
The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
| Revenue (TTM) | $18.23B |
| Gross Profit (TTM) | $2.09B |
| EBITDA | $1.70B |
| Operating Margin | 7.91% |
| Return on Equity | 30.20% |
| Return on Assets | 8.72% |
| Revenue/Share (TTM) | $156.68 |
| Book Value | $49.28 |
| Price-to-Book | 4.17 |
| Price-to-Sales (TTM) | 1.43 |
| EV/Revenue | 1.256 |
| EV/EBITDA | 13.37 |
| Quarterly Earnings Growth (YoY) | 41.10% |
| Quarterly Revenue Growth (YoY) | 82.50% |
| Shares Outstanding | $126.11M |
| Float | $125.18M |
| % Insiders | 0.97% |
| % Institutions | 68.50% |
Volatility is currently expanding

The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.

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Celestica Inc. is rated Strong Buy, leveraging its unique AI server co-design expertise for hyperscalers amid recent sector pullback. Celestica projects rapid revenue growth from $12.4B in 2025 to $40B in 2027, underpinned by awarded programs and visible demand. Margins have expanded from 1-2% to nearly 7%, driven by CLS's shift to design partnerships and custom server solutions.

Celestica just dropped 35% right after guiding for revenue to nearly double, and one investor sees that selloff not as a warning sign but as an open invitation to buy more.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks.com users have recently been watching Celestica (CLS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Celestica is a strong buy, driven by underappreciated AI demand and management's consistently conservative guidance. CLS raised 2026 outlook to $21B revenue and $11.55 EPS, with 2027 guidance at $40B revenue and $21.50 EPS, reflecting substantial operating leverage. AI and scale-up Ethernet networking segments are driving explosive growth, with management executing well and potential upside not fully captured in analyst estimates.

Celestica's latest quarterly results were impressive, and the company expects a significant acceleration in growth next year. Celestica's strong clientele and a potential improvement in data center construction next year will be tailwinds for the stock.

TORONTO, Oct. 30, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS) (TSX: CLS), a global leader in data center infrastructure and advanced technology solutions, today announced that the Toronto Stock Exchange (the “TSX”) has accepted the Company's notice to launch a Normal Course Issuer Bid (the “Bid”).

Celestica raises its 2026 guidance and targets $40B in 2027 revenues as AI demand surges, but rising capital spending and cash flow pressures pose challenges.
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