Key Takeaways Sanmina outpaces Qualcomm with stronger estimates, gains and a cheaper valuation.SANM sees fiscal 2026 sales up 67.9% and EPS up 66.6%, with estimates rising 4.4% in 60 days.QCOM faces sales and EPS declines, stock down 18.6% year over year and trading at 3.44x sales.Qualcomm Technologies Inc. (QCOM) and Sanmina Corporation (SANM) are key players in the semiconductor and electronics supply chain. Qualcomm offers high-performance, low-power chip designs for mobile devices, PCs, XR (Extended Rea ...

When I began my coverage on Celestica ( CLS ), I said that CLS looks like a classic picks and shovels winner in AI infrastructure, but of course, with a twist that matters. I also said that in as much asKennedy is a GARP-themed hedge fund manager with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and ...

Core Insights - Celestica Inc. (CLS) has transitioned from being viewed as a low-margin manufacturing business in the electronics manufacturing services (EMS) sector to a company with significant growth potential by 2026 [1] Group 1: Company Overview - Celestica Inc. was historically perceived as a low-margin business with limited growth prospects in the EMS segment [1] - The company's outlook has dramatically improved, indicating a solid transformation and potential for higher margins and growth [1] Group 2: Market Position - The shift in perception suggests that Celestica may be capitalizing on new opportunities within the EMS market, which could lead to enhanced profitability [1]

​Celestica Inc. (NYSE:CLS) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street has a positive opinion on Celestica Inc. (NYSE:CLS) since the company topped earnings expectations during fiscal Q4 2025. ​Recently, on February 5, John Shao from TD Cowen reiterated a Hold rating on the stock with a $330 price target. Earlier on January 30, Ruplu Bhattacharya from Bank of America Securities also initiated a Buy rating on the stock with a price target of $400. ​Celestica Inc. released its fis ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL) today released its Fiscal Year 2025 Sustainability Progress Report, detailing the company's achievements during year four of its five-year sustainability strategy. The report highlights Jabil's progress toward greenhouse gas reduction, diverting waste from landfills, and giving back to local communities. "At Jabil, we view the challenges of a profoundly changing world as catalysts for innovation and as a call to continue to integrate. ...

We recently published an article titled 11 Best Canadian Growth Stocks to Buy According to Hedge Funds. On January 30, Barclays raised its price target on Celestica Inc. (NYSE:CLS) to $391 from $359 while reiterating an Overweight rating, following the company’s upward revision to its fiscal 2026 outlook by approximately $1 billion. The analyst characterized the updated guidance as conservative, suggesting there is room for further upward revisions as the year progresses. Barclays’ constructive stance ref ...

Celestica Inc (NYSE:CLS) is one of the best NYSE stocks to buy for the long term. Celestica Inc (NYSE:CLS) reported its Q4 2025 earnings on January 28. Revenue soared 44% YoY to $3.65 billion, as adjusted EPS jumped to $1.89 from $1.11 in the prior year. Celestica Inc (CLS): Analysts Bullish Amid Strong 2026 Outlook Carol Gauthier/Shutterstock.com On the back of the strong finish to 2025, Celestica raised its outlook for 2026. It now expects 2026 revenue of $17 billion, which is a $1 billion boost to th ...

The Straits Times Index (SGX: ^STI) crossed the 5,000 mark last week.For income investors, there’s a catch. As blue-chip share prices surge, dividend yields compress. This leaves dividend investors hunting further afield for 5%-plus yields. Yet chasing yield alone is a trap. An enticing payout means little if the cash flow behind it is shaky.Here are three stocks beyond the STI that still offer attractive yields – and, crucially, each has a distinct driver supporting its dividend sustainability.Digital Core ...

Group 1 - The core message emphasizes the importance of revitalizing the domestic semiconductor industry while also looking globally [1] - Foxconn's parent company, Hon Hai Group, held a grand annual meeting in Taipei, where 10 lucky employees won a special founder's award of 10 million NTD each (approximately 2.2 million RMB) [3] - The event, named "2026 All Hon Hai Sports Carnival," attracted over 30,000 participants, including employees and their families from various countries [3] Group 2 - Hon Hai Group achieved a record revenue of over 8 trillion NTD last year and aims to continue challenging for new highs in revenue this year [4] - Chairman Liu Yangwei expressed gratitude to all employees for their contributions to the company's success and highlighted the close relationship between him and founder Terry Gou [3][4]

Celestica (CLS) has been one of the hottest artificial intelligence (AI) stocks, rising 116% over the past year. Moreover, it has delivered an impressive gain of 2,145% over the past three years. While such a sharp rally raises concerns around valuation, the company’s prospects remain compelling. Rising spending on AI infrastructure by major hyperscalers continues to create strong demand for Celestica. Moreover, its plan to invest $1 billion in capacity expansion to support demand further strengthens the ...