Maintains Outperform on Amphenol, Raises Price Target to $85

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 20 years by 10.33% on an annualized basis producing an average annual return of 18.26%. Currently, Amphenol has a market capitalization of $86.17 billion. 
Buying $1000 In APH: If an investor had bought $1000 of APH stock 20 years ago, it would be worth $28,864.10 today based on a price of $71.15 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745449233_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.

Here's How Much $1000 Invested In Amphenol 20 Years Ago Would Be Worth Today

Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration h<a href="https://www.benzinga.com/markets">elped lift investor confidence.</a>
The administration eased market fears on two major fronts that have recently weighed heavily on sentiment. On the trade front, tensions with China appeared to thaw, with reports suggesting the White House is considering reducing tariffs on certain categories of goods.
U.S. Treasury Secretary Scott Bessent added fuel to the rally, stating U.S.-China tariffs are unsustainable and will likely need to be lowered to facilitate meaningful negotiations.
Meanwhile, President Donald Trump offered an abrupt shift in tone toward Federal Reserve Chair Jerome Powell, saying he has no intention to fire him, a remark that helped calm concerns over political interference in monetary policy.
By midday in New York, the S&amp;P 500 was up by nearly 2%, though it had earlier climbed even higher. The Nasdaq 100 outperformed with a 2.5% gain, driven by strength in Magnificent Seven stocks.
Trump's pivot on Powell pushed Treasury yields lower across the curve, with the 30-year yield falling five basis points to 4.83%, after briefly topping 4.90% the previous day.
On the macro front, flash Purchasing Managers&#8217; Index surveys revealed slowing growth momentum in the U.S. economy, as the services sector decelerated sharply following the impact <a href="https://www.benzinga.com/government/regulations/25/04/44952395/us-business-activity-growth-slows-in-april-as-services-suffer-tariff-shock-markets-rally-as-trade-war-cools">of recent tariff shocks.</a>
The U.S. dollar strengthened, while gold plunged 2.6%, heading for its worst session since November.
Oil prices dropped more than 2% following speculation that OPEC+ may announce a new output hike as early as next month.
Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady around $93,000.
<h1 class="wp-block-heading">Wednesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg</td>
<td>1-day %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,732.09</td>
<td>+455.68</td>
<td>2.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,926.45</td>
<td>+37.40</td>
<td>2.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,384.67</td>
<td>+96.91</td>
<td>1.8%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,724.87</td>
<td>+537.89</td>
<td>1.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:35 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>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.9% to $537.35.</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 1.4% to $397.79.</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;rallied 2.7% to $456.50.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) soared 2.1% to $191.47.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3.44%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 1.2%.</li>
</ul>
<h1 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h1>
<ul>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) jumped 6.6% despite falling short on both earnings and revenue expectations, as CEO Elon Musk reassured investors by pledging to scale back his involvement with DOGE and refocus on the company.</li>
</ul>
Other stocks reacting to earnings report included: 
<ul>
<li>Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>): up 2.8%</li>
<li>Chubb Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>): down 2.6%</li>
<li>Capital One Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>): up 4.6%</li>
<li>Steel Dynamics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>): up 4.7%</li>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>): up 3%</li>
<li>Packaging Corporation of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>): down 1.7%</li>
<li>Baker Hughes Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>): down 4.3%</li>
<li>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>): down 14.4%​</li>
<li>Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): down 0.5%</li>
<li>Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>): up 2.6%</li>
<li>NextEra Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): up 1%</li>
<li>Boston Scientific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>): up 4.8%</li>
<li>General Dynamics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>): down 3.4%</li>
<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>): up 5.7%</li>
<li>Norfolk Southern Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>): up 1.4%</li>
<li>CME Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>): down 3.8%</li>
<li>TE Connectivity Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEL#NYSE">TEL</a>): up 2.7%</li>
<li>Amphenol Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>): up 9.9%</li>
<li>AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>): up 0.8%</li>
<li>Old Dominion Freight Line, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>): up 1.3%</li>
<li>Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>): up 7.2%</li>
<li>Masco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>): down 2.1%</li>
<li>Avery Dennison Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVY#NYSE">AVY</a>): down 2.4%</li>
<li>Lennox International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>): down 8.2%</li>
<li>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>): up 5.2%</li>
<li>Teledyne Technologies Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDY#NYSE">TDY</a>): down 1.7%</li>
<li>Otis Worldwide Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OTIS#NYSE">OTIS</a>): down 6%​</li>
</ul>
<ul>
<li>Stocks slated to report earnings after the bell include Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>), Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>), Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>), ServiceNow, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>), Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Resmed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>), Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>), Rollins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>), United Rentals Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>), Tyler Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>), Edwards Lifesciences Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>), Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>), and Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>).</li>
</ul>
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Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?

Amphenol's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) short percent of float has risen 13.82% since its last report. The company recently reported that it has 14.82 million shares sold short, which is 1.4% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.62 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Amphenol Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745427630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Amphenol has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Amphenol's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Amphenol's peer group average for short interest as a percentage of float is 4.05%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Amphenol?

