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.

Celestica (TSX:CLS) completed a US$3.45b follow-on equity offering to support AI infrastructure growth. The sizeable capital raise expands Celestica's financial capacity for AI and data center networking projects. Proceeds are earmarked for capital investment and other initiatives tied to multi year demand in AI infrastructure. Consider broadening your research to other companies building out AI infrastructure through 55 AI infrastructure stocks TSX:CLS 1-Year Stock Price Chart Celestica...

NuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.

Celestica's earnings outlook is climbing faster than its revenue outlook, and the operating leverage behind that gap, built on design-led, higher-value work, is what could carry the stock higher.

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.

Celestica (NYSE:CLS) shares dropped around 15% on Thursday after the electronics manufacturing company announced a $3 billion public share offering priced at a discount to its previous closing price. The capital raise is intended to strengthen the company’s balance sheet and support future investment, although the discounted pricing weighed heavily on investor sentiment.

Celestica (CLS) could produce exceptional returns because of its solid growth attributes.

FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.

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

Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

After a huge multi year run, Celestica stock still screens cheap on Simply Wall St’s valuation checks, and the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the current share price trades at a sizeable discount to that assessment. Celestica has delivered a very large return over the past 5 years, which makes today’s pricing especially important for investors who are either holding gains or considering a fresh entry. Upgraded expectations for future revenue and earnings...

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 (TSX:CLS) is in focus after reporting second quarter 2026 results and updating guidance. Revenue, earnings per share, and full year outlook all shifted, giving investors fresh numbers to reassess the stock. See our latest analysis for Celestica. Celestica’s latest earnings and higher 2026 revenue outlook have come alongside a sharp pullback, with the share price down 18% over 90 days but supported by a much stronger multi year total shareholder return. This suggests momentum has...

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

The mean of analysts' price targets for Celestica (CLS) points to a 31% 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.

The mean of analysts' price targets for Celestica (CLS) points to a 31% 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.

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

PLXS beats fiscal Q3 estimates as revenues jump 28%, fueled by Industrial strength, program ramps and broad demand, while its outlook signals more growth.

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

Linde's resilient contracts, project backlog and pricing support cash flow, but weak EMEA demand and regional risks temper the outlook for 2026.

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

Celestica is capitalizing on AI infrastructure demand as cloud networking, storage and compute growth expand higher-value technology solutions and production.

CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.

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?

Its recent strength stands out, yet most of what you would be buying is a return stream that swings far harder than the U.S. market you already own.

Celestica Inc (CLS) reports a 62% revenue surge and raises its full-year outlook, driven by robust demand in AI and networking sectors.

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

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 (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se