matdesign24/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing the top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6%, (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results. Transcript Daniel Snyder: Hey, everyone, Daniel Snyder here from Seeking Alpha. Thank you so much for join ...

Key Takeaways MU, CLS, COMM and ASTS each gained more than 100% in 2025, fueled by strong tech demand and innovation.CLS and MU saw sharp EPS estimate hikes as AI drove demand for compute, storage, and networking gear.COMM and ASTS surged on 5G, satellite tech and product rollouts addressing high-bandwidth global coverage.The outgoing year witnessed some of the intense volatilities in the equity market in recent memory due to incessant threats of tariffs and counter-tariffs on one hand and market resilience ...

Within Canada’s tech sector, he said Celestica Inc. was impacted by some of the “AI skepticism.” Celestica shares finished 12.92% lower on the day, taking the most points off the index.Meanwhile, shares in Canada’s cannabis companies surged after reports that U.S. President Donald Trump is planning to ease federal restrictions on the drug.Shares of Tilray Brands Inc. gained 44.35%, while Canopy Growth Corp. shares were up 52.87%. Aurora Cannabis Inc. shares were up 19.04% and Organigram Global Inc. was up 1 ...

Key Takeaways SANM highlights end-to-end capabilities, diversified markets and steady liquidity metrics in recent results. CLS posts strong Connectivity & Cloud growth, while Advanced Technology remains weak amid macro challenges.Both companies show upward estimate revisions alongside significant year-over-year share price growth.Celestica Inc. (CLS) and Sanmina Corporation (SANM) are two leading players in the electronics manufacturing services (EMS) industry. The EMS industry is rapidly evolving and is ex ...

We came across a bullish thesis on Celestica Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on CLS. Celestica Inc.'s share was trading at $304.29 as of December 2nd. CLS’s trailing and forward P/E were 51.77 and 38.61 respectively according to Yahoo Finance. Backblaze Gets Price Target Boost from Oppenheimer on Q3 Pipeline Strength Copyright: ralwel / 123RF Stock Photo Celestica Inc. (CLS) is a Canadian-headquartered electronics manufacturing services (EMS) lead ...

Key Takeaways CLS has gained 259.6% over the past year, outpacing FLEX, JBL and its broader industry peers.Celestica is capitalizing on AI-driven demand with new data center switches and storage solutions.CLS raised its 2025 revenue forecast to $12.2B and EPS to $5.90, citing robust networking demand.Celestica Inc. (CLS) has gained 259.6% over the past year compared with the industry’s growth of 112.5%. It has also outperformed peers like Flex Ltd. (FLEX) and Jabil Inc. (JBL) . Flex has gained 63.5% and Jab ...

Investors have certainly taken notice—just look at GOOGL's outperformance relative to other stocks in the OpenAI universe, especially Oracle Corp. (NYSE: ORCL).Waymo Blows Away Competition: A recent opinion article in The NY Times highlights changing attitudes toward driverless cars. Waymo has long claimed its autonomous vehicles would become safer than human drivers, and it appears it now has data backing these claims. Additionally, the service is expanding to more cities, lapping competition from Tesla In ...

Bull markets are a lot like the zombies in apocalypse movies: you might think they're finally dead, but then they're back on their feet before you even have a chance to reload.The AI bull market might be getting frothy and volatile as 2025 draws to a close, but recent activity shows that any wounds sustained over the last few weeks are superficial.However, this particular resurgence comes with a twist: lately, the rally isn’t being led by the usual suspects like NVIDIA, Microsoft, Tesla, or OpenAI.There may ...

Core Insights - The Carillon Scout Mid Cap Fund's third-quarter 2025 investor letter highlights strong corporate earnings and AI infrastructure momentum as key drivers for the Russell Midcap Index's positive returns [1] - Celestica Inc. (NYSE:CLS) is emphasized as a significant holding, showcasing a remarkable 239.87% increase in share value over the past 52 weeks despite a recent one-month decline of 13.70% [2][3] Company Performance - Celestica Inc. reported Q3 2025 revenue of $3.19 billion, reflecting a 28% increase from Q3 2024 [4] - The company is recognized for its contract manufacturing capabilities, particularly in data center hardware and aerospace components, with strong demand for networking switches driving positive quarterly results [3] Market Position - Celestica Inc. is gaining market share in the networking industry through private label solutions, which offer lower total costs and flexible designs compared to branded vendors [3] - The company is expected to see rising earnings estimates as it secures new deals and benefits from existing hyperscaler programs ramping up faster than anticipated [3]

Key Takeaways Why investors might want to start buying Top-Ranked Tech stocks in December.Why Robinhood is a top buy-and-hold tech and financial services stock.Buy Zacks Rank #1 (Strong Buy) AI infrastructure stock Celestica now?The bulls raced to buy beaten-down stocks in the final week of November following the first significant pullback in months. The rapid comeback likely leaves investors looking to buy best-in-class technology stocks across artificial intelligence and beyond.Today, we highlight two mar ...