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Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.

During the August 4 episode of CNBC’s Mad Money, a caller inquired about Celestica Inc. (NYSE:CLS), pointed out that 18 out of 19 Wall Street analysts covering the company maintain a Buy or Strong Buy rating, and noted that Celestica shares had slipped roughly 20% to 25% below their 52-week peak. Host Jim Cramer replied: […]

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.

Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

Dell, Life Time, Celestica and Casey's combine strong interest coverage with solid growth estimates and sharp stock gains entering H2 2026.

Celestica (CLS) delivered earnings and revenue surprises of +10.92% and +8.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke

Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.

Institutional money is quietly rotating into the infrastructure layer beneath the GPU trade, and three under-the-radar names are already posting numbers that suggest Wall Street hasn't caught up to the story yet.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

$40 billion. That is the market capitalization of Celestica (NYSE:CLS), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales). This move came alongside the company’s Q1 2026 report on April 27, 2026. Management now expects to add more than $6.5 billion in revenue this ... This Undervalued $40 Billion Company Is Ready To Soar

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

In June 2026, OpenAI and Broadcom announced Jalapeño, OpenAI’s first custom large language model inference accelerator, co-developed with Broadcom and Celestica and already running GPT‑5.3‑Codex‑Spark workloads at production target frequency and power. By tightly co-designing Jalapeño around real-world LLM needs and pairing it with Broadcom’s Tomahawk networking and system integration, the partners are effectively building an AI compute stack that could reshape how hyperscalers source and...

Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first custom AI chip, called the Jalapeño. This marks an important milestone for both companies. ​The report noted that this chip has been designed specifically for […]

CLS, CBOE, and CNC it to the Zacks Rank #1 (Strong Buy) growth stocks list on June 29, 2026.

CASY, DELL, TILE and CLS stand out for strong interest coverage ratios, solid EPS growth prospects and big one-year stock gains.

AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.

Jabil tops fiscal Q3 estimates as AI infrastructure demand drove 12% revenue growth, stronger margins and a raised fiscal 2026 outlook.

Celestica (CLS) reached $403.45 at the closing of the latest trading day, reflecting a +2.63% change compared to its last close.

Is CLS a good stock to buy? We came across a bullish thesis on Celestica Inc. on r/ValueInvesting by Wooden_Fondant_703. In this article, we will summarize the bulls’ thesis on CLS. Celestica Inc.’s share was trading at $386.50 as of June 8th. CLS’s trailing and forward P/E were 45.06 and 36.76 respectively according to Yahoo Finance. Celestica […]