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綜合指數上漲超過17%,投資者預計經濟環境逐步改善將推動未來幾年的企業盈利。這是大多數高成長股票經歷耀眼反彈的主要原因之一。展望2025年,TSX上的某些業務可能在強勁基本面、創新商業模式和快速增長市場的支持下,進一步推動這一強勁動力。
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.
在這篇文章中,我將重點介紹來自科技板塊的兩隻頂級TSX股票,它們可能在2025年及以後繼續上漲,現在購買它們非常有吸引力。
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年實現154%的漲幅後,天弘科技(TSX:CLS)股票在2024年進一步上漲,目前年初至今上漲253%。因此,CLS股票目前每股交易價格爲136.94美元,市值爲159億。我預計,鑑於其服務需求強勁,財務狀況持續走強,這將繼續推動股票在2025年及以後上漲。
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12個月中,天弘科技的總營業收入同比增長了17.5%,達到92億美元,這主要得益於其連接與雲計算解決方案(CCS)部門的強勁需求,該部門在第三季度單獨飆升了42%。這一增長反映了公司在迅速擴張的雲計算和人工智能市場中的能力,這得益於其創新的解決方案和強大的客戶關係。更重要的是,天弘科技在過去四個季度的調整後收益同比增長超過60%,達到每股3.57美元,超出市場分析師的預期。
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天弘科技管理層上調2024年全年展望,表明對其增長軌跡的持續信心。公司現在預計營業收入將達到96億美元,較之前的94.5億美元的預測有所上升。除了這些積極因素外,天弘科技在戰略合作伙伴關係和向高增長行業擴展方面的持續關注,使其在我看來成爲一個優秀的長期買入選擇。
Descartes Systems stock
德卡特系統股票
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.
目前交易強勁,年初至今漲幅爲49%,雖然德卡特系統(TSX:DSG)近期沒有經歷像天弘科技那樣的爆發性增長,但它已悄然建立了作爲TSX科技板塊中持續表現者的聲譽。以當前每股164.50美元的市場價格計算,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,提供幫助企業精簡操作和提高效率的軟體和服務。
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.
儘管近期存在宏觀經濟風險,但Descartes依然以其強勁而穩定的財務增長趨勢讓投資者印象深刻。在截至2024年10月的最新季度,該公司的營業收入同比增長17%,達到了16880萬美元,主要得益於其服務板塊。同時,其調整後的季度每股收益從一年前的0.31美元攀升至0.42美元,增長了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.
通過最近收購的MyCarrierPortal和Sellercloud,Descartes正在擴展其產品組合,以應對不斷變化的物流和電子商務挑戰,這可能幫助它在未來幾年維持強勁的增長趨勢。
譯文內容由第三人軟體翻譯。