Canadian fairness markets prolonged their upward momentum on Monday, with the S&P/TSX Composite Index advancing 1.7%. A rebound in metallic costs, together with renewed curiosity in expertise shares, helped raise investor sentiment and drive the rally. Towards this bettering market sentiment, let’s take a more in-depth have a look at two prime shares you might take into account shopping for proper now to maximise your returns.
Celestica
Celestica (TSX:CLS) stands out as one of many prime Canadian shares to purchase proper now, pushed by its sturdy publicity to the high-growth synthetic intelligence (AI) market and its constant supply of strong quarterly outcomes. Final month, the corporate reported a wholesome fourth-quarter efficiency, with income surging 44% yr over yr to $3.65 billion, comfortably surpassing administration’s steering.
The sturdy outcomes have been led by the Connectivity & Cloud Options (CCS) section, which posted income development of 64%, greater than offsetting a modest 1% decline within the Superior Know-how Options (ATS) section. Inside CCS, {Hardware} Platform Options delivered $1.4 billion in income, representing a strong 72% year-over-year enhance, highlighting accelerating demand from cloud and hyperscale prospects.
Profitability additionally improved meaningfully. Celestica’s adjusted working margin expanded from 6.8% to 7.7%, driving adjusted earnings per share (EPS) of $1.89—up a formidable 70.3% yr over yr and effectively above administration’s steering vary of $1.65–$1.81.
Inspired by sustained momentum heading into 2026, administration raised its full-year steering. The up to date outlook implies income development of 37.2% yr over yr, whereas adjusted EPS may enhance by a powerful 44.6%, underscoring confidence within the firm’s execution and demand atmosphere.
Trying forward, rising AI adoption is prompting hyperscalers to considerably enhance infrastructure investments, creating a superb long-term development runway for Celestica. In parallel, the corporate continues to spend money on innovation, together with superior networking switches and next-generation storage options, additional strengthening its aggressive place.
Given the beneficial business backdrop, bettering margins, and powerful development initiatives, Celestica seems well-positioned to ship enticing returns and stays a superb inventory to purchase proper now.
Savaria
One other inventory I imagine represents a superb shopping for alternative proper now’s Savaria (TSX:SIS), a number one designer, producer, distributor, and installer of accessibility gear for each residential and industrial functions. Supported by a world manufacturing footprint, a powerful worldwide supplier community, and direct gross sales workplaces, Savaria is well-positioned to market and ship its merchandise worldwide.
Beneficial demographic traits proceed to underpin demand for Savaria’s choices. An ageing inhabitants, coupled with rising demand for in-home accessibility gear, is driving sustained demand for the corporate’s merchandise. To capitalize on this increasing demand, the corporate has been actively launching modern merchandise whereas pursuing strategic acquisitions to broaden its attain and capabilities. Most lately, Savaria accomplished the acquisition of Baxter Residential Elevators, a house elevator and raise supplier and installer working in North Texas. Baxter generated roughly $5.5 million in income final yr, and with Texas rating among the many fastest-growing U.S. states, the acquisition meaningfully strengthens Savaria’s presence in a high-growth market.
On the operational entrance, the implementation of the “Savaria One” initiative has enhanced effectivity throughout the group, serving to raise adjusted EBITDA margins above 20%. As well as, the corporate is optimizing its provide chain and North American manufacturing footprint to make sure dependable service and keep competitiveness amid ongoing geopolitical and macroeconomic uncertainties.
Contemplating these development drivers and operational enhancements, Savaria seems well-positioned to ship wholesome monetary efficiency and help continued share value appreciation. Furthermore, its month-to-month dividend of $0.0467 per share—presently yielding about 2.2%—and a lovely next-12-month price-to-earnings a number of of 18.7 make Savaria a superb inventory to purchase proper now.