3 AI Stocks to Buy Before September for Huge Upside

Artificial intelligence (AI) continues to command investors’ attention as companies race to deploy generative AI, build advanced computing capabilities and integrate AI into everyday business operations. The rapid adoption of AI is creating a powerful, long-term investment opportunity across the technology landscape, extending beyond chipmakers to companies that provide servers, networking equipment, storage and other critical infrastructure.

The AI boom is also fueling an unprecedented wave of infrastructure spending. Hyperscalers and enterprises are committing billions of dollars to data centers, high-performance computing systems and networking capacity needed to train and run increasingly sophisticated AI models. This spending trend is creating attractive opportunities for companies supplying the hardware and systems behind the AI ecosystem. Against this backdrop, Dell Technologies Inc. DELL, Sanmina Corporation SANM and Celestica Inc. CLS stand out as three stocks to consider before September.

Our Choices

The stocks below flaunt a Zacks Rank #1 (Strong Buy) or Rank #2 (Buy). The search was also narrowed down with a VGM Score of A or B. Here, V stands for Value, G for Growth and M for Momentum. The score is a weighted combination of these three metrics. Such a score allows you to eliminate the negative aspects of stocks and select winners. You can see the complete list of today’s Zacks #1 Rank stocks here.

Dell Technologies is one of the most direct beneficiaries of the AI data-center buildout outside the semiconductor industry. The company supplies AI servers, storage and networking infrastructure to hyperscalers and other customers deploying increasingly powerful AI systems. Dell's growing AI backlog provides visibility into future demand, while its ability to deliver complete infrastructure solutions strengthens its competitive position.

Zacks has also highlighted Dell as a strong growth and momentum stock, underscoring the combination of improving business fundamentals and favorable market performance alongside potential growth. DELL’s expected earnings growth rate for the current year is 86%. The Zacks Consensus Estimate for its current-year earnings has increased 2.2% over the past 60 days. This Zacks Rank #2 company has a VGM Score of A.

Sanmina is a less widely followed but compelling AI infrastructure play. The company provides electronics manufacturing and integrated production services for sophisticated computing, networking and communications equipment. Its exposure to AI hardware demand is strengthening as customers expand data-center capacity and require increasingly complex systems. Sanmina recently reported better-than-expected fiscal third-quarter earnings and revenues, while its fiscal 2026 outlook has benefited from stronger AI-related demand.

SANM’s expected earnings growth rate for the current year is 96.9%. The Zacks Consensus Estimate for its current-year earnings has increased 5.9% over the past 60 days. This Zacks Rank #1 company has a VGM Score of A.

Celestica has emerged as a major beneficiary of the rapid expansion of AI computing and networking infrastructure. The company manufactures advanced systems used in cloud computing, data centers and communications, giving it exposure to the capital-spending boom surrounding AI. Zacks has highlighted rising 2026 and 2027 earnings estimates as AI compute and related businesses gain momentum. Celestica has also raised its outlook as demand for networking and new data-center products accelerates.

CLS’ expected earnings growth rate for the current year is 80.2%. The Zacks Consensus Estimate for its current-year earnings has increased 7.3% over the past 60 days. This Zacks Rank #1 company has a VGM Score of B.

Bottom Line

DELL, SANM and CLS provide diversified exposure to the AI revolution without relying solely on chipmakers. Dell is benefiting from strong demand for AI servers and data-center infrastructure, while Sanmina and Celestica are gaining from growing demand for advanced electronics, computing systems and networking equipment. Their favorable Zacks ratings and A or B VGM Scores further strengthen their investment appeal, positioning these stocks for potential upside as AI infrastructure spending accelerates heading into September.

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This article originally published on Zacks Investment Research (zacks.com).

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