ZACKS·2025-12-02 14:00Core Insights - Investors are encouraged to buy top technology stocks, particularly in the AI sector, following a market pullback in November, with a focus on Robinhood Markets and Celestica as strong buy candidates for December and beyond [1][4][6] Group 1: Robinhood Markets - Robinhood has evolved from a free stock-trading app to a significant competitor in the online brokerage space, joining the S&P 500 in September 2025 [5][7] - The company exceeded Q3 earnings estimates by 20%, with a notable increase in its business lines, each generating approximately $100 million or more in annualized revenues [8] - Robinhood's paid Gold Subscribers rose by 77% year-over-year to 3.9 million, and total investment accounts increased by 2.8 million (11%) to 27.9 million, with average revenue per user jumping 82% to $191 in Q3 [8][9] - Consensus earnings estimates for Robinhood have increased by around 20% for 2025 and 2026, projecting a 79% growth in adjusted EPS for 2025, reaching $2.27 per share, compared to a loss of $0.60 in 2023 [9][12] - The stock has surged 225% in the last year and 1,100% over the past three years, currently trading 21% below its average price target, with a PEG ratio at a 50% discount to its highs [12] Group 2: Celestica - Celestica has experienced significant growth, benefiting from the AI arms race, and specializes in manufacturing high-tech electronics for major customers, including AI hyperscalers [13][14] - The company has averaged 20% revenue growth from FY22 to FY24, increasing from $5.6 billion in 2021 to $9.6 billion in 2024, with a projected revenue growth of 26% in 2025 and 31% in 2026 [19][20] - Celestica's adjusted earnings are expected to grow by 52% this year and 39% next year, with a strong earnings outlook contributing to its Zacks Rank 1 (Strong Buy) status [20] - The stock has appreciated approximately 4,000% over the past five years, significantly outperforming the Zacks Tech sector and Nvidia, with 77% of brokerage recommendations being "Strong Buys" [21]