Jim Cramer Discussed These 11 Stocks

6. Amphenol Corporation (NYSE:APH)

Number of Hedge Fund Holders: 81

Amphenol Corporation (NYSE:APH) is one of the stocks that Jim Cramer discussed. During the lightning round, a caller asked about the stock, and he said:

“Okay, this is an amazing company because it really, before we really got all excited about the data center, it was really just a kind of coaxial cable company. It is highly valued right now. It’s in the high 30s multiple. I can’t say chase the stock. If I owned it, I guess I’d hold it. That’s all I can say.”

Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic interconnect products, along with cables, sensors, and value-added systems. The company’s solutions serve several industries, such as automotive, aerospace, communications, industrial, and military markets. Aoris International Fund stated the following regarding Amphenol Corporation (NYSE:APH) in its second quarter 2025 investor letter:

“Amphenol Corporation (NYSE:APH) is a world-leading maker of electronic connectors and sensors. These devices are sold into a wide variety of end markets, including aerospace, automotive manufacturing, industrial equipment, mobile phones and data centres. Amphenol reported exceptionally strong growth in its March quarter, with revenue up on an underlying basis by 33%. Sales into the data centre market, which accounts for roughly one-third of its revenue, more than doubled in the quarter, as Amphenol gained share in a strongly growing market.”