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Stock impact report

A Lean, Clean And Debt-Free CommScope [Seeking Alpha]

Amphenol Corporation (APH) 
Last amphenol corporation earnings: 4/22 08:00 am Check Earnings Report
US:NYSE Investor Relations: amphenol.com/investors/finance_news
Company Research Source: Seeking Alpha
COMM benefits from secular tailwinds in AI data center cabling, DOCSIS 4.0 broadband upgrades, and WiFi 7-driven Ruckus resurgence. The $10.5 billion CCS segment sale to Amphenol will eliminate debt and enable a focused, growth-oriented balance sheet. COMM trades at a steep valuation discount to peers, with a 0.99x PEG and 9x FWD EBITDA despite rapid earnings growth. J. Michael Jones/iStock Editorial via Getty Images Investment Thesis I am reaffirming my Strong Buy rating on CommScope Holding Company ( COMM ). In my last article on CommScope, I argued that Wall Street was sleeping on this small-cap network infrastructure This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in COMM over the next 72 hours. I wrote this article myself, and it expresses my Show less Read more
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