AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.

FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.

After an extraordinary multi year run, Celestica's share price now screens as undervalued on both its intrinsic value estimate using a Discounted Cash Flow (DCF) approach and on market multiples. This raises the question of how much of the recent enthusiasm is actually reflected in the current price. Celestica has delivered a very large return for shareholders over the past 5 years, which puts extra focus on whether the present valuation still leaves room for attractive long term...

Celestica (TSX:CLS) recently presented at the OCP APAC Summit 2026 in Taipei, highlighting its role in open compute and data center hardware. For investors, that event offers a fresh lens on the stock. See our latest analysis for Celestica. Despite a sharp 1 day share price decline of 8.38% to CA$431.98 and a 90 day share price return that is down 9.14%, Celestica still shows strong longer term momentum, with a 1 year total shareholder return of 68.72% and a very large 5 year total...

CLS is seeing strong AI infrastructure demand, with AI compute, networking and custom rack systems poised to drive revenue growth.

Flex's RMS growth is riding strength in energy infrastructure and automation, with mid- to high-single-digit gains eyed for fiscal 2027.

JBL's AI infrastructure momentum is driving sharp revenue growth, but capacity expansion and supply-chain risks could shape what's next.

The mean of analysts' price targets for Celestica (CLS) points to a 38.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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?

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

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.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

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.

Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.

FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.