5 Best Liquid Cooling Stocks to Buy for AI Data Centers

​3. Celestica Inc. (NYSE:CLS)

Number of Hedge Fund Holders: 71

​Celestica Inc. (NYSE:CLS) is one of the Best Liquid Cooling Stocks to Buy for AI Data Centers. On April 30, Bank of America Securities analyst Ruplu Bhattacharya reiterated a Buy rating on the stock with a price target of $490.

​The analyst noted that the bullish sentiment is driven by the company’s consistent outperformance and growth drivers in scale-out and scale-up networking. The analyst also noted that the demand for TPU servers is increasing, which can result in sustained strength and share gains in white-box switches for Celestica Inc. (NYSE:CLS).

​This bullish outlook comes after the company topped non-GAAP EPS estimates for FQ1 2026 by $0.08. The results were announced on April 27. During the quarter, revenue grew 52.8% year-over-year to $4.05 billion and the non-GAAP EPS came in at $2.16.

The management has noted significant strength to its FY27 revenue forecasts, particularly as the demand for liquid cooling, rack-scale AI, and co-packaged optics demand ramps up. ​Ruplu Bhattacharya from BofA finds the revenue surprise to be smaller due to order-timing and highlighted that management raised 2026 guidance by $2 billion.

​Celestica Inc. (NYSE:CLS) provides supply chain solutions to equipment manufacturers and service providers across the globe. The company’s operations are divided into the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments.