3 Must-Buy U.S. Corporate Behemoths Despite Recent Volatility

Market Overview - Wall Street has experienced significant volatility over the past two months due to sticky inflation, weak economic data, and the imposition of reciprocal tariffs by the Trump administration, raising concerns about a potential near-term recession in the U.S. economy. All three major stock indexes are currently in negative territory year to date [1]. Investment Opportunities - Three U.S. corporate giants with a market capitalization of nearly $100 billion or more and a favorable Zacks Rank have provided positive returns in the past month. These companies are Amphenol Corp. (APH), AppLovin Corp. (APP), and Philip Morris International Inc. (PM), all holding a Zacks Rank 1 (Strong Buy) [2]. Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, offering high-density, high-speed connectors and cables optimized for signal integrity and thermal performance [4]. - The company benefits from a diversified business model, with strong demand across Commercial Air, Industrial, and Mobile devices, alongside defense technologies driving top-line growth [5]. - Amphenol's expected revenue and earnings growth rates for the current year are 30% and 38.6%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 12.9% in the last 30 days [6]. AppLovin Corp. (APP) - AppLovin operates a software-based platform for mobile app developers, enhancing marketing and monetization capabilities both domestically and internationally [7]. - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth, while the Ai-enabled Audience+ marketing platform enhances reach into direct-to-consumer and e-commerce sectors [8]. - AppLovin's expected revenue and earnings growth rates for the current year are 24.3% and 70.6%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 13.7% in the last seven days [10]. Philip Morris International Inc. (PM) - Philip Morris has shown strong pricing power and an expanding smoke-free product portfolio, making significant progress in its smoke-free transition with products like IQOS and ZYN [11]. - The company anticipates robust growth in 2025, driven by increasing demand across all product categories, with an expected volume growth of 2% and smoke-free products projected to expand by 12-14% [12]. - Philip Morris's expected revenue and earnings growth rates for the current year are 8.1% and 13.7%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 4.2% over the last 30 days [13].