There is great reason to invest in artificial intelligence (AI) stocks. The global AI market will soar from $189 billion in 2023 to $4.8 trillion by 2033 -- a 25-fold increase in a decade -- according to an estimate by the United Nations Conference on Trade and Development.
Celestica Inc. is well-positioned in the AI infrastructure sector, with strong growth in its Connectivity and Cloud Solutions division. CLS consistently beats analyst estimates, posting 21% revenue growth and margin expansion in Q2/25, signaling operational strength and cost efficiency. Despite some balance sheet concerns, CLS remains undervalued compared to peers, with further upside potential...
I maintain a Buy rating on Celestica Inc. Celestica's strong 2Q fueled by surging demand for 800G data center hardware. Revenue jumped 21% and adjusted EPS by 54% y/y. CLS is powering the 800G transition for some of the largest hyperscalers. And demand has been strong.
The S&P 500 technology sector is heading into Q4 with solid momentum—the second-highest performing sector year-to-date—and is up about 50% since the market bottomed on April 8. The tech sector offers huge earnings upside potential due to major trends such as booming AI-fueled capital spending, adoption of smart technologies, and expanding connectivity and satellite communications. Tech stocks h...
TORONTO, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX and NYSE: CLS) will hold its third quarter 2025 financial results conference call and 2025 Investor and Analyst Day on Tuesday, October 28, 2025. The conference call start time is 8:00am ET.
Celestica's rally is justified by strong margin expansion, driven by the high-growth, high-margin HPS sub-segment, now 43% of sales and rising. Celestica delivered exceptional Q2 2025 results with $2.89B revenue (+20.9% YoY) and $1.39 adjusted EPS (+52.75% YoY), achieving highest-ever 7.4% EBIT margin. HPS sub-segment drove 82% YoY growth, now representing 43% of total sales versus 8% last year...
Celestica's transition to an ODM model and AI infrastructure focus has driven outsized stock gains, outpacing the S&P 500 significantly. The company's CCS segment, especially HPS, is capturing hyperscaler wins and leading in 800G Ethernet switches, cementing its AI supply chain position. The strategic shift to higher-margin ODM and services, plus ATS segment diversification, is fundamentally im...
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