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.
2024年迄今爲止,多倫多證券交易所綜合指數已上漲17%以上,原因是投資者預計未來幾年經濟環境將逐步改善以提高企業收益。這是大多數高增長股票出現驚人上漲的關鍵原因之一。展望2025年,在強勁的基本面、創新的商業模式和快速增長的市場敞口的支持下,多倫多證券交易所的某些企業可能會進一步推動這一強勁勢頭。
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.
在本文中,我將重點介紹科技板塊的兩隻頂級多倫多證券交易所股票,這兩隻股票可能會在2025年及以後繼續飆升,使其成爲目前具有吸引力的買入。
Celestica stock
Celestica 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年上漲154%之後,Celestica(多倫多證券交易所股票代碼:CLS)股票的漲勢在2024年進一步增強,目前該股今年迄今的漲幅爲253%。因此,CLS股票目前的交易價格爲每股136.94美元,市值爲159億美元。我預計,在對其服務的強勁需求下,其財務狀況將持續走強,這將繼續推動該股在2025年及以後的走高。
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.
在過去的12個月中,Celestica的總收入同比增長17.5%(同比),達到92億美元,這主要是由於其連接和雲解決方案(CCS)板塊的強勁需求,該板塊僅在第三季度就增長了42%。這種增長反映了該公司在其創新的解決方案和強大的客戶關係的推動下,有能力進入快速擴張的雲計算和人工智能(人工智能)市場。更重要的是,Celestica在過去四個季度的調整後總收益同比增長了60%以上,至每股3.57美元,大大超過了華爾街分析師的預期。
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.
這種強勁的財務表現鼓勵Celestica的管理層提高了其2024年全年展望,這表明人們對其增長軌跡仍然充滿信心。該公司現在預計收入將達到96億美元,高於先前預測的94.5億美元。在我看來,除了這些積極因素外,Celestica繼續關注戰略合作伙伴關係和向高增長行業的擴張,這使其成爲一個很好的長期收購。
Descartes Systems stock
笛卡爾系統股票
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.
目前的交易價格今年迄今爲止強勁上漲了49%,而笛卡爾系統(多倫多證券交易所股票代碼:DSG)最近沒有經歷與Celestica相同的爆炸性增長,它已悄然樹立了在多倫多證券交易所科技行業表現穩定的聲譽。目前的市價爲每股164.50美元,DSG股票的市值爲140億美元。
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.
如果你還不知道,這家總部位於滑鐵盧的公司主要專注於物流和供應鏈管理解決方案,提供軟體和服務,幫助企業簡化運營和提高效率。
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.
儘管最近存在宏觀經濟風險,但笛卡爾繼續以其強勁而穩定的財務增長趨勢給投資者留下深刻的印象。在截至2024年10月的最新一個季度中,該公司報告收入同比增長17%,達到1.688億美元,這主要是由其服務板塊推動的。此外,其調整後的季度收益較去年同期增長了35.5%,至每股0.42美元。
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.
通過最近的收購,包括MyCarrierPortal和Sellercloud,笛卡爾正在擴大其產品組合,以應對不斷變化的物流和電子商務挑戰,這可能有助於其在未來幾年保持強勁的增長趨勢。