U.S. stocks were higher, with the Dow Jones index gaining around 1,000 points on Wednesday.
Shares of Amphenol Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) rose sharply during Wednesday's session after the company reported better-than-expected first-quarter financial results and issued second-quarter <a href="https://in.benzinga.com/news/earnings/25/04/44950358/amphenol-q1-earnings-48-topline-growth-driven-by-it-mobile-defense-sectors">guidance above estimates</a>.
The quarterly sales increased by 48% year-on-year to $4.81 billion, topping the analyst consensus estimate of $4.23 billion, driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense, and communications networks markets, together with contributions from the company's acquisition program.
Amphenol shares jumped 11.7% to $73.46 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) shares jumped 33.4% to $5.55 after the company showcased its 7th-gen autonomous system and robotaxi fleet.</li>
<li>Pegasystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) gained 31.1% to $90.16 after the company reported better-than-expected first-quarter financial results.</li>
<li>Healthcare Services Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HCSG#NASDAQ">HCSG</a>) jumped 25.5% to $11.81 after the company reported better-than-expected quarterly financial results.</li>
<li>Novavax, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) gained 23.6% to $7.73 after the company said it believes its Biologics License Application is approvable based on recent conversations with the FDA.</li>
<li>Power Solutions International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSIX#NASDAQ">PSIX</a>) gained 20.9% to $25.41.</li>
<li>Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) rose 17.2% to $32.06 after the company provided updates on its Phase 3 trial of Ivonescimab and announced it met its primary endpoint.</li>
<li>Tempus AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) gained 15.1% to $49.77 after the company announced a multi-year collaboration with several firms, including AstraZeneca, to develop the largest multimodal foundation model in oncology.</li>
<li>BioNTech SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>) jumped 13.9% to $119.23.</li>
<li>Chart Industries, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NASDAQ">GTLS</a>) rose 13% to $136.79.</li>
<li>Semtech Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMTC#NASDAQ">SMTC</a>) jumped 12.7% to $27.83.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) rose 12.7% to $34.51.</li>
<li>Lumentum Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) gained 12.5% to $58.12.</li>
<li>Amer Sports, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) rose 12.2% to $24.95.</li>
<li>East West Bancorp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EWBC#NASDAQ">EWBC</a>) gained 12.1% to $88.79 after Barclays raised its price target on the stock from $105 to $110 and maintained an Overweight rating.</li>
<li>Vertiv Holdings Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) rose 12% to $80.41 after the company reported better-than-expected quarterly financial results and raised its full-year sales guidance.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) gained 11% to $46.74.</li>
<li>SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) gained 9.2% to $275.61 after the company reported better-than-expected quarterly financial results.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rose 7.5% to $255.71 after the company reported first-quarter results and CEO Elon Musk indicated his time allocation to DOGE would drop. Additionally, Wedbush raised its price target from $315 to $350.</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) gained 5.7% to $104.51.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44947241/wall-streets-most-accurate-analysts-give-their-take-on-3-tech-stocks-with-over-4-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Tech Stocks With Over 4% Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

Markets

Movers

BNTX

EWBC

GTLS

HCSG

HOOD

LITE

NVAX

PEGA

PONY

PSIX

SMMT

SMTC

Amphenol Posts Better-Than-Expected Results, Joins SAP, Tesla, Pegasystems And Other Big Stocks Moving Higher On Wednesday

Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) reported its <a href="https://www.benzinga.com/pressreleases/25/04/b44946355/amphenol-reports-record-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">fiscal first-quarter 2025</a> results Wednesday.
The quarterly sales increased by 48% year-on-year to $4.81 billion,&nbsp;topping the&nbsp;analyst consensus estimate of $4.23 billion, driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense, and communications networks markets, together with contributions from the company&#8217;s acquisition program.&nbsp;
Adjusted EPS of 63 cents beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of 52 cents.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44362565/why-nvidias-next-moves-matter-for-amphenol-dell-super-micro" rel="noreferrer noopener">Why Nvidia&#8217;s Next Moves Matter For Amphenol, Dell, Super Micro</a>
The stock surged after the print.
The adjusted operating margin for the quarter reached a record 21.3%, up from 21.0% a year ago.
Amphenol held $1.67 billion in cash and equivalents as of March 31.
Outlook:&nbsp;Amphenol expects second-quarter sales of $4.90 billion-$5.00 billion.&nbsp;This&nbsp;represents a 36%-39% increase over the&nbsp;prior-year&nbsp;quarter, and the&nbsp;street view&nbsp;pegs&nbsp;expectations&nbsp;at $4.58 billion.
The company expects adjusted EPS of $0.64–$0.66, representing a 45%–50% increase Y/Y. The <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst consensus estimate</a> stands at $0.55.
Given the better-than-expected performance of the Andrew business so far, Amphenol now expects the acquisition to be approximately $0.09 accretive to the company&#8217;s 2025 adjusted EPS, compared to the company&#8217;s initial expectation of $0.06.
Price Action: APH stock is up 11.0% to $73.00 premarket at the last check on Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44921088/genuine-parts-sees-q1-growth-from-acquisitions-but-tariffs-and-lower-sales-weigh-on-results" target="_blank" rel="noreferrer noopener">Genuine Parts Sees Q1 Growth From Acquisitions, But Tariffs And Lower Sales Weigh On Results</a></li>
</ul>
Photo: Shutterstock

