Centrus Energy Corp. (NYSE:LEU) is one of the stocks Jim Cramer shared his opinion on. Noting that it is the only speculative stock in their portfolio, a caller inquired about LEU, and Cramer replied: Look, this is a good company. Centrus is good. I like Constellation, too. I’m going to say, you know what? It’s okay… This stock’s been under pressure for no particular reason. Photo by Anna Nekrashevich on Pexels Centrus Energy Corp. (NYSE:LEU) supplies nuclear fuel, including low-enriched and enriched ...

Core Viewpoint - Jabil Inc. is recognized as a strong investment opportunity, particularly due to its strategic acquisition of Hanley Energy Group and the sustained demand in data centers, which is expected to enhance its growth outlook [2][3][4]. Group 1: Company Performance and Outlook - Goldman Sachs raised its price target for Jabil Inc. to $282 from $255, maintaining a Buy rating, reflecting confidence in the company's growth driven by data center demand [2]. - Jabil confirmed the acquisition of Hanley Energy Group for approximately $725 million in cash, with potential additional earnouts of up to $58 million based on future revenue targets [3]. - The acquisition is seen as a strategic fit, enhancing Jabil's capabilities in energy management and critical power systems, which are increasingly important for data center infrastructure [4]. Group 2: Industry Trends - The rising importance of power management is highlighted as hyperscalers increase AI deployments, indicating a growing market for Jabil's enhanced solutions [5]. - Jabil's focus on providing customized solutions across the full data center lifecycle aligns with industry trends towards energy optimization and efficient power systems [5]. Group 3: Company Overview - Jabil Inc. offers engineering, manufacturing, and supply chain solutions across various industries, supporting electronics design, production, and product management [6].

Contact: Lambert by LLYC Jennifer Hurson, 845-507-0571, [email protected] SOURCE Belcan About Belcan Belcan, a Cognizant company, is a global supplier of design, software, manufacturing, supply chain, information technology, and digital engineering solutions to the aerospace, defense, space, government services, automotive, and industrial markets. Belcan engineers better outcomes for customers – from jet engines, airframe, and avionics to heavy vehicles, automobiles, and cybersecurity. Belcan takes a partne ...

Core Viewpoint - Rocket Lab Corporation (NASDAQ:RKLB) is viewed positively as a speculative investment ahead of significant developments in the rocket industry next year [1]. Group 1: Company Overview - Rocket Lab Corporation provides launch services, spacecraft design, manufacturing, and on-orbit management solutions [1]. Group 2: Investment Perspective - Jim Cramer expressed that while Rocket Lab is not inexpensive, it is a favorable speculative investment at current prices [1]. - There is a belief that certain AI stocks may offer greater upside potential and less downside risk compared to Rocket Lab [1].

Core Insights - Investors are showing a bullish sentiment towards Jabil (NYSE:JBL), with significant options trading activity indicating potential upcoming movements in the stock [1][2]. Options Trading Activity - A total of 10 uncommon options trades for Jabil were identified, with a sentiment split of 60% bullish and 40% bearish. The total amount for puts was $225,951, while calls amounted to $214,355 [2][3]. - The major market movers are focusing on a price range between $190.0 and $330.0 for Jabil over the last three months, indicating a strategic interest in this price band [4]. - The volume and open interest metrics for Jabil's options reveal fluctuations linked to substantial trades within the strike price spectrum from $190.0 to $330.0 over the past 30 days [5]. Options Snapshot - Notable options trades include: - A bullish put sweep with a total trade price of $125.6K at a strike price of $195.00 [9] - A bullish call trade with a total trade price of $47.2K at a strike price of $200.00 [9] - Additional bullish put and call trades with significant volumes and total trade prices, indicating strong investor interest [9]. Company Overview - Jabil Inc. is a U.S.-based company that provides engineering, manufacturing, and supply chain solutions across various industries, operating through three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce [10]. - The company has a global presence, operating in markets such as the U.S., Mexico, China, Malaysia, and Singapore [10]. Analyst Insights - An industry analyst has set an average target price of $262.0 for Jabil, maintaining a Buy rating on the stock [11][12].

Company Overview - Celestica Inc. is a Canadian electronics manufacturing services (EMS) leader, providing end-to-end design, manufacturing, and supply chain solutions for OEMs across various sectors including aerospace, defense, healthtech, industrial, communications, and enterprise markets [2] - The company operates through two primary segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS) [2] Financial Performance - In 2024, Celestica achieved $9.6 billion in revenue, with CCS driving 30% growth to $6.5 billion, while ATS contributed $3.1 billion with 5–6% growth [3] - The company maintains steady margins, with a gross margin of 10.72%, operating margin of 4.8%, and net income margin of 4.44% [3] - Celestica generated strong free cash flow of $303 million and has a return on equity of 22.5% [3] Industry Trends - Key industry trends such as digital transformation, cloud computing expansion, IoT proliferation, advancements in AI, 5G, and robotics, as well as reshoring and supply chain resilience align with Celestica's strengths [4] - The company's global footprint and diversified capabilities position it well to capitalize on these trends [4] Investment Case - Despite potential headwinds from cyclical demand, pricing pressures, and geopolitical uncertainties, Celestica's robust fundamentals and diversified portfolio create a compelling investment case [5] - The company is seen as a critical player in the EMS sector, offering steady growth, solid cash generation, and strategic exposure to the evolving electronics landscape [5] - The bullish thesis on Celestica emphasizes segment-level performance and exposure to high-growth markets [6]

