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BHE vs CLS
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. Celestica (CLS) Stock Comparison
Key Takeaways
- Both BHE and CLS operate in electronics manufacturing services (EMS), but they serve very different customer bases and AI-infrastructure exposures.
- BHE is a mid-cap, diversified manufacturer leaning on semiconductor capital equipment and private-AI computing, with a newly raised record revenue outlook near $3 billion.
- CLS is a much larger, hyperscaler-focused AI build partner growing rapidly but recently pressured by an unwinding in AI sentiment and customer concentration.
- Relative performance has diverged sharply: CLS has pulled back from its highs, while BHE has re-rated higher on margin and booking momentum.
- Risk profiles differ meaningfully: BHE offers diversification and a dividend, while CLS carries higher growth, higher concentration, and higher volatility.
- For more context on each name, visit BHE Major News and BHE 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 artificial-intelligence hardware boom often compare BHE and CLS because both build the complex systems behind modern data centers, yet they monetize the theme in different ways. Benchmark Electronics is a diversified contract manufacturer with growing exposure to semiconductor equipment and enterprise AI, while Celestica is a direct partner to hyperscalers deploying AI compute at scale. This stock comparison is most relevant to investors weighing diversified quality and dividends against faster, more concentrated growth — and to traders gauging how shifting AI sentiment affects two very different points on the EMS spectrum.
BHE Overview and Recent Performance
BHE, or Benchmark Electronics, is a Tempe, Arizona-based electronics manufacturing and engineering services company serving semiconductor capital equipment, advanced computing and communications, industrial, medical, and aerospace and defense markets. Its recent market activity reflects renewed momentum: in its latest reported quarter, revenue rose roughly 18% year over year, and management raised its full-year revenue outlook to a record of about $3 billion, implying roughly 13% growth. Semiconductor capital equipment remains the largest segment at close to 30% of the mix, while advanced computing and communications — a key beneficiary of private-AI infrastructure demand — has grown sharply. Analysts have maintained a broadly constructive view, with price targets above recent trading levels, and the company continues to pay a quarterly dividend, underscoring its more mature, cash-generating profile.
CLS Overview and Recent Performance
CLS, or Celestica, is a Toronto-based design, manufacturing, and supply-chain partner whose Connectivity & Cloud Solutions segment has become a direct engine of hyperscaler AI compute. Its recent results have been exceptionally strong: quarterly revenue grew more than 60% year over year, with record adjusted operating margin and full-year revenue guidance raised toward $20.5 billion. However, recent market activity has been more volatile. After a dramatic multi-year run, shares pulled back sharply in recent weeks as broader AI-infrastructure sentiment cooled, and the company completed a sizeable equity offering to fund capacity. With a handful of large cloud customers accounting for a substantial share of revenue, CLS offers powerful operating momentum paired with meaningful concentration risk.
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Head-to-Head Comparison
Although both companies compete in electronics manufacturing, their business models diverge sharply. BHE is a smaller, more diversified operator with revenue spread across five sectors and a meaningful semiconductor-capital-equipment base; its growth is steady and its payout provides an income component. CLS is a hyperscaler-aligned growth story, with scale many times larger and revenue concentrated among a few major cloud customers. Growth drivers also differ: BHE benefits from fab-equipment cycles and enterprise AI, while CLS rides networking-switch ramps and AI-compute programs. On risk, CLS carries customer concentration, heavy capital spending, and higher volatility, whereas BHE faces thinner margins and cyclical end markets. Recent momentum and market positioning reflect these trade-offs, with BHE re-rating upward and CLS consolidating after an extended advance.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, a systematic approach would likely favor BHE at present. Its record revenue guidance, rising margins, broader diversification, and constructive analyst revisions suggest a steadier, more consistent uptrend, whereas CLS — despite superior growth — currently faces elevated volatility, concentration concerns, and a sentiment-driven pullback that makes its trend less reliable in the near term. This is a probabilistic assessment rooted in relative momentum and risk, not a definitive prediction; should AI-sentiment stabilize and CLS sustain its earnings beats, its higher-beta profile could reassert itself quickly.
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 BHE is a Buy and CLS is a Hold.
BHE in upward trend: price expected to rise as it breaks its lower Bollinger Band on November 05, 2026
BHE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 35 of 43 cases where BHE's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BHE's RSI Oscillator exited the oversold zone, 18 of 23 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 78%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 3 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +5.36% 3-day Advance, the price is estimated to grow further. Considering data from situations where BHE advanced for three days, in 228 of 337 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BHE as a result. In 61 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 69%.
The Moving Average Convergence Divergence Histogram (MACD) for BHE 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 53 similar instances when the indicator turned negative. In 33 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.
BHE 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.
The 10-day moving average for BHE crossed bearishly below the 50-day moving average on October 20, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 16 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 44%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BHE 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 59%.
