SpaceX (SPCX) emerges as the better investment pick compared to Celestica (CLS), driven by stronger price performance, significant upward earnings revisions (350% over 60 days), and a higher Zacks Rank #2 (Buy). While CLS offers more attractive valuation metrics with lower price-to-sales ratio, SPCX's projected 136.2% sales growth in 2026 and commanding market position in commercial launches outweigh valuation concerns. However, SPCX faces margin uncertainty due to heavy capital investments in AI infrastructure initiatives.

Celestica stock fell 4.05% on October 12, 2026, outpacing the S&P 500's 0.06% decline. Despite a 4.5% monthly gain, the stock trades at a premium valuation with a Forward P/E of 31.98 versus the industry average of 26.08. The company is expected to report earnings on October 26 with projected EPS of $3.01 (up 90.51% YoY) and revenue of $5.4 billion (up 69.1% YoY). Celestica holds a Zacks Rank of #3 (Hold) with no recent changes to consensus estimates.

Celestica (CLS), an electronics manufacturing services company, has gained 9.6% over the past month, outperforming the S&P 500. The company shows strong earnings growth expectations of 87.1% year-over-year for the current fiscal year and 67.9% for the next fiscal year, with consistent revenue growth forecasts of 64.3% and 57.2% respectively. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting it may perform in line with the broader market in the near term, and is valued at par with its peers.

Jabil Inc. (JBL) reported strong Q4 fiscal 2026 results and projects AI revenues to surge 54% to $22.1 billion in fiscal 2027. The company expects total revenues of $44.5 billion and core EPS of $17.55, with the Intelligent Infrastructure segment driving growth. However, execution risks remain as Jabil expands capacity globally to support larger customer programs.

Jabil Inc. (JBL) projects fiscal 2027 revenues of $44.5 billion (+24% YoY) and core EPS of $17.55 (+34% YoY), driven by AI-related revenues surging 54% to $22.1 billion. The stock trades at 17.2X forward earnings, below industry averages but above its five-year median of 13.8X. While strong growth and margin improvements support the valuation premium, concentration in large customer programs and uneven demand outside infrastructure present execution risks.

Celestica (CLS) is benefiting from AI infrastructure demand and 800G/1.6T networking growth, with expected CCS revenue growth of ~85% in 2026. However, high customer concentration (top 10 customers = 79% of revenue), intense competition, and cyclical exposure present significant risks. The stock trades at a premium valuation and carries a Zacks Rank #3 (Hold) rating.

Celestica Inc. is expanding its communications portfolio with high-speed networking solutions including the DS6000 series offering 1.6TbE connectivity and 102.4Tbps switching capacity for AI and data centers. The company is also advancing optical communication offerings for enterprise applications. Celestica faces competition from Jabil and Sanmina in the communications market.

Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.

Sanmina (SANM) has surged 69.3% over the past year, outperforming peers like Jabil and Celestica, driven by its vertically integrated manufacturing, 42Q connected manufacturing technology, and the ZT Systems acquisition that strengthens AI and cloud capabilities. However, supply-chain disruptions, intense competition, high R&D costs, tariff pressures, and significant China exposure pose headwinds. The stock carries a Zacks Rank #3 (Hold) rating.

Celestica (CLS) declined 1.2% to $382.69, underperforming the broader market gains. Despite strong recent performance (up 24% over the past month), the stock carries a Zacks Rank #3 (Hold) rating. The company is expected to report significant earnings growth of 90.51% YoY and revenue growth of 69.1%, but trades at a premium valuation with a Forward P/E of 34.2 versus the industry average of 22.38.

Jabil delivered strong Q4 results with revenue surging 29% and adjusted EPS up 34%, driven by booming AI infrastructure demand. The company projects fiscal 2027 revenue growth of 24% and EPS growth of 34%. However, with the stock already up 30% year-to-date and trading at a reasonable 19X forward earnings, Zacks rates it a Hold, suggesting better buying opportunities may still be ahead.

Jabil reported quarterly earnings of $4.4 per share, beating consensus estimates of $4.06, with revenues of $10.62 billion exceeding expectations by 9.91%. The company has outperformed the market by 39.8% year-to-date and received a Zacks Rank #2 (Buy) rating. Celestica, another electronics manufacturing services company, is expected to report results with projected earnings of $3.01 per share, representing 90.5% year-over-year growth.