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These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs). The rapid buildout of artificial intelligence infrastructure is perhaps the biggest catalyst, with a broad revival in the AI-Infrastructure trade leading to a sharp spike in EMS stocks on Wednesday. To that point, hyperscalers and enterprises are pouring capital into data centers that require increasingly sophisticated compute, storage, networking, optical, power, and cooling systems. At the same time, the transition toward 400G, 800G, and emerging 1.6T networking, along with growing adoption of automation, robotics, advanced medical equipment, and aerospace and defense electronics, is expanding opportunities well beyond traditional consumer electronics. These trends favor EMS providers with the engineering expertise, global manufacturing footprints, and supply-chain capabilities necessary to bring complex products from design to high-volume production. Reflecting these favorable conditions, the Zacks Electronics-Manufacturing Services Industry currently ranks in the top 3% of more than 240 Zacks industries, highlighting the strength of the group. Benefiting from this favorable backdrop, these four EMS stocks are positioned to capitalize on continued technology investment. Celestica – CLS Zacks Rank #1 (Strong Buy) Stock Price: $339 Year to Date (YTD) Performance: +14% Don't let Celestica's CLS) somewhat modest YTD stock performance fool you, as shares surged 9% in today's trading session and are now up more than 500% in the last two years. Celestica has emerged as one of the more direct beneficiaries of the AI infrastructure spending boom. The company provides design, engineering, advanced manufacturing, hardware platforms, and supply-chain solutions, with its Connectivity & Cloud Solutions business becoming an increasingly important growth engine.Zacks Investment Research Image Source: Zacks Investment Research Demand from hyperscale customers for AI compute and high-performance networking infrastructure has supported Celestica's rapid expansion, particularly as data centers migrate toward faster 400G and 800G networking technologies. Following Celestica's Q2 results in July, management raised its full-year 2026 revenue forecast to $20.5 billion (65% growth) and adjusted EPS guidance to $11.30 (86% growth). More importantly, Celestica expects its growth rate to accelerate further in 2027, supported by AI compute, networking, and rack-level programs. The EMS leader has moved beyond conventional contract manufacturing toward higher-value integrated technology solutions, which could help it capture a larger share of spending as AI infrastructure becomes more complex. Story Continues Continued investment in engineering, manufacturing capacity, and product innovation should further strengthen Celestica's competitive position. Hyperscalers require suppliers capable of handling sophisticated products at considerable scale, and Celestica's expanding capabilities make it well positioned to participate in the next phases of the AI data-center buildout. Analyst revisions are starting to play catch-up with Celestica's much stronger-than-expected guidance, and the current Zacks Consensus projects next year's sales to surge another 57% to nearly $32 billion with FY27 EPS expected to spike another 60% to $17.34.Zacks Investment Research Image Source: Zacks Investment Research Plexus – PLXS Zacks Rank #1 (Strong Buy) Stock Price: $271 YTD Performance: +85% Plexus PLXS) has the strongest YTD performance of the group and offers a somewhat different way to participate in the strength of the EMS industry. Rather than concentrating primarily on hyperscale AI infrastructure, Plexus has significant exposure to higher-complexity markets including healthcare and life sciences, aerospace and defense, and industrial applications.

Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?

Jabil Inc. JBL and Corning Incorporated GLW are prominent beneficiaries of the AI data-center buildout. Jabil is one of the largest global suppliers of electronics manufacturing services (EMS) solutions. It also offers networking, photonics, power and cooling solutions for AI infrastructure. Corning supplies optical fiber and connectivity technologies essential for high-speed AI data-center networks. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specific industrial and commercial applications. It also manufactures optical fibers, glass substrates for LCD and PC displays, automotive glass solutions and various laboratory equipment. With domain-specific expertise in core areas, both Jabil and Corning are strategically positioned in the tech-adjacent manufacturing landscape and have the means to cater to the evolving demands of business enterprises and AI/ML technology. Let us delve a little deeper into the companies' competitive dynamics to understand which of the two is relatively better placed in the industry. The Case for JBL With a presence across 100 locations in 30 countries, Jabil is likely to gain from secular growth drivers with strong margins and cash flow dynamics. Moreover, its unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply-chain insights and global product management expertise have put it in good stead. Management's focus on improving working capital management and integrating sophisticated AI and ML capabilities to enhance the efficiency of its internal processes is a major tailwind. Jabil's top line is expected to benefit from strength in AI data center infrastructure, capital equipment and warehouse automation markets. The company is likely to gain from the rapid adoption of 5G wireless and cloud computing in the long run. It is benefiting from solid demand in key end markets, together with excellent operational execution and skillful management of supply-chain dynamics. However, Jabil operates in a highly competitive environment, facing competition from both domestic and international electronic manufacturers, manufacturing service providers and designers like Sanmina Corporation SANM. The tense geopolitical situation between the United States and China, and the wars in Europe and the Middle East remain headwinds. Against the backdrop of this global uncertainty, low demand in some consumer-centric markets is negatively impacting its margins. Story Continues The Case for GLW Corning is benefiting from improved demand and the commercialization of its innovations. Its capabilities are becoming increasingly vital to diverse industries. The fiber optic solutions business is likely to be the key growth driver for GLW, aided by the increasing use of mobile devices that require efficient data transfer and networking systems. Supporting this trend is the proliferation of clouds, resulting in increased storage and even virtual computing. Since both consumers and enterprises are using networks more extensively, and the generated data is increasingly being used to train AI models, there is a solid demand for Corning's innovative optical connectivity products for generative AI applications. GLW's operating structure has been reorganized to align executive management and business teams around five Market-Access Platforms to unlock opportunities for valuable synergies. These are Mobile Consumer Electronics, Optical Communications, Automotive, Life Sciences and Display. Corning has a leadership position in each of these markets, which, along with focused marketing efforts, has proved conducive to growth. In addition, the reorganization has increased efficiency by creating the opportunity to reuse assets and capabilities developed for customers in one market ecosystem to serve customers in another. However, end market diversification is