The Aroon Indicator for BHE entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 43 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 56 (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 59 (best 1 - 100 worst) indicates that the company is fair valued 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: P/B Ratio (1.944) is normal, around the industry mean (3.856). P/E Ratio (40.811) is within average values for comparable stocks, (6.228). BHE's Projected Growth (PEG Ratio) (0.010) is slightly lower than the industry average of (0.930). Dividend Yield (0.011) settles around the average of (0.021) among similar stocks. P/S Ratio (0.950) is also within normal values, averaging (4.422).
The Tickeron Price Growth Rating for this company is 63 (best 1 - 100 worst), indicating steady price growth. BHE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 83 (best 1 - 100 worst), indicating weak sales and an unprofitable 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.
CLS's RSI Indicator ascends from oversold territory
The RSI Indicator for CLS moved out of oversold territory on November 09, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 19 similar instances when the indicator left oversold territory. In 17 of the 19 cases the stock moved higher. This puts the odds of a move higher at 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +8.33% 3-day Advance, the price is estimated to grow further. Considering data from situations where CLS advanced for three days, in 310 of 370 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.
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 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 79%.
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 49 similar instances when the indicator turned negative. In 38 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 78%.
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.
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 10 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 83%.
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%.
The Aroon Indicator for CLS entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
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 51 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock slightly better than average.
The Tickeron Valuation Rating of 66 (best 1 - 100 worst) indicates that the company is fair valued 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 (10.512) is slightly higher than the industry average of (3.856). P/E Ratio (21.331) is within average values for comparable stocks, (6.228). CLS's Projected Growth (PEG Ratio) (0.030) is slightly lower than the industry average of (0.930). Dividend Yield (0.000) settles around the average of (0.021) among similar stocks. P/S Ratio (2.388) is also within normal values, averaging (4.422).
The Tickeron Price Growth Rating for this company is 85 (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 PE Growth Rating for this company is 94 (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.
BHE | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 59 Fair valued | 66 Overvalued | |
PROFIT vs RISK RATING 1..100 | 43 | 51 | |
SMR RATING 1..100 | 83 | 20 | |
PRICE GROWTH RATING 1..100 | 63 | 85 | |
P/E GROWTH RATING 1..100 | 56 | 94 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
BHE's Valuation (59) in the Electronic Components industry is in the same range as CLS (66). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
BHE's Profit vs Risk Rating (43) in the Electronic Components industry is in the same range as CLS (51). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is somewhat better than the same rating for BHE (83). This means that CLS’s stock grew somewhat faster than BHE’s over the last 12 months.
BHE's Price Growth Rating (63) in the Electronic Components industry is in the same range as CLS (85). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
BHE's P/E Growth Rating (56) in the Electronic Components industry is somewhat better than the same rating for CLS (94). This means that BHE’s stock grew somewhat faster than CLS’s over the last 12 months.
| BHE | CLS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 73% | 2 days ago 86% |
| Momentum ODDS (%) | 2 days ago 69% | 3 days ago 79% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 62% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 74% |
| Advances ODDS (%) | 2 days ago 68% | 2 days ago 84% |
| Declines ODDS (%) | 7 days ago 59% | 7 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 81% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 71% |
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).
BHE’s FA Score shows that 0 FA rating(s) are green while CLS’s FA Score has 1 green FA rating(s).
- BHE’s FA Score: 0 green, 5 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.
BHE’s TA Score shows that 4 TA indicator(s) are bullish while CLS’s TA Score has 4 bullish TA indicator(s).
- BHE’s TA Score: 4 bullish, 6 bearish.
- CLS’s TA Score: 4 bullish, 7 bearish.
Price Growth
BHE (@Electronic Components) experienced а -10.28% price change this week, while CLS (@Electronic Components) price change was -13.87% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.27%. For the same industry, the average monthly price growth was -11.99%, and the average quarterly price growth was -18.34%.
Reported Earning Dates
BHE is expected to report earnings on Feb 03, 2027.
CLS is expected to report earnings on Jan 27, 2027.
Industries' Descriptions
@Electronic Components (+4.27% 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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BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then PLXS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | +0.51% | ||
| PLXS - BHE | 78% Closely correlated | -0.22% | ||
| LFUS - BHE | 74% Closely correlated | -0.59% | ||
| TTMI - BHE | 73% Closely correlated | -4.12% | ||
| VSH - BHE | 72% Closely correlated | +1.44% | ||
| CTS - BHE | 72% Closely correlated | +1.62% | ||
More | ||||
CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been closely correlated with FN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FN could also see price increases.
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMXX | 23.32 | N/A | N/A |
| Corgi Emerging Markets 2x Daily ETF (EMXX) | |||
| PIO | 45.53 | -0.15 | -0.32% |
| Invesco Global Water ETF (PIO) | |||
| MOO | 83.75 | -0.35 | -0.42% |
| VanEck Agribusiness ETF (MOO) | |||
| DSTX | 35.86 | -0.47 | -1.31% |
| Distillate International Fundamental Stability & Value ETF (DSTX) | |||
| SLON | 19.88 | -1.55 | -7.23% |
| ProShares Ultra Solana ETF (SLON) | |||