Earnings

Guidance

Amphenol Q1 Earnings: 48% Topline Growth, Driven By IT, Mobile, Defense Sectors

Amphenol shares are trading higher after the company reported better-than-expected Q1 financial results and issued Q2 guidance above estimates.

Amphenol Sees Q2 Adj EPS $0.64-$0.66 vs $0.55 Est; Sees Sales $4.900B-$5.000B vs $4.58B Est

Earnings Beats

Amphenol Q1 Adj. EPS $0.63 Beats $0.52 Estimate, Sales $4.81B Beat $4.23B Estimate

AMTB

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BWFG

CACI

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COOP

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New Oriental Education & Technology Group

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Earnings Scheduled For April 23, 2025

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) will release its quarterly earnings report on Wednesday, 2025-04-23. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Amphenol to report an earnings per share (EPS) of $0.51.
The market awaits Amphenol's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
Last quarter the company beat EPS by $0.05, which was followed by a 0.91% increase in the share price the next day.
Here's a look at Amphenol's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.50</td>
<td>0.45</td>
<td>0.41</td>
<td>0.37</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.55</td>
<td>0.50</td>
<td>0.44</td>
<td>0.40</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>2.0%</td>
<td>-0.0%</td>
<td>2.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745330564_0.png" alt="eps graph" />
<h3>Market Performance of Amphenol's Stock</h3>
Shares of Amphenol were trading at $63.59 as of April 21. Over the last 52-week period, shares are up 11.58%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analyst Views on Amphenol</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Amphenol.
The consensus rating for Amphenol is Buy, based on 9 analyst ratings. With an average one-year price target of $85.0, there's a potential 33.67% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Corning, Coherent and Littelfuse, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Corning, with an average 1-year price target of $56.0, suggesting a potential 11.94% downside.</li>
<li>Analysts currently favor an Buy trajectory for Coherent, with an average 1-year price target of $104.18, suggesting a potential 63.83% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Littelfuse, with an average 1-year price target of $236.0, suggesting a potential 271.13% upside.</li>
</ul>
<h3>Summary of Peers Analysis</h3>
The peer analysis summary offers a detailed examination of key metrics for Corning, Coherent and Littelfuse, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amphenol</td>
<td>Buy</td>
<td>29.76%</td>
<td>$1.48B</td>
<td>7.75%</td>
</tr>
<tr>
<td>Corning</td>
<td>Buy</td>
<td>16.93%</td>
<td>$1.20B</td>
<td>2.85%</td>
</tr>
<tr>
<td>Coherent</td>
<td>Buy</td>
<td>26.80%</td>
<td>$509.35M</td>
<td>1.33%</td>
</tr>
<tr>
<td>Littelfuse</td>
<td>Neutral</td>
<td>-0.81%</td>
<td>$176.84M</td>
<td>-2.08%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Amphenol ranks highest in revenue growth among its peers. It also leads in gross profit margin. However, its return on equity is lower compared to the group average. Overall, Amphenol stands out as a strong performer in terms of revenue growth and gross profit.
<h3>Get to Know Amphenol Better</h3>
Amphenol Corp 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.
<h3>Amphenol's Economic Impact: An Analysis</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Amphenol's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 29.76%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Amphenol's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 17.28%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Amphenol's ROE excels beyond industry benchmarks, reaching 7.75%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Amphenol's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.64% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Amphenol's debt-to-equity ratio stands notably higher than the industry average, reaching 0.7. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<a href="https://www.benzinga.com/quote/APH/earnings">To track all earnings releases for Amphenol visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Preview: Amphenol

