Powering Ahead: What to Expect from IT Hardware Stocks in 2025 Part 2

Global IT Hardware Market Trends Amphenol Corporation: Reported a 58% profit increase and 48% sales growth in Q1 2025. Analysts forecast 37% earnings growth for 2025, positioning it as a leader among electronics-parts companies. ​ (Source:Investor's Business Daily) IBM's Investment: Announced a $150 billion investment in the U.S. over the next five years, including $30 billion for R&D in mainframe and quantum computers, signaling a strong commitment to hardware innovation. ​ (Source:Investor's Business Daily) Vertiv Holdings: Experienced a 24% year-over-year sales increase in Q1 2025, raising its 2025 net sales forecast by $250 million, driven by AI data center demand. ​ (Source:Barron's,Business Inside)