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2 Growth Stocks That Could Skyrocket in 2025 and Beyond

2 Growth Stocks That Could Skyrocket in 2025 and Beyond

两只可能在2025年及以后飙升的成长股票
The Motley Fool ·  12/21 04:45

Canadian growth stocks have benefitted from declining interest rates, easing inflation, and investors' positive outlook on artificial intelligence (AI) and digital transformation. While many Canadian stocks have already witnessed a rally, a few fundamentally strong growth stocks will likely sustain momentum due to the strength in demand trends. Against this backdrop, here are the two growth stocks that could skyrocket in 2025 and beyond.

加拿大成长型股票受益于利率下降、通胀缓解以及投资者对人工智能(AI)和数字转型的积极展望。虽然许多加拿大股票已经经历了一波上涨,但一些基本面强劲的成长型股票可能会由于需求趋势的强劲而持续保持势头。在这种背景下,以下是两个可能在2025年及以后暴涨的成长型股票。

Celestica

Celestica

Celestica (TSX:CLS) has emerged as one of the top-performing Canadian growth stocks in 2024, with strong potential to soar in 2025 and beyond. The company is capitalizing on increased spending in AI infrastructure, mainly through its Connectivity & Cloud Solutions segment, which focuses on next-gen storage, servers and communications hardware. This segment is expected to drive solid growth, bolstering Celestica's overall financial performance.

天弘科技(TSX:CLS)已成为2024年表现最好的加拿大成长型股票之一,具有在2025年及以后大幅上升的强大潜力。该公司正在利用人工智能基础设施支出的增加,主要通过其连接与云解决方案部门,该部门专注于下一代存储、服务器和通信硬件。预计该部门将推动稳健增长,增强天弘科技的整体财务表现。

A key growth catalyst is the company's focus on AI and machine learning (ML) servers. A major customer has already secured next-generation liquid-cooled, custom ASIC-based server programs. Production is slated to ramp up in mid-2025, with additional programs set for 2026 and beyond. Celestica is also in talks with other hyperscalers for future projects, further expanding its AI/ML offerings.

一个关键的增长催化剂是该公司对AI和机器学习(ML)服务器的关注。一位主要客户已经获得了下一代液冷、定制ASIC基础的服务器项目。生产计划在2025年中期加速,未来还会有其他项目于2026年及以后展开。天弘科技还在与其他超大规模企业进行谈判,以拓展其AI/ML产品。

The company is heavily investing in hardware platform solutions (HPS) for modular AI/ML systems and rack-scale solutions, catering to the growing need for customizable AI silicon. With hyperscaler spending on data centre hardware expected to rise, demand for Celestica's advanced 400G and 800G networking switches, servers, and storage solutions will follow.

该公司正在大量投资于模块化AI/ML系统和机架规模解决方案的硬件平台解决方案(HPS),以满足对可定制AI硅的日益增长的需求。随着超大规模企业在数据中心硬件上的支出预计会增加,天弘科技的先进400G和800G网络交换机、服务器和存储解决方案的需求也将随之增长。

In addition to AI, Celestica's recovery in its Advanced Technology Solutions (ATS) business, including the aerospace, defence, and industrial sectors, will help diversify its revenue streams. The company is optimistic about returning to growth in its Industrial and Smart Energy segments in 2025, driven by increased demand.

除了人工智能,天弘科技在其先进科技解决方案(ATS)业务中的复苏,包括航空、国防和工业领域,将有助于多元化其营业收入来源。该公司对在2025年回归工业和智能能源部门的增长持乐观态度,驱动力是需求的增加。

With strong prospects across various sectors, Celestica is well-positioned for continued growth, driven by favourable trends in AI, green energy, and defence spending.

随着各个领域前景强劲,天弘科技在人工智能、绿色能源和国防支出的有利趋势推动下,发展前景良好。

Bombardier stock

庞巴迪股票

Bombardier (TSX:BBD.B) is another promising stock that can deliver above-average returns over time. The leading aviation company is witnessing solid demand and deliveries of its business jets. Thanks to its impressive financials, Bombardier stock has risen about 87% over the past year, and the company still has more room to run, led by a solid backlog and higher deliveries.

庞巴迪(TSX:BBD.B)是另一只有前景的股票,能够在时间的推移中提供高于平均水平的回报。这家领先的航空公司正在见证其商务喷气机的强劲需求和交付。得益于其令人印象深刻的财务状况,庞巴迪股票在过去一年中上涨了约87%,而且公司仍然有更大的增长空间,得益于强劲的订单积压和更高的交付量。

Besides higher aircraft deliveries, the company is poised to gain from its extensive aftermarket and support facilities network, focus on innovation, and diversification across defence, services, and the pre-owned aircraft markets. This will likely add to the company's revenues and help improve profitability over time.

此外,除了更多的飞机交付外,公司还将利用其广泛的售后市场和支持设施网络、对创新的关注以及在国防、服务和二手飞机市场上的多样化。这可能会增加公司的营业收入,并在时间的推移中帮助提高盈利能力。

Furthermore, Bombardier's efforts to improve liquidity and lower its debt load will likely provide financial flexibility, positioning it well to invest in new opportunities and accelerate growth. Also, easing inflation, a likely cut in interest rates in 2025, and steady growth in developed economies could further benefit the company.

此外,庞巴迪提升流动性和减少债务负担的努力可能为其提供财务灵活性,使其能够更好地投资于新机会并加速增长。同时,通胀的缓解、2025年可能的利率降低以及发达经济体的稳定增长可能会进一步利好公司。

Overall, the company is well-positioned to generate strong cash flows in the coming years. It expects to deliver more aircraft, witness stable order activity, and benefit from incremental aftermarket growth. These factors will drive its stock price higher and enable it to deliver notable returns.

总体而言,公司在未来几年内处于良好的位置,能够产生强劲的现金流。它预计将交付更多飞机,见证稳定的订单活动,并受益于售后市场的增量增长。这些因素将推动其股票价格上涨,并使其能够提供显著的回报。

译文内容由第三方软件翻译。


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