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 will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<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>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$95.00</td>
<td>$25.4K</td>
<td>22.1K</td>
<td>82.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$190.00</td>
<td>$37.2K</td>
<td>9.0K</td>
<td>26.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$320.00</td>
<td>$44.9K</td>
<td>4.8K</td>
<td>9.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/02/25</td>
<td>$95.00</td>
<td>$25.2K</td>
<td>2.2K</td>
<td>2.6K</td>
</tr>
<tr>
<td>STX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$60.00</td>
<td>$25.9K</td>
<td>8</td>
<td>860</td>
</tr>
<tr>
<td>OKTA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$87.50</td>
<td>$147.1K</td>
<td>512</td>
<td>815</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$140.00</td>
<td>$120.8K</td>
<td>7.0K</td>
<td>691</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$160.00</td>
<td>$184.5K</td>
<td>476</td>
<td>506</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$70.00</td>
<td>$92.6K</td>
<td>473</td>
<td>485</td>
</tr>
<tr>
<td>APH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$60.00</td>
<td>$26.0K</td>
<td>2.3K</td>
<td>224</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 91 contract(s) at a $95.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $280.0 per contract. There were 22167 open contracts at this strike prior to today, and today 82712 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option trade that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 100 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $37.2K, with a price of $372.0 per contract. There were 9015 open contracts at this strike prior to today, and today 26610 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 call option sweep that happens to be bullish, expiring in 4 day(s) on April 25, 2025. This event was a transfer of 50 contract(s) at a $320.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $44.9K, with a price of $899.0 per contract. There were 4834 open contracts at this strike prior to today, and today 9096 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 trade that happens to be neutral, expiring in 11 day(s) on May 2, 2025. This event was a transfer of 80 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $315.0 per contract. There were 2267 open contracts at this strike prior to today, and today 2653 contract(s) were bought and sold. 
• For STX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), we notice a call option trade that happens to be bearish, expiring in 151 day(s) on September 19, 2025. This event was a transfer of 15 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $25.9K, with a price of $1730.0 per contract. There were 8 open contracts at this strike prior to today, and today 860 contract(s) were bought and sold. 
• For OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we notice a put option sweep that happens to be bearish, expiring in 25 day(s) on May 16, 2025. This event was a transfer of 550 contract(s) at a $87.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $147.1K, with a price of $268.0 per contract. There were 512 open contracts at this strike prior to today, and today 815 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option sweep that happens to be bearish, expiring in 25 day(s) on May 16, 2025. This event was a transfer of 253 contract(s) at a $140.00 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 $120.8K, with a price of $478.0 per contract. There were 7008 open contracts at this strike prior to today, and today 691 contract(s) were bought and sold. 
• For ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we notice a put option sweep that happens to be bearish, expiring in 270 day(s) on January 16, 2026. This event was a transfer of 121 contract(s) at a $160.00 strike. This particular put needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $184.5K, with a price of $1525.0 per contract. There were 476 open contracts at this strike prior to today, and today 506 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bearish sentiment. It expires in 18 day(s) on May 9, 2025. Parties traded 378 contract(s) at a $70.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $92.6K, with a price of $245.0 per contract. There were 473 open contracts at this strike prior to today, and today 485 contract(s) were bought and sold. 
• Regarding APH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>), we observe a put option sweep with bearish sentiment. It expires in 25 day(s) on May 16, 2025. Parties traded 110 contract(s) at a $60.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $235.0 per contract. There were 2365 open contracts at this strike prior to today, and today 224 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 about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

MSTR

OKTA

PLTR

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

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 lowers the price target from $90 to $85.

JP Morgan Maintains Overweight on Amphenol, Lowers Price Target to $85

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 6.41% on an annualized basis producing an average annual return of 16.29%. Currently, Amphenol has a market capitalization of $79.64 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 10 years ago, it would be worth $450.10 today based on a price of $65.76 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/2025/1744759813_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 $100 In This Stock 10 Years Ago, You Would Have This Much Today

Citigroup analyst Asiya Merchant maintains Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) with a Buy and lowers the price target from $89 to $75.

Citigroup Maintains Buy on Amphenol, Lowers Price Target to $75

Press Releases

Amphenol Announces Fourth Quarter 2024 Dividend

CommScope Announces Strategic Refinancing Transaction to Significantly Strengthen Capital Structure

Amphenol Reports Record Fourth Quarter and Full Year 2024 Results

Amphenol Announces First Quarter 2025 Dividend

Amphenol Corporation Completes Acquisition of OWN and DAS Businesses From CommScope

CommScope Completes Divestiture of Outdoor Wireless Networks and Distributed Antenna Systems Businesses to Amphenol Corporation

