Amphenol Corp. (APH) has seen its stock rise 70% since being highlighted in June 2025, with record sales of $8.8 billion in Q2 2026, marking a 55% increase year-over-year. The company reported a record adjusted EPS of $1.35, up 67% year-over-year, and anticipates Q3 sales between $9.3 billion and $9.4 billion.
A 2-for-1 stock split approved on August 5 will take effect on September 2, halving the stock price, which currently trades at around 30 times this year's consensus EPS of $5.25. Investors are advised to monitor the stock's performance around the 50-day moving average at $158 and the 200-day at $145, as a close below these levels could indicate a shift in trend.
Dell Technologies, Inc. (DELL) has returned 163% since its March 2026 write-up, driven by a staggering 757% growth in AI-optimized server revenue. The company raised its FY27 revenue guidance to $165-$169 billion, with a projected non-GAAP EPS of $17.90, up 74%. However, gross margins have declined due to rising memory prices.
The stock is currently trading at $460, approximately 25.7 times the FY27 guidance. Investors should keep an eye on the 50-day moving average at $433 and the $400 support level, as a drop below these could signal a bearish trend. Both companies are positioned well in the growing AI market, making them significant players for investors to watch