Core Insights - Sanmina Corporation (SANM) is experiencing solid revenue growth, with net sales increasing to $2.09 billion from $2.01 billion year-over-year, surpassing the Zacks Consensus Estimate by $46 million [1][8] Group 1: Company Overview - Sanmina's comprehensive portfolio includes product designing, manufacturing, assembling, testing, and aftermarket support, allowing customers to rely on a single partner throughout the product lifecycle [2] - The company's end-to-end approach and dynamic manufacturing capabilities enable it to navigate global volatility and supply-chain disruptions, making it a preferred choice for organizations [2][8] - Sanmina has a strong presence across multiple end markets, including medical, defense, aerospace, communication, cloud infrastructure, automotive, industrial, and energy, which enhances its business resilience [3][8] Group 2: Growth Potential - The company is prioritizing expansion into high-growth industries, supported by its strong global network and expertise in advanced electronics manufacturing, with projected revenues of $3.1 billion, indicating a year-over-year growth of 54.51% [4] - Earnings estimates for Sanmina for 2025 and 2026 have increased over the past 60 days, reflecting positive market sentiment [10] Group 3: Competitive Landscape - Sanmina faces competition from Jabil, Inc. (JBL) and Celestica Inc. (CLS) in the electronic manufacturing services industry, with Jabil reporting revenues of $8.3 billion, up from $6.96 billion year-over-year, driven by demand in various sectors [5] - Celestica reported quarterly revenues of $3.19 billion, up 27.8% year-over-year, with growth driven by hyperscale customer demand for networking products [6] Group 4: Financial Performance - Sanmina's shares have gained 108.1%, outperforming the Electronics - Manufacturing Services industry's growth of 98.3% [7] - The company's shares currently trade at 15.81 times forward 12-month earnings, which is lower than the industry average [9]

Core Insights - Sanmina Corporation (SANM) has achieved a 92.5% increase in stock value over the past year, outperforming Jabil, Inc. (JBL) but underperforming Celestica, Inc. (CLS) [1][2] Group 1: Company Performance - Sanmina's growth is driven by strong demand in various end markets, particularly in Communications Networks, Cloud and AI Infrastructure, Medical, and Defense and Aerospace sectors [3] - The company has a competitive edge due to its end-to-end solutions, which encompass product design, manufacturing, assembly, testing, and aftermarket support [4] - Sanmina's stock performance reflects robust demand across key markets and growth in major business segments, supported by a diversified market presence [8] Group 2: Financial Position - As of September 27, 2025, Sanmina reported $926.3 million in cash and cash equivalents, with a long-term debt of $282.3 million, resulting in a debt to capital ratio of 10.6% [6] - The company's current ratio was 1.72 at the end of the fourth quarter of fiscal 2024, indicating a strong liquidity position to meet short-term obligations [9] - Earnings estimates for 2025 have increased by 38.9% to $9.64, and for 2026, they have risen by 43.43% to $11.46, reflecting bullish sentiment [10] Group 3: Market Dynamics - Sanmina is actively addressing geopolitical volatility and tariff-related uncertainties by aligning its manufacturing footprint with global production requirements [5] - The company's vertically integrated manufacturing processes help streamline operations and reduce costs, enhancing economies of scale [5] - Sanmina's valuation metrics indicate it is trading at a price/earnings ratio of 15.49, which is lower than the industry average of 24.8 and its mean of 16.94, suggesting it is relatively undervalued [12] Group 4: Future Outlook - The upward revision of earnings estimates indicates growing investor optimism regarding Sanmina's growth potential [10][14] - The company is expected to benefit from strong momentum in communication, cloud, and AI verticals, supported by its comprehensive portfolio offerings [14]

Core Viewpoint - Rocket Lab Corporation (NASDAQ:RKLB) is considered a speculative stock with potential, but it is not inexpensive and carries significant financial losses [1][2]. Company Overview - Rocket Lab Corporation provides launch services, spacecraft design, manufacturing, and on-orbit management solutions, focusing on small and medium-class rockets like the Electron and Neutron launch vehicles [2]. Investment Sentiment - A recent discussion highlighted RKLB as a speculative pick, with acknowledgment of its potential but also a warning about its substantial financial losses [2]. - The company is viewed favorably as a speculative investment at current prices, but caution is advised due to its financial performance [1][2].

Core Insights - Jabil Inc. has shown significant stock performance, outperforming both the broader market and sector indices over the past year [2][3] - Despite strong financial results, Jabil's stock experienced a decline following its Q4 earnings release, but rebounded in subsequent trading [4] - Analysts maintain a positive outlook on Jabil, with a consensus rating of "Strong Buy" and an upward revision of price targets [5][6] Financial Performance - Jabil's Q4 revenue increased by 18.5% year-over-year to $8.3 billion, exceeding expectations by 7.7% [4] - Adjusted EPS for Q4 grew by 43% year-over-year to $3.29, beating consensus estimates by 11% [4] - For fiscal 2026, analysts project an adjusted EPS of $10.11, reflecting a 13.7% year-over-year increase [5] Stock Performance - Jabil's stock price has increased by 40.3% year-to-date and 56.4% over the past 52 weeks, significantly outperforming the S&P 500 Index [2] - The stock also outperformed the Technology Select Sector SPDR Fund, which saw a 23.9% increase year-to-date [3] Analyst Ratings - The consensus rating among analysts is a "Strong Buy," with eight "Strong Buys" and two "Holds" [5] - Barclays analyst Tim Long raised the price target for Jabil from $223 to $267, indicating a potential upside of 32.3% based on the street-high target [6]