Chipmakers and component suppliers are driving market growth in 2025. With solid gains, bullish analyst coverage, and high Smart Scores, Micron Technology (MU), Western Digital (WDC), and Amphenol (NYSE:APH) are drawing serious attention from investors. All three companies are showing strong momentum in 2025, each earning a perfect TipRanks Smart Score of 10 and a Strong Buy consensus from Wall Street analysts.
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Chip Leaders Charging Ahead in 2025
First off is Micron, which is up 43.5% year-to-date, the best performer of the group. Analysts see more room ahead, with an average price target of $156.26, suggesting a 29.5% upside from the last close. Forecasts range from $135 on the low end to $200 on the high end. Hedge funds added 1.3 million shares last quarter, while insiders sold. The momentum of the stock is down 5.2% over the last 12 months, but the news sentiment is 100% bullish. The company is a major U.S. memory chipmaker, supplying DRAM and NAND used in AI, data centers, and smartphones.
Western Digital, which designs and manufactures storage solutions, including hard drives and flash memory, has also broken the 40% mark year-to-date, with a 41.1% rise so far this year. Despite the strong rally, the average analyst price target is $60.56, which is 4.8% below the current price. Hedge fund holdings declined by 4.6 thousand shares, and insiders have sold shares recently. Still, momentum is up 9.5%, and news sentiment remains fully bullish.
Amphenol makes connectors, sensors, and antennas used in automotive, industrial, and aerospace systems. APH stock is up 40.5% year-to-date, supported by a stable growth pattern. The average price target is $97.40, just slightly above the last close. Analysts are mostly bullish with 9 Buys and 2 Holds. Hedge funds added 2.2 million shares last quarter. Insiders sold $320.9 million worth of stock over the last 3 months. Technical momentum is strong at 46%, and investor sentiment is positive.
In conclusion, all three names carry strong institutional interest, consistent analyst support, and high Smart Scores, making them names to watch closely in the second half of 2025.