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

COMM

EXFO

JNPR

KEYS

SNPS

TSX:EXF

TYO:6754

Airgain

AmpliTech Group

Belden

Bel Fuse

CCSC Technology International Holdings Limited - Class A Ordinary Shares

CCSC Technology

Coherent

CPS Technologies

Corning

Knowles

Littelfuse

LGL Group

LG Display Co, Ltd AMERICAN DEPOSITORY SHARES

LG Display Co

Lightwave Logic

M-Tron Industries

Ostin Technology Group Co., Ltd. - Class A Ordinary Shares

Ostin Technology Group

Rogers

Vishay Intertechnology, Inc. Common Stock

Vishay Intertechnology

Wetouch Technology

Goldman Sachs

Citigroup

JP Morgan

Baird

모든 시선은 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 GTC 2025에 집중되고 있다. <a href="https://www.benzinga.com/topic/jensen-huang">CEO 젠슨 황</a>이 <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noopener">인공지능(AI) 하드웨어</a>의 다음 단계를 공개할 예정이다.
JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 투자자들이 하드웨어와 네트워킹 공급망의 승자와 패자를 분석하기 위해 이 이벤트를 주의 깊게 지켜보아야 할 주요 포인트를 정리했다.
<h2 class="wp-block-heading">블랙웰 울트라: 순항 중이지만 회의적인 시각 여전</h2>
채터지는 &#8220;블랙웰 울트라(Blackwell Ultra)의 출시가 하반기로 순조롭게 진행될 것으로 예상된다&#8221;며, 이는 엔비디아 공급업체들에게 중요한 이정표라고 예상했다. 투자자들은 &#8220;엔비디아가 공격적인 혁신 주기를 재확인하지 않는 한 긍정적으로 받아들일 가능성이 높다&#8221;고 덧붙였다.
2026년에 출시될 예정인 루빈(Rubin) 플랫폼도 주목받을 것이지만, &#8220;타이밍에 대한 구체성이 부족할 수 있다&#8221;고 경고했다.
잠재적인 수혜자로는 다음과 같은 회사들이 있다:
슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), 델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), 코히런트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), 패브리넷(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) 및 암페놀(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) 등은 모두 엔비디아의 하드웨어 진화로 이익을 볼 것으로 예상된다.
또한 읽어보세요: <a href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst">GTC 2025가 엔비디아의 주가 랠리를 재점화할 수 있지만, B300, AI 서버 로드맵 및 확장성 문제 해결이 필요하다고 주요 애널리스트가 말했다.</a>
<h2 class="wp-block-heading">델과 슈퍼 마이크로가 이익을 볼 가능성</h2>
이 차세대 칩은 전력 및 열 한계를 넘길 것이다. 블랙웰 울트라와 루빈은 &#8220;독립 전원 랙(300-700 kW per rack)&#8221;과 더 많은 액체 냉각을 요구할 것이다. 이는 델과 슈퍼 마이크로에게 유리하게 작용할 것이다.
GTC 2025에서는 &#8220;GPU 밀도 증가&#8221;와 열 설계 전력 수준 상승에 대한 관심이 높아질 것으로 예상된다: 블랙웰은 1.2 kW, 블랙웰 울트라는 1.4 kW 그리고 루빈은 1.8 kW이다.
<h2 class="wp-block-heading">구리 vs 광섬유: 암페놀, 코히런트, 패브리넷이 유리할 것으로 예상</h2>
네트워킹 회사들은 랙 밀도가 36에서 72, 144 GPUs로 증가함에 따라 주목받을 것이. 광섬유 채택이 우려되지만, &#8220;랙 내 연결은 구리로 지배될 것&#8221;이라는 것은 암페놀에게 호재이다.
코히런트 및 패브리넷과 같은 광학 트랜시버 공급업체들은 &#8220;짧은 혁신 주기 속에서도 안정적인 트랜시버 ASPs가 유지된다&#8221;고 하여 좋은 위치에 있다.
<h2 class="wp-block-heading">투자자 심리: AI 자본 지출 불확실성</h2>
GTC가 더 넓은 AI 자본 지출 우려를 해소하지는 못할지라도, 주요 AI 공급망 주식에 대한 &#8220;정서를 주로 변화&#8221;시킬 수 있다. 암페놀은 수동 구리 노출로, 패브리넷, 루멘텀(Lumentum) 및 코히런트와 같은 광학 트랜시버 이름들은 주목받을 것이다.
엔비디아의 GTC가 몇 주 후로 다가오면서, 이해관계는 높아지고 있다. 하드웨어와 네트워킹 주식에 대해 AI 붐은 아직 끝나지 않았다. 투자자들은 누가 다음 물결을 탈지 지켜볼 것이다.

다음 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44360400/legendary-trader-says-tesla-nvidia-apple-shares-are-ready-to-rally-i-see-what-i-like-to-see">전설적인 트레이더가 말하길, 테슬라, 엔비디아, 애플 주식이 상승할 준비가 되었다: &#8216;내가 보고 싶은 것을 본다&#8217;</a></li>
</ul>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

