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APH vs CLS
Which Stock Would AI Choose? Amphenol (APH) vs. Celestica (CLS) Stock Comparison
Key Takeaways
- Amphenol (APH) is a diversified maker of electrical, electronic, and fiber-optic connectors and interconnect systems, while Celestica (CLS) is an electronics manufacturing services (EMS) provider that designs, builds, and supports hardware for large technology customers.
- Both companies are leveraged to artificial intelligence (AI) data center investment, but APH supplies the physical interconnect content inside AI systems, whereas CLS assembles and integrates the networking and computing hardware itself.
- APH's growth is more diversified across defense, industrial, automotive, and communications end markets, while CLS is far more concentrated on a small number of hyperscaler customers.
- Recent market sentiment has favored APH's more stable profile, while CLS has experienced a sharp pullback as the broader "AI trade" has partially unwound.
- For additional context on each company's latest developments, explore APH Major News and APH Today's Price Move, as well as CLS Major News and CLS Today's Price Move.
- To see how automated strategies are positioning across these and thousands of other tickers, explore Trending AI Robots.
Introduction
Investors tracking the AI infrastructure build-out frequently encounter two very different companies with overlapping end-market demand: APH and CLS. Amphenol manufactures the connectors, sensors, and interconnect systems that transmit power and data inside electronic devices, while Celestica provides design, manufacturing, and supply chain services for the hardware those systems require. This stock comparison is relevant for traders and investors weighing a diversified component supplier against a concentrated, high-growth manufacturing partner, each with distinct risk, volatility, and market positioning profiles.
APH Overview and Recent Performance
Amphenol Corporation designs and manufactures electrical, electronic, and fiber-optic connectors, antennas, sensors, and interconnect systems used across IT datacom, defense, industrial, automotive, mobile devices, and commercial aerospace markets. In recent quarters, AI-driven demand for high-speed copper, fiber-optic, and power interconnects has been a primary growth engine, with the IT datacom market representing a substantial share of revenue. The company's acquisition of CommScope's Connectivity and Cable Solutions business, which closed in early 2026, broadened its portfolio in high-speed copper, fiber, and power interconnects. Recent market activity has reflected strong order momentum and healthy book-to-bill ratios (a measure of new orders relative to sales), alongside a larger debt load following the acquisition. Sentiment has been supported by broad-based demand and improving operating leverage, though the stock trades at a premium valuation relative to the broader technology sector.
CLS Overview and Recent Performance
Celestica Inc. operates as an electronics manufacturing services provider, offering design, engineering, manufacturing, and supply chain solutions through two segments: Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS). The company has become closely tied to AI infrastructure through its work for major cloud and hyperscaler customers, including the production of high-bandwidth networking switches and AI compute platforms. Revenue growth has accelerated sharply in recent periods, supported by 800G switching and an upcoming ramp of 1.6T programs. However, recent market activity has been more volatile: Celestica shares pulled back significantly from earlier highs as concerns about the sustainability of AI-related capital spending weighed on sentiment, and the company priced a sizable equity offering in August 2026. This concentration of demand among a few large customers contributes to higher sensitivity to shifts in the AI investment narrative.
Trending AI Robots
Tickeron's Trending AI Robots page showcases a curated selection of automated trading strategies. While Tickeron hosts hundreds of AI Trading Bots that collectively trade thousands of different tickers, only the strategies best suited to current market conditions earn a place in this featured section. These bots differ in trading style, strategy, timeframe, performance statistics, and the set of tickers they monitor, ranging from short-term swing approaches to longer-term trend-following models. The curated list helps traders identify strategies whose historical performance and risk parameters align with prevailing conditions. For those seeking a systematic, data-driven perspective on names such as APH and CLS, exploring the Trending AI Robots page offers a practical starting point.
Head-to-Head Comparison
The two companies occupy different layers of the technology supply chain. Amphenol sells standardized, high-margin component content into a broad array of industries, giving it diversification that can cushion weakness in any single market. Celestica, by contrast, is a contract manufacturer whose revenue is highly concentrated among a few hyperscaler customers, creating faster growth but greater sensitivity to individual client programs and broader AI spending sentiment.
Growth drivers differ as well. APH benefits from rising interconnect content per AI system and cross-selling from recent acquisitions, while CLS benefits from scaling production of specific switching and compute platforms. On risk, APH carries elevated debt following its CommScope deal and faces a premium valuation, whereas CLS faces customer concentration, heavy capital spending to build capacity, and notable share-price volatility. In terms of market positioning, APH's steadier, diversified profile contrasts with CLS's higher-beta, momentum-driven exposure to the AI infrastructure cycle.
Tickeron AI Verdict
Based on observable factors such as trend consistency, diversification, and relative stability, Tickeron's AI would currently lean toward APH. Amphenol's broader end-market exposure, sustained order momentum, and improving operating leverage suggest a more consistent trend profile, whereas CLS is currently characterized by higher volatility and a more pronounced drawdown tied to shifting AI sentiment. That said, Celestica retains stronger near-term revenue growth and a lower forward earnings multiple, which could support momentum if AI spending expectations stabilize. The assessment is probabilistic rather than definitive, reflecting the distinct risk-reward trade-offs each stock presents.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APH is a Hold and CLS is a Hold.
