Celestica Stock And 2 AI Infrastructure Picks With Healthy Growth Potential

Global trade data in 2026 shows export orders for AI and tech related goods reaching record levels, which signals strong demand for companies that can grow earnings sensibly while keeping balance sheets in check. That backdrop puts healthy high growth potential stocks in a sweet spot for investors who do not want to rely only on cost cutting stories. This article highlights three stand out candidates from that screener.

The three stocks below are just a starting sample, since the full healthy high growth potential screen surfaced 57 more companies with equally compelling narratives that are not covered here. To identify and analyze those additional ideas, head straight into the Healthy high growth potential screener.

Kraken Robotics (TSXV:PNG)

Kraken Robotics is a marine technology company that supplies sonar and optical sensors, underwater batteries and robotic survey services to military and commercial customers worldwide, with its Synthetic Aperture Sonar and KATFISH towed SAS directly tying it to the healthy high growth potential theme. The business is split between Products at about CA$66 million of revenue and Services at about CA$41 million. Kraken Robotics has a market cap of roughly CA$1.8b.

Kraken Robotics provides exposure to subsea defense and offshore energy through its SAS systems, KATFISH towed arrays and SeaPower batteries. These offerings are now backed by the larger technology footprint gained from the Covelya acquisition. Analysts expect earnings growth over the next few years as SAS linked products and higher margin services scale. However, the company is still loss making today and has taken on more debt and integration work to fund and absorb Covelya. In addition, recent insider selling and reliance on external funding make this a higher potential but execution sensitive growth case that calls for close monitoring of orders, profitability progress and balance sheet discipline.

Kraken Robotics has earnings that could accelerate as SAS products and services scale. However, its debt load and loss-making status still raise questions. Get the fuller picture in the 2 key rewards and 1 important warning sign

Build your own high growth robotics shortlist

Kraken Robotics and the other two stocks here all surfaced from a single screen, which shows how powerful it can be when you set the rules yourself. Use our flexible Screener to mix filters like earnings growth, balance sheet strength and risk checks, or jump straight into our curated Investing Ideas for ready made shortlists.

Cameco (TSX:CCO)

Cameco is a CA$58.1b nuclear fuel company that supplies uranium and related services to power utilities across the Americas, Europe and Asia, with its Uranium segment as the clearest link to the Healthy high growth potential theme. Alongside this mining arm, it earns revenue from Fuel Services of about CA$0.6b and a CA$3.4b contribution from Westinghouse, which provides nuclear reactor technology and services, while smaller items sit in Other and Unallocated Adjustments. This mix gives Cameco multiple ways to participate in nuclear power demand while still being anchored by uranium production.

Investors looking at Cameco today are really weighing up a nuclear fuel specialist with a direct line into uranium demand against real execution and valuation questions. The long list of planned AP1000 reactors, a strong Westinghouse pipeline and analysts’ high earnings growth forecasts all speak to meaningful upside if nuclear build outs and long term contracts land as expected. At the same time, recent margin pressure, production issues at key mines and a premium P/S multiple mean a lot already rides on that growth story playing out. For anyone interested in the uranium theme, Cameco is hard to ignore, but the risk reward balance needs careful attention.

Cameco’s growth story around uranium and Westinghouse looks powerful, yet the recent margin pressure and production issues suggest investors are not seeing the full picture. Get the 2 key rewards and 1 important warning sign

Celestica (TSX:CLS)

Celestica is a supply chain and electronics manufacturing partner that builds and designs complex hardware for original equipment makers, cloud providers and hyperscalers. Its rack scale AI platforms for those hyperscalers are the clearest link to the Healthy high growth potential theme. Most revenue comes from the Connectivity & Cloud Solutions segment at about US$12.3b, while Advanced Technology Solutions adds roughly US$3.3b across aerospace, industrial, HealthTech and other end markets. Celestica has a market cap of about CA$49.7b.

Celestica provides direct exposure to the build out of AI and cloud infrastructure, where hyperscalers are relying on the company for high end networking gear and rack scale AI platforms such as the Helios project with AMD. Analysts expect earnings and revenue to grow faster than the wider market over the next few years, supported by rising margins and strong Return on Equity. At the same time, the stock is reported to trade below some fair value estimates and analyst targets. The key risks include heavy dependence on a small group of large hyperscaler customers, high non cash earnings and ongoing funding needs for new AI programs, which could all amplify volatility if orders slow or programs slip. That combination of growth potential, concentration risk and funding questions makes Celestica a company that may warrant a closer look within this screener theme.

Celestica’s AI hardware story is accelerating while the stock is reported to trade below some fair value estimates. See how the growth setup and concentration risks really stack up in the analyst forecasts for Celestica

Seeking Alternatives Before The Crowd Moves

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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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