The TSX30 not too long ago hit headlines, and there have been some fairly apparent winners in there. These had been, in lots of instances, associated to megatrends, corresponding to synthetic intelligence (AI) and know-how enablers.

Nonetheless, not the entire shares listed might have been on an investor’s Bingo card. Some may even present buyers with a have a look at what to look at in 2026! So, let’s check out the winners, surprises, and a sleeper alternative on the TSX at present.

Winner: Celestica

It’s clear that Celestica (TSX:CLS) was an all-star in 2025. The corporate noticed shares surge this 12 months because of its hyperlink to AI. The corporate creates tech {hardware} that helps the storage in knowledge centres. It’s already been a premium progress identify, however may doubtlessly preserve that momentum into 2026.

This may be executed, however the giant surge is probably going behind the tech inventory. Even nonetheless, the second quarter and steerage had been robust. Celestica reported income of US$2.89 billion, up 21% 12 months over 12 months. Its working margin improved to about 9.4% versus 5.6% final 12 months. What’s extra, it bought about 600,000 shares for US$40 million, exhibiting there’s confidence sooner or later.

Nonetheless, the demand for the inventory may wane. CLS inventory is uncovered to capital expenditure cycles in cloud, networking, and knowledge centre infrastructure. If spending slows, so will income. Tariffs and commerce provides are additionally a danger, together with execution within the rising segments. Plus, it’s a premium value, so maybe a smaller stake can be warranted.

Shock star: Aritzia

Then we’ve got Aritzia (TSX:ATZ), a star that continues to shock 12 months after 12 months. Simply after we suppose that the retailer can’t presumably develop any additional, it does! The corporate has been increasing by means of on-line and U.S. positioning. Greater than half of recent income progress comes from the U.S. now. The high-demand U.S. style and retail atmosphere offers the retail inventory an enormous raise, one which Canadian manufacturers merely can not contact.

This was seen throughout the latest earnings report, although its subsequent earnings are due fairly quickly. Throughout the first quarter of 2026, Aritzia inventory reported internet earnings of $42.4 million, up a whopping 168% 12 months over 12 months! What’s extra, gross revenue elevated 42.5% to $312.8 million. It wasn’t simply gross sales both, with the retail inventory citing “sensible spending,” decrease warehouse prices, and higher stock.

Now, once more, the expansion story is ongoing, however could also be extra within the rearview. Buyers will know that retail and style will be unstable. What’s extra, stock and markdowns include danger, as do foreign money and cross-border prices. Plus, it’s a capital-intensive space. So, whereas Aritzia inventory has confirmed worthy of an funding, a smaller stake is likely to be sensible.

Sleeper: Stella Jones

Lastly, we’ve got sleeper inventory Stella Jones (TSX:SJ). Not solely is SJ inventory rising, however there’s nonetheless extra upside to return for the corporate. It might be much less flashy, however the consistency of margins, clear steerage, and defensive nature of the pressure-treated wooden sector can’t be denied.

Throughout its latest quarterly outcomes, SJ inventory reported gross sales had been down, reducing its full-year steerage on income to be conservative. Although even with income falling, margins had been steady, suggesting value administration and resilience within the firm’s pricing and operations.

Now, these low expectations provide upside. The market isn’t pricing in robust progress, so a optimistic shock can result in extra returns. What’s extra, it’s an important sector as a serious supplier of pressure-treated wooden and infrastructure supplies. For now, shares are down from 52-week highs, it holds a 1.55% dividend yield, and trades at simply 13.44 instances earnings with a 0.32 beta.

Backside line

Altogether, these are three robust Canadian shares proper now. Whereas two appear to have already been exhibiting energy, SJ inventory has extra to return. The corporate has already surged in share value this 12 months however has come again all the way down to earth. That leaves an important alternative for at present’s investor — one you might not need to miss.