APH in upward trend: price may ascend as a result of having broken its lower Bollinger Band on October 22, 2026
APH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 36 cases where APH's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where APH's RSI Indicator exited the oversold zone, 10 of 13 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 77%.
Following a +4.95% 3-day Advance, the price is estimated to grow further. Considering data from situations where APH advanced for three days, in 245 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
The Aroon Indicator entered an Uptrend today. In 229 of 313 cases where APH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 73%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on APH as a result. In 49 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 58%.
The Moving Average Convergence Divergence Histogram (MACD) for APH turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 51 similar instances when the indicator turned negative. In 34 of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
APH moved below its 50-day moving average on October 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for APH crossed bearishly below the 50-day moving average on October 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 15 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 83%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock better than average.
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 47 (best 1 - 100 worst), indicating steady price growth. APH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 66 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: APH's P/B Ratio (12.623) is slightly higher than the industry average of (4.517). P/E Ratio (37.762) is within average values for comparable stocks, (5.928). Projected Growth (PEG Ratio) (0.968) is also within normal values, averaging (1.658). Dividend Yield (0.006) settles around the average of (0.019) among similar stocks. P/S Ratio (6.859) is also within normal values, averaging (4.796).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
CLS in downward trend: price dove below 50-day moving average on October 14, 2026
CLS moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend. In 31 of 34 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CLS as a result. In 63 of 81 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 78%.
The Moving Average Convergence Divergence Histogram (MACD) for CLS turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 50 similar instances when the indicator turned negative. In 32 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 64%.
The 10-day moving average for CLS crossed bearishly below the 50-day moving average on October 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
The 50-day moving average for CLS moved below the 200-day moving average on October 15, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CLS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 75%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CLS's RSI Oscillator exited the oversold zone, 18 of 19 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 90%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 43 of 51 cases where CLS's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 84%.
Following a +21.55% 3-day Advance, the price is estimated to grow further. Considering data from situations where CLS advanced for three days, in 314 of 374 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.
CLS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 298 of 331 cases where CLS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 90%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 20 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 40 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock slightly better than average.
The Tickeron Valuation Rating of 72 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: CLS's P/B Ratio (13.505) is very high in comparison to the industry average of (4.517). P/E Ratio (27.404) is within average values for comparable stocks, (5.928). Projected Growth (PEG Ratio) (0.030) is also within normal values, averaging (1.658). Dividend Yield (0.000) settles around the average of (0.019) among similar stocks. P/S Ratio (2.388) is also within normal values, averaging (4.796).
The Tickeron Price Growth Rating for this company is 79 (best 1 - 100 worst), indicating slightly worse than average price growth. CLS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
APH | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 40 | |
SMR RATING 1..100 | 27 | 20 | |
PRICE GROWTH RATING 1..100 | 47 | 79 | |
P/E GROWTH RATING 1..100 | 66 | 88 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CLS's Valuation (72) in the Electronic Components industry is in the same range as APH (77). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (11) in the Electronic Components industry is in the same range as CLS (40). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is in the same range as APH (27). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
APH's Price Growth Rating (47) in the Electronic Components industry is in the same range as CLS (79). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's P/E Growth Rating (66) in the Electronic Components industry is in the same range as CLS (88). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
| APH | CLS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 62% | 2 days ago 84% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 84% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 74% |
| Advances ODDS (%) | 3 days ago 70% | 4 days ago 84% |
| Declines ODDS (%) | 10 days ago 56% | 2 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 90% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APH’s FA Score shows that 2 FA rating(s) are green while CLS’s FA Score has 1 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- CLS’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APH’s TA Score shows that 4 TA indicator(s) are bullish while CLS’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 4 bullish, 6 bearish.
- CLS’s TA Score: 5 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а +7.03% price change this week, while CLS (@Electronic Components) price change was +2.12% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +1.56%. For the same industry, the average monthly price growth was -14.64%, and the average quarterly price growth was -16.23%.
Reported Earning Dates
APH is expected to report earnings on Jan 27, 2027.
CLS is expected to report earnings on Jan 27, 2027.
Industries' Descriptions
@Electronic Components (+1.56% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
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APH and
Correlation & Price change
A.I.dvisor indicates that over the last year, APH has been loosely correlated with TEL. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if APH jumps, then TEL could also see price increases.
| Ticker / NAME | Correlation To APH | 1D Price Change % | ||
|---|---|---|---|---|
| APH | 100% | -3.39% | ||
| TEL - APH | 65% Loosely correlated | -4.37% | ||
| BELFA - APH | 53% Loosely correlated | +0.90% | ||
| BELFB - APH | 53% Loosely correlated | +0.18% | ||
| BHE - APH | 53% Loosely correlated | -5.46% | ||
| CLS - APH | 53% Loosely correlated | -6.09% | ||
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | -6.09% | ||
| FN - CLS | 65% Loosely correlated | -6.13% | ||
| TTMI - CLS | 59% Loosely correlated | -5.35% | ||
| BHE - CLS | 57% Loosely correlated | -5.46% | ||
| FLEX - CLS | 56% Loosely correlated | -7.08% | ||
| GLW - CLS | 54% Loosely correlated | -4.32% | ||
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