These 2 TSX Stocks Are Set to Soar in 2025 and Beyond
These 2 TSX Stocks Are Set to Soar in 2025 and Beyond
The TSX Composite has risen over 17% so far in 2024 as investors expect a gradually improving economic environment to boost corporate earnings in the coming years. This is one of the key reasons why most high-growth stocks have seen a spectacular rally. As we look ahead to 2025, certain businesses on the TSX could take this strong momentum even further, backed mainly by strong fundamentals, innovative business models, and exposure to fast-growing markets.
截至2024年,TSX综合指数上涨超过17%,投资者预计经济环境逐步改善将推动未来几年的企业盈利。这是大多数高成长股票经历耀眼反弹的主要原因之一。展望2025年,TSX上的某些业务可能在强劲基本面、创新商业模式和快速增长市场的支持下,进一步推动这一强劲动力。
In this article, I'll spotlight two top TSX stocks from the tech sector that could continue to soar in 2025 and beyond, making them attractive buys right now.
在这篇文章中,我将重点介绍来自科技板块的两只顶级TSX股票,它们可能在2025年及以后继续上涨,现在购买它们非常有吸引力。
Celestica stock
天弘科技股票
After registering a 154% jump in 2023, the rally in Celestica (TSX:CLS) stock gained further steam in 2024 as it currently trades with 253% year-to-date gains. With this, CLS stock is now trading at $136.94 per share with a market cap of $15.9 billion. And I expect the ongoing strength in its financials amid strong demand for its services to keep driving the stock higher in 2025 and beyond.
在2023年实现154%的涨幅后,天弘科技(TSX:CLS)股票在2024年进一步上涨,目前年初至今上涨253%。因此,CLS股票目前每股交易价格为136.94美元,市值为159亿。我预计,鉴于其服务需求强劲,财务状况持续走强,这将继续推动股票在2025年及以后上涨。
In the trailing 12 months, Celestica's total revenue rose 17.5% YoY (year over year) to US$9.2 billion due mainly to strong demand in its Connectivity & Cloud Solutions (CCS) segment, which surged by 42% in the third quarter alone. This growth reflects the company's ability to tap into the rapidly expanding cloud computing and AI (artificial intelligence) markets, driven by its innovative solutions and robust customer relationships. More importantly, Celestica's adjusted earnings in the last four quarters combined have jumped by over 60% YoY to US$3.57 per share, beating Street analysts' expectations by a big margin.
在过去12个月中,天弘科技的总营业收入同比增长了17.5%,达到92亿美元,这主要得益于其连接与云计算解决方案(CCS)部门的强劲需求,该部门在第三季度单独飙升了42%。这一增长反映了公司在迅速扩张的云计算和人工智能市场中的能力,这得益于其创新的解决方案和强大的客户关系。更重要的是,天弘科技在过去四个季度的调整后收益同比增长超过60%,达到每股3.57美元,超出市场分析师的预期。
This strong financial performance encouraged Celestica's management to raise its full-year 2024 outlook, signalling continued confidence in its growth trajectory. The company now expects revenue to reach US$9.6 billion, up from its earlier projection of US$9.45 billion. In addition to these positive factors, Celestica's continued focus on strategic partnerships and expansion into high-growth industries make it an excellent long-term buy, in my opinion.
这种强劲的财务表现鼓励天弘科技管理层上调2024年全年展望,表明对其增长轨迹的持续信心。公司现在预计营业收入将达到96亿美元,较之前的94.5亿美元的预测有所上升。除了这些积极因素外,天弘科技在战略合作伙伴关系和向高增长行业扩展方面的持续关注,使其在我看来成为一个优秀的长期买入选择。
Descartes Systems stock
德卡特系统股票
Currently trading with a strong 49% year-to-date gain, while Descartes Systems (TSX:DSG) hasn't experienced the same level of explosive growth as Celestica of late, it has quietly built a reputation as a consistent performer in the TSX tech sector. With the current market price of $164.50 per share, DSG stock has a market cap of $14 billion.
目前交易强劲,年初至今涨幅为49%,虽然德卡特系统(TSX:DSG)近期没有经历像天弘科技那样的爆发性增长,但它已悄然建立了作为TSX科技板块中持续表现者的声誉。以当前每股164.50美元的市场价格计算,DSG股票的市值为140亿美元。
If you don't know it already, this Waterloo-based company mainly focuses on logistics and supply chain management solutions, providing software and services that help businesses streamline operations and improve efficiency.
如果你还不知道,这家位于滑铁卢的公司主要专注于物流和供应链管理解决方案,提供帮助企业精简操作和提高效率的软件和服务。
Despite recent macroeconomic risks, Descartes continues to impress investors with its strong and steady financial growth trends. In the latest quarter ended in October 2024, the company reported a 17% YoY increase in revenue to US$168.8 million, driven mainly by its services segment. Also, its adjusted quarterly earnings climbed by 35.5% from a year ago to US$0.42 per share.
尽管近期存在宏观经济风险,但Descartes依然以其强劲而稳定的财务增长趋势让投资者印象深刻。在截至2024年10月的最新季度,该公司的营业收入同比增长17%,达到了16880万美元,主要得益于其服务板块。同时,其调整后的季度每股收益从一年前的0.31美元攀升至0.42美元,增长了35.5%。
With recent acquisitions, including MyCarrierPortal and Sellercloud, Descartes is expanding its portfolio to address evolving logistics and e-commerce challenges, which could help it sustain strong growth trends in the years to come.
通过最近收购的MyCarrierPortal和Sellercloud,Descartes正在扩展其产品组合,以应对不断变化的物流和电子商务挑战,这可能帮助它在未来几年维持强劲的增长趋势。