도널드 트럼프의 첫 주가 시장에 블록버스터 같은 영향을 미쳤다. S&amp;P 500 지수가 1.7% 급등하며 새로운 대통령 취임 첫 주의 가장 좋은 성과를 거둔 것은 로널드 레이건이 <a href="https://www.benzinga.com/25/01/43122112/us-stocks-likely-to-open-higher-as-president-trump-announces-500-billion-ai-project-oracle-netflix-nvidia-among-stocks-in-focus" target="_blank" rel="noopener" data-google-interstitial="false">취임한 1985년</a> 이후 처음이다.
1월 27일 월요일, <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43244872/tech-stocks-tumble-on-ai-nightmare-nvidia-eyes-worst-day-since-march-2020-bitcoin-drops-below-100000-whats-driving-markets-monday">기술 주식이 급락</a>한 후, 화요일에는 월스트리트가 <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43283732/tech-rebounds-after-black-monday-nvidia-rallies-6-gm-plummets-whats-driving-markets-tuesday">반등을 시도</a>했다.
이 시장의 흐름이 기업 실적 시즌에 대한 낙관론을 고갈시킬지 아니면 회복시킬지는 두고봐야 한다. 그동안, S&amp;P 500 지수를 <a href="https://www.benzinga.com/etfs">추적하는 3개의 상장지수펀드(ETF)</a>를 살펴보겠다.
<ul>
<li>SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>): 정보기술, 금융, 소비재 및 헬스케어 등 여러 섹터의 504개 주식을 보유하고 있으며, 자산운용규모(AUM)가 5,499억 7천만 달러로 연간 운용비용이 0.09%이다.</li>
<li>Vanguard S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>): 운용비율이 0.02%로 저렴하고, 505개 주식을 보유, 4,720억 달러의 자산을 관리한다.</li>
<li>iShares Core S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>): 또 다른 인기 선택으로, 유사한 섹터 배분을 제공하며 운용비율이 0.03%이다.</li>
<li>VOO와 IVV는 SPY와 같은 수준의 상승폭을 보였으며, 이는 주간의 광범위한 시장 랠리를 반영한 것이다.</li>
</ul>
<h1 class="wp-block-heading">시장에 영향을 미친 요소는?</h1>
투자자들은 <a href="https://www.benzinga.com/markets/25/01/43219264/trumps-tariff-plans-ignite-market-rally-pushing-stocks-to-record-highs">트럼프의 법인세 인하 제안</a>을 환영했다. 21%에서 15%로 인하될 경우, 이는 비즈니스 성장과 미국 내 투자 촉진으로 이어질 것이라고 기대했다.
트럼프는 또한 해외 기업들에 대한 세금을 인상하겠다고 제안하여, 이는 &#8220;<a href="https://www.benzinga.com/news/global/25/01/43170854/trump-outlines-economic-reset-at-davos-5-things-you-need-to-know">수백억 달러, 심지어 수조 달러</a>&#8220;를 경제에 유입시켜 국내 제조업과 일자리 창출을 촉진할 수 있다고 밝혔다. 또한 트럼프는 에너지에 주목하여 OPEC에 생산 증대와 가격 인하를 촉구하고, 미국 석유 및 가스 생산 확대를 위한 행정명령을 서명했다.
<a href="https://www.benzinga.com/etfs/sector-etfs/25/01/43135764/trumps-500-billion-stargate-ai-plan-puts-3-etfs-in-focus">스타게이트 인공지능(AI) 인프라 프로젝트</a>도 소개되었다. 오픈AI, 소프트뱅크 및 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)이 지원하는 이 프로젝트는 미국 전역에 AI 인프라를 구축하는 데 최대 5,000억 달러를 투자할 계획이며, 초기 약정액은 1,000억 달러이다. 트럼프는 이 프로젝트가 10만 개의 일자리를 창출할 잠재력이 있다고 말했다.
기업 실적 시즌의 강력한 시작도 랠리에 큰 역할을 했다.
그러나 월요일에는 중국의 딥시크(DeepSeek) R1 소식이 퍼지면서 <a href="https://www.benzinga.com/25/01/43232316/deepseek-jitters-shatter-us-tech-stocks-wipe-out-12-trillion-on-wall-street-analyst-eyes-four-chinese-giants-set-to-benefit">미국 기술 주식이 급락</a>하여 투자자 신뢰가 흔들렸다.
<h1 class="wp-block-heading">ETF를 움직인 주식들</h1>
여러 섹터에서 ETF들이 상승했지만, 몇몇 주식이 두드러진 성과를 보였다:
<ul>
<li>모더나(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>): 제약 대기업인 모더나는 mRNA 기반 치료제 혁신 덕분에 지난주 21.6% 상승했다.</li>
<li>오라클: 스타게이트 AI 프로젝트의 주요 파트너인 오라클은 14% 상승했다.</li>
<li>넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>): 스트리밍 강자인 넷플릭스는 강력한 실적과 가이던스 상향 조정으로 14% 상승했다.</li>
<li>비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>): 에너지 회사인 비스트라는 에너지 섹터에 대한 긍정적인 감정 덕분에 11.8% 상승했다.</li>
<li>암페놀(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>): 고급 기술 인터커넥트 시스템으로 유명한 암페놀은 긍정적인 실적 수정에 힘입어 11.2% 상승했다.</li>
<li>
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</ul>
다음 보기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%A4%91%EA%B5%AD%EC%9D%98-%EB%94%A5%EC%8B%9C%ED%81%AC-ai-%EB%AA%A8%EB%8D%B8%EC%9D%B4-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%A5%BC-%EA%B8%B4%EC%9E%A5%EC%8B%9C%ED%82%A4%EA%B3%A0-etf%EB%A5%BC/" target="_blank" rel="noopener">딥시크 AI 모델이 엔비디아에 충격파를 보내고 ETF를 강타하다</a></li>
</ul>
사진: Shutterstock.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

