Actualités

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

Celestica is capitalizing on AI infrastructure demand as cloud networking, storage and compute growth expand higher-value technology solutions and production.

SANM is converting cloud and AI-driven revenue growth into stronger margins and earnings through disciplined execution and operational improvements.

SANM tops quarterly earnings and raises its fiscal outlook as AI infrastructure demand accelerates. Can earnings momentum and valuation support further upside?

SANM is expanding manufacturing, automation and AI systems capabilities to capture rising demand from cloud and accelerated computing platforms.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Its recent strength stands out, yet most of what you would be buying is a return stream that swings far harder than the U.S. market you already own.

FLEX eyes Q1 results after strong AI infrastructure momentum, strategic deals and a planned CPI spin-off. Can growth offset lifestyle weakness?

Jabil is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.

Jabil Inc. has recently declared a quarterly dividend of US$0.08 per share for shareholders of record on August 14, 2026, and opened a next-generation, AI-enabled 417,000-square-foot Intelligent Logistics Hub in Penang to enhance end-to-end material flow and handling of sensitive components. The Penang facility’s extensive automation, digital twin platform, and planned rooftop solar system highlight Jabil’s focus on higher-efficiency, lower-carbon logistics for complex electronics supply...

Both Flex and Jabil are riding the AI infrastructure boom, but Flex’s plan to split in two presents a clearer, if riskier, path to value than Jabil’s all-in-one approach.

Here is how Jabil (JBL) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

CLS nears Q2 earnings with AI infrastructure demand, cloud growth and healthcare traction in focus as estimates edge higher ahead of the report.

FLEX and JBL are capitalizing on AI infrastructure growth, but which EMS company stands out as the better buy based on growth, valuation and outlook?

Jabil (JBL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Jabil, CECO Environmental and Klarna stand out for accelerating earnings growth, highlighting momentum that could support stocks in the second half of 2026.

Jabil, CECO and Klarna have been highlighted in this Screen of The Week article.

Jabil, CECO and Klarna made a tight earnings-acceleration screen, highlighting rising EPS growth trends that could signal further stock upside.

Ericsson (NASDAQ:ERIC) reported a modest organic sales decline for the second quarter of 2026 while maintaining strong margins, as management highlighted disciplined execution, ongoing cost controls and a leadership transition that will see Per Narvinger take over as chief executive in October. Pre

Jabil stock has delivered a very large 5 year return, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggest the shares may still trade at a discount to what the underlying cash flows imply. Over the last 5 years, Jabil has returned roughly 7x an initial investment, which puts recent short term pullbacks into the context of a much longer strong run. Planned investment of more than US$119m in a new data center infrastructure facility...

Jabil files broad shelf registration alongside completed buyback Jabil (JBL) has filed an omnibus shelf registration covering debt, preferred and common stock, warrants, depositary shares, and units, shortly after completing a US$902.24 million share repurchase program. See our latest analysis for Jabil. Jabil’s recent omnibus shelf filing and completed US$902.24 million buyback come after a sharp pullback, with the share price down 14.17% over 30 days but still showing a 37.40% year to date...

Werner, Magna and Jabil have been highlighted in this Value Trader article.

Use the P/S and PEG ratios, along with the Zacks Rank, to find top value stocks.

FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.

JBL is expanding its capabilities in digital health, AI-enabled medical technologies and smart manufacturing as it broadens healthcare solutions worldwide.

djr-2024-08-08-news-hwy15-ripley-twp6 In this file photo from August 2024, Gov. Tate Reeves speaks in Tippah County, Miss. HOLLY SPRINGS – Jabil, a global engineering, supply chain and manufacturing solutions provider, plans to open a new to invest more than $119 million in a new production facility in Marshall County. The project will create about 2,200 jobs. Jabil’s new location — an ...

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.