2 AI-Driven Tech Stocks With Soaring Earnings Estimates and Strong Buy Ratings

2 Must-Buy AI-Focused Tech Giants With Solid Earnings Estimate Revisions

Wall Street continues its upward trend after a strong bull run over the last two and a half years. The Dow, S&P 500, and Nasdaq Composite indexes are trading near their all-time highs. The technology sector, fueled by widespread adoption of generative artificial intelligence (AI), has led this rally. Despite some setbacks in early 2025, tech stocks have regained momentum over the past two months.

Here are two technology leaders showing solid earnings estimate revisions in the last 30 days—signaling confidence from market participants in their near-term performance. Both companies hold a Zacks Rank #1 (Strong Buy), highlighting their potential for price gains.

Amphenol Corp. (APH)

Amphenol specializes in connectivity solutions using AI and machine learning technologies. Its product lineup includes AI-powered, high-density, high-speed connectors, cables, and interconnect systems optimized for signal integrity and thermal performance. A diversified business model supports APH’s growth, with a strong portfolio of high-tech interconnect products as a key driver.

The company commands an estimated 33% market share in AI and data center interconnects. Its advanced fiber-optic and high-density solutions are essential for hyperscale data centers and 5G infrastructure. Growing investment in defense technologies also supports top-line growth, alongside demand from Commercial Air, Industrial, and IT Datacom sectors.

Demand for high-speed and power interconnect products is rising, driven by AI workloads and cloud infrastructure upgrades. This trend benefits Amphenol’s Communications Solutions segment. Additionally, electrification in transportation and increased electronics in medical devices boost sales of cable assemblies and sensor systems, fueling steady growth in the Interconnect and Sensor Systems segment.

Impressive Estimate Revisions

• Revenue for 2025 is estimated at $21.54 billion, up 41.5% year over year.
• Earnings per share (EPS) for 2025 are expected at $3.02, a 59.8% increase year over year.
• The 2025 EPS estimate has improved 1.3% in the past 30 days.
• For 2026, revenue is projected at $23.49 billion, a 9% increase year over year.
• EPS for 2026 is estimated at $3.38, up 11.7% year over year.
• The 2026 EPS estimate has improved 1.5% in the last month.

AppLovin Corp. (APP)

AppLovin offers a software platform that helps mobile app developers market and monetize their apps globally. As a leading ad-tech company, APP’s platform supports marketing, monetization, analytics, and app publishing. Its next-generation AI engine, Axon 2.0, has significantly boosted advertising performance, quadrupling ad spend on its platform.

This growth pushed AppLovin to an estimated $10 billion annual run rate in ad spend from gaming clients, placing it among the top global ad tech firms by valuation. Axon 2.0 has been crucial in adapting to changes in mobile user acquisition strategies after the Identifier for Advertisers (IDFA) changes.

APP’s AI-powered Audience+ marketing platform is expanding into direct-to-consumer and e-commerce markets. The MAX publisher base is growing rapidly, underscoring Axon 2.0’s advantage. AppLovin plans to launch a self-serve referral platform in October 2025 and aims for a full global rollout of its Axon platform in 2026. The company targets 20-30% annual growth, primarily driven by gaming and AI-driven ad monetization.

Excellent Estimate Revisions

• 2025 revenue is projected at $5.5 billion, a 16.7% increase year over year.
• 2025 EPS is expected at $8.95, up 97.6% year over year.
• The 2025 EPS estimate has improved 1.8% in the past 30 days.
• For 2026, revenue is forecasted at $6.9 billion, rising 26.2% year over year.
• EPS for 2026 is estimated at $13.50, up 50.9% year over year.
• The 2026 EPS estimate has improved 11.3% in the last month.

For finance professionals looking to capitalize on AI-driven growth, Amphenol and AppLovin present compelling opportunities backed by strong earnings outlooks and technological leadership.

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