기술 부문이 인공지능(<a href="https://www.benzinga.com/topic/artificial-intelligence">AI) 중심 성장</a>에서 보다 광범위한 시장 회복으로 전환됨에 따라, JP모건의 애널리스트 사믹 채터지(Samik Chatterjee)는 전통적인 IT 인프라와 산업 기술에 대한 상승을 이끄는 경기 순환적 반등을 강조한다.
주요 추천 주식인 델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), 코닝(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) 그리고 코히런트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)는 서버, 통신 및 산업 시장의 수요 회복으로 인한 다음 경기 순환적 상승의 혜택을 볼 것으로 예상된다.
동시에, 이 애널리스트는 아리스타 네트웍스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), 시스코 시스템즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) 및 암페놀(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>)은 네트워킹 및 다중 섹터 회복으로부터 이득을 볼 것이라고 언급했다.
<h2 class="wp-block-heading">왜 이 세 개의 주식인가?</h2>
채터지의 전략은 AI 중심의 과대를 평가받는 경향을 넘어 회복에 초점을 맞다.
<ul>
<li>전통적인 IT 인프라 수요의 재부흥은 델을 장기 성장에 유리하게 위치시킬 것이다. 인프라 투자와 기업 업그레이드는 델의 상승을 주도할 것으로 예상된다.</li>
</ul>
<ul>
<li>코닝은 다양한 산업 기술 포트폴리오를 제공한다. AI 중심의 통신 성장과 광학 및 디스플레이 시장의 부활로 인해 코닝은 최종 시장 회복이 중심 무대에 오를 때 빛을 발할 준비가 되어 있다.</li>
</ul>
<ul>
<li>코히런트는 광학 분야의 선수로서 다양한 매출원으로 이 조합을 완성한다. 채터지는 마진 확장 기회와 AI 관련 시너지를 이 선택의 주요 동력으로 지목했다. 특히, 회사가 재고 소화 문제를 해결하는 과정에서 그렇다.</li>
</ul>
읽어보세요: <a href="https://www.benzinga.com/news/24/11/42231610/microsoft-hp-dell-ramp-up-parts-production-in-china-ahead-of-trumps-return-to-white-house">마이크로소프트, HP, 델, 트럼프의 백악관 복귀 앞두고 중국 내 부품 생산 증대 경쟁</a>
<h2 class="wp-block-heading">AI를 넘어선 넓은 순풍 &#8211; 아리스타, 시스코, 암페</h2>
이 보고서는 중요한 하드웨어와 네트워킹 부문에서 강력한 경기 순환 회복을 강조한다. 2023년 말과 2024년 초에 경기 침체를 겪은 전통적인 IT 인프라 시장(서버, 저장소 및 기업 네트워킹 포함)이 상당한 회복 조짐을 보이고 있다. 이 애널리스트는 아리스타 네트웍스, 시스코 및 암페놀 같은 회사들이 이러한 새로운 네트워킹 기회와 다중 시장 회복을 활용할 전략적으로 위치해 있다고 말한다.
예를 들어, PC 시장은 2025년에 방향 전환이 예상되며, 기업/상업적 교체가 중간 단위 성장으로 이어질 것이다. 비슷하게, 이미 2024년에 다소 성장세를 보인 스마트폰 시장은 내년에는 중국의 보조금으로 인해 가속화될 것으로 예상된다.
네트워킹 측면에서는 데이터 센터 스위치와 무선 LAN이 2025년에 가장 큰 반등을 보일 준비가 되어 있어, 기업들이 데이터 센터 투자로 나아가는 것을 반영한다.
이로 인해 아리스타와 시스코는 모두 클라우드와 AI 중심의 네트워킹의 장기적인 변화로 혜택을 받을 것이다.
<h2 class="wp-block-heading">델, 코닝, 코히런트가 주도</h2>
JP모의 AI 과대 평가를 넘어선 경기 순환 반등에 대한 호출은 기본으로의 복귀를 강조하며, 델, 코닝 및 코히런트가 주도하고 있다.
보다 넓은 최종 시장이 회복될 준비가 되어 있는 가운데, 이 이름들은 기술 및 산업 성장의 다음 단계에서 주요 수혜자로 부각된다.
AI 열풍 이후 시장에서 기회를 찾고 있는 투자자들에게는 이러한 경기 순환 회복으로의 전환이 시기 적절하고 수익성이 있을 수 있다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42504194/us-stocks-to-open-higher-ahead-of-feds-decision-this-week-analyst-says-santa-comes-later-in-december">미국 주식, 이번 주 연준 결정 앞두고 상승 개장: 애널리스트가 말하기를 &#8216;산타는 12월에 나중에 온다&#8217;</a></li>
</ul>
사진: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
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델, 코닝, 코히런트: JP모건의 순환적 반등을 위한 최고의 선택 'AI 이상'

엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)는 삼성전자(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)의 인공지능(AI) 메모리 칩 인증 프로세스를 가속화하고 있다.
무슨 일이 일어났나: 이 정보는 엔비디아의 CEO인 젠슨 황이 지난 토요일 홍콩 과학기술대학교에서 열린 행사에서 확인했다고 블룸버그가 <a href="https://www.bloomberg.com/news/articles/2024-11-23/nvidia-working-as-fast-as-it-can-to-certify-samsung-s-ai-memory?srnd=homepage-asia">보도</a>했다.
황은 엔비디아가 삼성의 8단과 12단 HBM3E 제품을 평가 중이라고 밝혔다.
특히, 엔비디아의 CEO는 지난주 초 애널리스트와의 실적 발표 후 전화 통화에서 삼성의 이름을 주요 파트너 목록에 포함하지 않았다.
참고: <a href="https://www.benzinga.com/24/11/42103355/nvidias-blackwell-set-to-outpace-hopper-heres-what-ceo-jensen-huang-predicted-for-2025">엔비디아의 블랙웰이 호퍼를 초과할 것인가? 2025년에 대한 CEO 젠슨 황의 예측</a>
그 당시 황은 대만 반도체 제조(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), 암페놀(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>), SK하이닉스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/HXSCF#OTC">HXSCF</a>), 폭스콘, 마이크론 테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MU#NYSE">MU</a>), 그리고 델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)를 포함한 인상적인 파트너 목록을 강조했다.
엔비디아는 <a href="https://www.benzinga.com/24/11/42099904/nvidia-q3-earnings-highlights">3분기 매출</a>이 351억 달러로 전년 대비 94% 증가했으며, 월가 예상치인 331억 달러를 초과했다고 보고했다.
최신 기술 개발 소식을 이메일로 받아보려면 <a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga 기술 트렌드 뉴스레터</a> 에 구독하세요.
왜 중요한가: 이러한 전개는 <a href="https://www.benzinga.com/markets/equities/24/07/39924480/nvidia-greenlights-samsungs-high-bandwidth-memory-chips-for-ai-chips-in-china-report">엔비디아가 삼성의 4세대 고대역폭 메모리</a>를 처음 승인한 이후 발생한 일이다.
이는 엔비디아가 삼성의 HBM3 칩 사용을 승인한 첫 번째 사례로, 덜 진보된 엔비디아 그래픽 처리 장치(GPU)인 H20를 위해 특별히 중국 시장을 위해 설계되었다.
하지만, 삼성의 AI 메모리 칩 인증 지연으로 인해 경쟁업체인 SK하이닉스와 마이크론이 <a href="https://www.benzinga.com/markets/asia/24/10/41645191/samsung-profits-soar-but-companys-nvidia-ai-chip-race-lag-allows-sk-hynix-micron-to-take-the-lead-in">고대역폭 메모리</a> 시장에서 우위를 점하게 되었다.
엔비디아의 새로운 블랙웰(Blackwell) AI 칩은 <a href="https://www.benzinga.com/24/11/42028342/blackwell-backfires-nvidias-ai-chips-struggle-with-server-overheating-impacting-meta-microsoft-and-musks-xai-data-centers">과열 문제를 겪고 있는 것</a>으로 알려졌다. 실적 발표 통화에서 이 문제에 대한 질문을 받았을 때, 황은 질문을 회피하고 공급 수준이 초기 예상보다 초과되었다고 강조했다.
엔비디아의 CFO인 콜레트 크레스(Colette Kress)는 회사가 <a href="https://www.benzinga.com/24/11/42103355/nvidias-blackwell-set-to-outpace-hopper-heres-what-ceo-jensen-huang-predicted-for-2025">3분기에 13,000개의 GPU 샘플을 출하했다</a>고 발표했다. 여기에는 블랙웰 DGX 샘플 중 하나가 포함되어 있으며, 이는 오픈AI에 최초로 제공된 샘플 중 하나이다.
&#8220;블랙웰에 대한 수요는 엄청나며, 고객들이 저희에게 제기한 믿을 수 없는 수요를 충족하기 위해 공급 규모를 확장하기 위해 열심히 노력하고 있다&#8221;고 크레스가 통화 중에 말했다.
주가 움직임: 엔비디아의 주식은 금요일에 3.22% 하락하여 141.95달러로 마감되었으며, 애프터 아워 거래에서 0.13% 더 하락하여 141.77달러에 거래되었다.
Benzinga의 소비자 기술 관련 보도를 더 보려면 <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">이 링크를 통해 확인하세요.</a>
다음으로 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/24/11/42086596/jensen-huang-says-building-nvidia-was-a-million-times-harder-than-he-expected" target="_blank" rel="noreferrer noopener">젠슨 황은 엔비디아를 만드는 것이 예상보다 백만 배 더 어려웠다고 말했다</a></li>
</ul>
사진 제공: Shutterstock
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젠슨 황의 엔비디아, 급증하는 수요에 삼성전자의 AI 메모리 인증을 빠르게 추진

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