Zacks.com featured highlights include Envista, Sanmina, TAL Education and Avient

For Immediate Release Chicago, IL – August 11, 2026 – Stocks in this week's article are Envista Corp. NVST, Sanmina Corp. SANM, TAL Education Group TAL and Avient Corp. AVNT. 4 Best PEG-Driven Value Stocks to Buy Now for Strong Returns At a time when volatility strikes every second day, investors often rely on value investing rather than other options like growth or momentum. As soon as other investors start selling their stocks at a cheaper rate in times of market uncertainty, value investors take this as an opportunity to pick good stocks at a discounted price. Several stocks that have surged significantly in the recent past have shown the overwhelming success of this pure-play investment strategy. Here, we discuss four such stocks — Envista Corp., Sanmina Corp., TAL Education Group and Avient Corp.. However, this apparently simple value investment technique has some drawbacks and not understanding the strategy properly may often lead to "value traps." In such a situation, these value picks start to underperform over the long run as the temporary problems, which once drove the share price down, turn out to be persistent. There are many value investment yardsticks, such as dividend yield, P/E or P/B, which are simple and can single out whether a stock is trading at a discount. However, for investors looking to escape such value traps, it is also vital to determine where the stock would be headed in the next 12 to 24 months. Warren Buffett advises these investors to focus on the earnings growth potential of a stock. This is where lies the importance of a not-so-popular value investing metric, the PEG ratio. PEG Ratio at a Glance The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate A low PEG ratio is always better for value investors. While P/E alone fails to identify a true value stock, PEG helps find the intrinsic value of a stock. There are some drawbacks to using the PEG ratio. It doesn't consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term. Hence, PEG-based investing can turn out to be even more rewarding if some other relevant parameters are also taken into consideration. Here are four stocks that qualified the screening: Envista: Headquartered in Brea, CA, Envista provides dental solutions through more than 30 brands, including Nobel Biocare, Ormco, DEXIS and Kerr. Its Specialty Products & Technologies segment, which generated 64.4% of 2025 revenues, offers dental implants, orthodontic products, aligners, prosthetics, treatment software and related technologies. Story Continues NVST currently has a Zacks Rank #1 and a Value Score of B. Envista also has an impressive five-year expected growth rate of 13.7%. You can see the complete list of today's Zacks #1 Rank stocks here. Sanmina: Headquartered in San Jose, CA, Sanmina provides electronics manufacturing, engineering and supply-chain solutions to OEMs across industrial, medical, defense, aerospace, automotive, communications and AI infrastructure markets. Its IMS segment, which generated 87.5% of 2025 revenues, covers PCB assembly, systems integration and fulfillment, while CPS provides advanced components and related services. Sanmina currently has a Zacks Rank #1 and a Value Score of B. SANM also has an impressive five-year expected growth rate of 27.4%. TAL Education: It provides smart learning solutions in China through small classes, personalized services, online courses and learning content across print, digital and device-based formats. Founded in 2003 and headquartered in Beijing, the company also offers educational software, learning devices, mobile applications, and related technology and consulting services. Apart from a discounted PEG and P/E, TAL currently has a Zacks Rank #1 and a Value Score of A. TAL has a long-term expected growth rate of 13.6%. Avient: It is a global specialty-materials compan

