Synthetic intelligence (AI) is now being rolled out throughout total industries. From huge information centres to international provide chains, companies are utilizing AI to work quicker, minimize prices, and discover new methods to develop.
For Silly buyersshopping for basically robust Canadian AI shares proper now may assist earn strong returns in the long term. On this article, I’ll spotlight two TSX-listed shares, Celestica (TSX:CLS) and Kinaxis (TSX:KXS), as they appear to have the potential to immensely profit from the AI pattern.
Celestica inventory
If you need publicity to the {hardware} facet of AI, Celestica could possibly be a fantastic inventory to think about as we speak. This Toronto-based firm designs and manufactures {hardware} platforms and provide chain options for international prospects. A rising a part of its enterprise backs information centres and cloud infrastructure, that are actually necessary for AI workloads.
After leaping 122% over the past 12 months, its inventory at the moment trades near $404 per share, giving it a market capitalization of about $46.4 billion. As an alternative of paying dividends, this agency is reinvesting closely to develop manufacturing capability and meet robust buyer demand.
Within the December 2025 quarter, Celestica’s income jumped 44% YoY (year-over-year) to US$3.7 billion. Extra importantly, its adjusted earnings for the quarter jumped practically 70% to US$1.89 per share.
Going ahead, the corporate expects its 2026 income to climb additional to US$17 billion and adjusted earnings to US$8.75 per share. To assist that development, Celestica plans to take a position about US$1 billion in capital expenditures in 2026, which is able to assist it develop its manufacturing footprint and align with prospects’ long-term AI infrastructure plans.
With fast-growing income, rising earnings, and robust visibility tied to AI infrastructure demand, Celestica inventory stays one of the crucial compelling AI shares in Canada.
Kinaxis inventory
Whereas Celestica focuses on constructing the bodily infrastructure behind AI, Kinaxis applies AI on to enterprise decision-making. This Ottawa-based software program agency gives its Maestro platform, which helps massive organizations handle and optimize advanced international provide chains. KXS inventory trades at $128.05 per share, giving it a market cap of roughly $3.5 billion.
Within the September 2025 quarter, Kinaxis posted an 11% YoY enhance in its complete income to US$134.6 million. Its core software-as-a-service (SaaS) income additionally grew 17% YoY, displaying strong demand for its cloud-based platform. Through the quarter, annual recurring income (ARR) elevated 17% YoY to US$407 million, giving the corporate robust visibility into future gross sales.
The corporate’s Maestro Brokers may act as future development drivers, that are AI-powered instruments designed to spice up productiveness for provide chain planners. A lot of its early enterprise prospects who’ve tried these brokers have reported notable effectivity positive aspects, which displays the real-world worth of Kinaxis’ AI options.
For the full-year 2025, the corporate expects complete income between US$535 million and US$550 million. It has additionally guided for SaaS development of 15% to 17% and adjusted EBITDA (earnings earlier than curiosity, taxes, depreciation, and amortization) margins between 24% and 26%.
With rising recurring income and enhancing margins, Kinaxis gives a balanced mixture of innovation and monetary self-discipline.