** Shares of electronics equipment maker Amphenol APH.N surge 12.6% to $74.03, a three-month high, early Weds after upbeat results and current-qtr forecast
** APH shares on course for biggest daily pct gain since Jul 18, 2012, and among top S&P 500 .SPX performers as equities jump after Trump dialed back threats to fire Powell .N
** Wallingford, Connecticut-based co posted Q1 sales and earnings beat on robust demand in data communications and defense markets, and amid growing adoption for generative AI technologies
** Sales in qtr grew ~45% y/y to $4.8 bln, topping analysts' expectation of $4.2 bln, and adj EPS of 63 cents beat by 11 cents, per LSEG
** For Q2, co sees sales of $4.9-$5 bln and adj EPS of 64-66 cents, while consensus was calling for $4.58 bln and 55 cents/sh, respectively
** 11 of 19 analysts rate APH "strong buy" or "buy", rest rate "hold" and the median PT is $78 - LSEG
** With move on the session, shares up ~7% YTD and up roughly 30% over the past 12 months. S&P 500 Tech sector .SPLRCT is down ~15% and SPX is off ~7% in 2025
(Lance Tupper is a Reuters market analyst. The views expressed are his own)
((lance.tupper@tr.com 1-646-279-6380))
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。