4 Best PEG-Driven Value Stocks to Buy Now for Strong Returns

At a time when volatility strikes every second day, investors often rely on value investing rather than other options like growth or momentum. As soon as other investors start selling their stocks at a cheaper rate in times of market uncertainty, value investors take this as an opportunity to pick good stocks at a discounted price. Several stocks that have surged significantly in the recent past have shown the overwhelming success of this pure-play investment strategy. Here, we discuss four such stocks — Envista Corporation NVST, Sanmina Corporation SANM, TAL Education Group TAL and Avient Corporation AVNT. However, this apparently simple value investment technique has some drawbacks and not understanding the strategy properly may often lead to "value traps." In such a situation, these value picks start to underperform over the long run as the temporary problems, which once drove the share price down, turn out to be persistent. There are many value investment yardsticks, such as dividend yield, P/E or P/B, which are simple and can single out whether a stock is trading at a discount. However, for investors looking to escape such value traps, it is also vital to determine where the stock would be headed in the next 12 to 24 months. Warren Buffett advises these investors to focus on the earnings growth potential of a stock. This is where lies the importance of a not-so-popular value investing metric, the PEG ratio. PEG Ratio at a Glance The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate A low PEG ratio is always better for value investors. While P/E alone fails to identify a true value stock, PEG helps find the intrinsic value of a stock. There are some drawbacks to using the PEG ratio. It doesn't consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term. Hence, PEG-based investing can turn out to be even more rewarding if some other relevant parameters are also taken into consideration. Here are some of the screening criteria for a winning strategy: PEG Ratio less than X Industry Median P/E Ratio (using F1) less than X Industry Median (for more accurate valuation purposes) Zacks Rank #1 (Strong Buy) or 2 (Buy) (Whether good market conditions or bad, stocks with a Zacks Rank #1 or 2 have a proven history of success.) Market Capitalization greater than $1 billion (This helps us to focus on companies that have strong liquidity.) Story Continues Average 20-Day Volume greater than 50,000 (A substantial trading volume ensures that the stock is easily tradable.) Percentage Change F1 Earnings Estimate Revisions (4 Weeks) greater than 5% (Upward estimate revisions add to the optimism, suggesting further bullishness.) Value Score of less than or equal to B: Our research shows that stocks with a Style Score of A or B when combined with a Zacks Rank #1, 2 or 3 (Hold) offer the best upside potential. Our PEG-Driven Picks Here are four stocks that qualified the screening: Envista: Headquartered in Brea, CA, Envista provides dental solutions through more than 30 brands, including Nobel Biocare, Ormco, DEXIS and Kerr. Its Specialty Products & Technologies segment, which generated 64.4% of 2025 revenues, offers dental implants, orthodontic products, aligners, prosthetics, treatment software and related technologies. NVST currently has a Zacks Rank #1 and a Value Score of B. Envista also has an impressive five-year expected growth rate of 13.7%. You can see the complete list of today's Zacks #1 Rank stocks here. Sanmina: Headquartered in San Jose, CA, Sanmina provides electronics manufacturing, engineering and supply-chain solutions to OEMs across industrial, medical, defense, aerospace, automotive, communications and AI infrastructure markets. Its IMS segment, which generated 87.5% of 2025 revenues, covers PCB assembly, systems integration and fulfillment, while CPS provides advanced comp

2 Mid-Cap Stocks to Target This Week and 1 Facing Headwinds

2 Mid-Cap Stocks to Target This Week and 1 Facing Headwinds Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo. These dynamics can rattle even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here are two mid-cap stocks with huge upside potential and one that could be down big. One Mid-Cap Stock to Sell: Mettler-Toledo (MTD) Market Cap: $28.48 billion With roots dating back to the precision balance innovations of Swiss engineer Erhard Mettler, Mettler-Toledo (NYSE:MTD) manufactures precision weighing instruments, analytical equipment, and product inspection systems used in laboratories, industrial settings, and food retail. Why Are We Cautious About MTD? Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy Anticipated sales growth of 4.9% for the next year implies demand will be shaky Diminishing returns on capital suggest its earlier profit pools are drying up Mettler-Toledo's stock price of $1,421 implies a valuation ratio of 28.7x forward P/E. Read our free research report to see why you should think twice about including MTD in your portfolio, it's free. Two Mid-Cap Stocks to Buy: Zscaler (ZS) Market Cap: $26.29 billion Pioneering the "zero trust" approach that has fundamentally changed enterprise network security, Zscaler (NASDAQ:ZS) provides a cloud-based security platform that connects users, devices, and applications securely without traditional network-based security hardware. Why Is ZS a Good Business? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale Strong free cash flow margin of 28.1% enables it to reinvest or return capital consistently At $164.55 per share, Zscaler trades at 6.9x forward price-to-sales. Is now a good time to buy? See for yourself in our full research report, it's free. Sanmina (SANM) Market Cap: $11.02 billion Founded in 1980, Sanmina (NASDAQ:SANM) is an electronics manufacturing services company offering end-to-end solutions for various industries. Story Continues Why Do We Love SANM? Annual revenue growth of 29.6% over the past two years was outstanding, reflecting market share gains this cycle Revenue outlook for the upcoming 12 months is outstanding and shows it's on track to gain market share Performance over the past two years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue Sanmina is trading at $205.74 per share, or 15.8x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Stocks We Like Even More ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it's flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments

Janus Henderson Group PLC Has $4.40 Million Stock Holdings in Sanmina Corporation $SANM

SG Americas Securities LLC Cuts Stock Position in Sanmina Corporation $SANM

Y Intercept Hong Kong Ltd Acquires 35,386 Shares of Sanmina Corporation $SANM

Inspire Investing LLC Makes New Investment in Sanmina Corporation $SANM

Vaughan Nelson Investment Management L.P. Increases Stock Holdings in Sanmina Corporation $SANM