Celestica Stock And 2 More AI Infrastructure Picks For High Growth Investors

US inflation expectations nudged lower in July, which can give growth focused investors a little more breathing room as central banks weigh their next moves. In that context, stocks from a Healthy high growth potential screener look especially interesting since analysts see strong earnings growth and solid balance sheets. This article walks through 3 standouts from the screener so you can see which profiles best fit your portfolio.

The three stocks below are just a sample, with the full screen surfacing 56 more companies that share similar growth and balance sheet profiles but are not covered in this article. To go straight to the source and identify, filter, and analyze the highest conviction ideas, head into the Healthy high growth potential screener.

Celestica (TSX:CLS)

Celestica is a Toronto based supply chain and electronics manufacturing company that designs, builds, and manages complex hardware platforms for original equipment makers, cloud providers, and hyperscalers, including work on AMD’s Helios rack scale AI platform. It generates most of its revenue from Connectivity and Cloud Solutions at about US$12.3b, with Advanced Technology Solutions contributing around US$3.3b. This gives investors exposure to both AI centric cloud gear and higher value industrial, aerospace, and HealthTech work. The company is large cap, with a market value of roughly CA$51.0b.

Investors looking at AI infrastructure plays may find Celestica interesting because it sells the hardware platforms that hyperscalers need for high speed networking and rack scale AI systems, while also pushing further into higher margin industrial and aerospace work. Analysts expect strong revenue and earnings growth, and many recently lifted their price targets after Celestica raised its 2026 outlook and reported Q2 2026 margins of 8.2%. The trade off is meaningful risk from customer concentration and funding, especially after the multi billion dollar equity raise this month and heavy use of external borrowings. How those factors interact with AI demand over the next few years is a key question that many investors are now working through.

Celestica’s accelerating AI hardware story and higher margin industrial work look exciting, yet the real twist lies in how funding needs and customer concentration shape that potential. Get the 4 key rewards and 2 important warning signs (1 is major!)

Build your own AI hardware and high growth shortlist

Celestica and the other two stocks in this article all surfaced from a single Simply Wall St screen, but the real edge comes from filters that match your own style. Use our customisable Screener to blend growth, balance sheet strength, valuation and risk filters, or jump straight into our curated Investing Ideas for ready made shortlists.

SSR Mining (TSX:SSRM)

SSR Mining is a Denver based precious metals producer with operations across the Americas that focus on gold and silver, plus by products like copper, lead, and zinc. Revenue is largely driven by its Marigold mine at about $620 million, the CC&V mine at roughly $581 million, and the Puna and Seabee assets contributing around $570 million and $162 million respectively. The stock sits in large cap territory with a market value of about CA$9.0 billion.

SSR Mining appears on many growth watchlists because it couples high quality earnings and a forecast 21.21% annual earnings growth rate with a refocused portfolio in the Americas and a large cash pile after exiting Türkiye. The company now carries no debt and holds about $1.8 billion in cash. It is returning capital through buybacks and a reinstated dividend, while still targeting mine life extensions and organic growth. The catch is that production remains exposed to cost pressures, development timelines, and the history of mixed longer term earnings trends. As a result, the current P/E discount and analyst upside story depend on whether you think this new, cash rich footprint can deliver more consistent results than the last cycle.

SSR Mining’s cash rich, zero debt balance sheet and refocused Americas portfolio could be masking a very different earnings profile than many investors assume. Review the SSR Mining financial health report

Americas Gold and Silver (TSX:USA)

Americas Gold and Silver is a Toronto headquartered miner that explores, develops, and produces gold, silver, zinc, lead, and other by products across the Americas. The company currently reports about $162 million in revenue from metals and mining, focused on gold and other precious metals, and has a market value of roughly CA$2.4 billion.

Americas Gold and Silver has attracted attention because higher grade silver and copper zones at Cosalá and productivity upgrades at the Galena Complex are tied directly to revenue growth, rising margins, and stronger cash generation. At the same time, you are dealing with a company that still carries meaningful debt, has a concentrated asset base, and has seen insider selling and recent shareholder dilution. For investors who can tolerate volatility and funding risk, the combination of balance sheet clean up and fresh high grade drill results could make the next few years very different from the story the recent financials suggest.

Americas Gold and Silver’s high grade potential and recent balance sheet cleanup could be setting up a story many investors are underestimating. Scan the 2 key rewards and 3 important warning signs

Curious To Explore High Conviction Alternatives

Fresh ideas often move first while the data is still under the radar. Before the next breakout momentum run gets fully caught by the crowd, consider taking a closer look now.

• Explore potential momentum in digital assets by scanning a curated mix of businesses tied to blockchain infrastructure and platforms using the 20 cryptocurrency and blockchain stocks.
• Identify quietly improving balance sheets before broader attention arrives by reviewing the hand picked list of solid balance sheet and fundamentals (12 results).
• Evaluate potential yield and resilience by checking a focused 5 dividend fortresses while payouts and balance strength still look compelling.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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