Celestica Inc. — News

Celestica's AI monetization partnerships grow beyond META and GOOG to AMD, OpenAI, and AVGO, proving its AI pick & shovel status. Combined with the growing pipelines and the expanding capacity, the management has twice raised the FY2026 guidance while offering outsized FY2027 guidance. CLS has become more compelling post-meltdown at a P/E of 28.86x and a 3Y PEG of 0.44x, supporting a bull-case long-term price target of $778.

seekingalpha.com - 2026-08-01 09:12:29

It's finally time to upgrade Celestica to Buy as the stock finds a firm footing at the $280 level, driven by re-energized bullish sentiments in the AI value chain. CLS benefits from deepened co-design partnerships with AMD and OpenAI, lowering revenue concentration risks and expanding beyond traditional hyperscaler workloads. Q2 results were clearly strong, with revenue up 62%, adjusted operating margins at 8.2% (above guidance), and management guided Q3 margin even higher.

seekingalpha.com - 2026-08-01 08:18:08

Celestica stock seems poised to deliver terrific gains, driven by accelerating growth.

fool.com - 2026-08-01 08:00:00

The mean of analysts' price targets for Celestica (CLS) points to a 31% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

zacks.com - 2026-07-31 10:56:17

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-31 10:01:44

Celestica delivered another quarter of revenue and EPS beats, raising the full-year outlook for the third time in six months. CLS forecasts 2027 revenue growth accelerating beyond 65% guided for 2026, with adjusted EPS growth outpacing revenue. Two new multi-billion-dollar programs—OpenAI's custom accelerator and AMD's Helios switch—support the 2027 growth acceleration.

seekingalpha.com - 2026-07-31 05:01:45

BankChampaign National Association purchased a new position in shares of Celestica, Inc. (NYSE: CLS) (TSE: CLS) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,640 shares of the technology company's stock, valued at approximately $744,000. Several other large investors have

defenseworld.net - 2026-07-31 04:03:48

Celestica once again delivered strong Q2 2026 results, with its enterprise segment growing 162% YoY and projecting a 190% YoY increase for Q3. CLS's results, like those of other AI hardware stocks, continue to support a bullish long-term view. That said, the sector is taking a breather after such a strong run. CLS shows greater relative strength, but it isn't immune to pullbacks driven by the broader trend.

seekingalpha.com - 2026-07-30 17:45:33

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

zacks.com - 2026-07-30 09:56:12

Celestica Inc. CLS has rallied sharply as investors reward its accelerating exposure to artificial intelligence infrastructure. That raises a natural question of whether the stock still offers attractive upside after another quarter of better-than-expected results.

zacks.com - 2026-07-29 15:36:05

Celestica is capitalizing on AI infrastructure demand as cloud networking, storage and compute growth expand higher-value technology solutions and production.

zacks.com - 2026-07-29 15:15:32

CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.

zacks.com - 2026-07-29 11:03:00

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

zacks.com - 2026-07-29 10:31:31

Celestica (CLS) delivered strong Q2 results on Monday, with 62% year-over-year revenue growth and a significant beat on both top and bottom lines. CLS raised its FY revenue outlook by $1.5B to $20.5B, reflecting sustained hyperscaler CapEx and surging AI infrastructure demand. I reaffirm my 'Strong Buy' rating on CLS, citing robust positioning in data center hardware and potential for valuation expansion.

seekingalpha.com - 2026-07-28 11:36:44

Revenue surged 62% to $4.70 billion while adjusted EPS jumped 83%, prompting management to raise FY2026 guidance for the second consecutive quarter. Connectivity & Cloud Solutions revenue climbed 84% to $3.81 billion, highlighting Celestica's growing exposure to hyperscaler AI networking and rack-scale infrastructure. Management expects 2027 growth to accelerate, supported by approximately $1.5 billion of planned capex and expanding 800G, 1.6T and AI compute deployments.

seekingalpha.com - 2026-07-28 11:31:06

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

zacks.com - 2026-07-28 10:55:17

Dell, Life Time, Celestica and Casey's combine strong interest coverage with solid growth estimates and sharp stock gains entering H2 2026.

zacks.com - 2026-07-28 10:51:18

Celestica NYSE: CLS reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027.

marketbeat.com - 2026-07-28 09:03:57

Celestica (CLS) is now a differentiated AI infrastructure supplier, displaying sector-leading revenue growth and operating margin expansion. Q2 delivered a 62% YoY revenue beat, record 8.2% adjusted operating margin, and a third consecutive upward guidance revision for FY26. Management guides for 2027 revenue and EPS growth to accelerate beyond 2026's 65% pace, driven by hyperscaler demand and CCS margin expansion.

seekingalpha.com - 2026-07-28 08:09:31

Celestica delivered a strong Q2, beating EPS and revenue estimates, and raised full-year guidance across revenue, EPS, margin, and free cash flow. CLS's Connectivity & Cloud Solutions segment drove 84% YoY growth, with mass production for hyperscaler customers expected in 2026, fueling AI-related upside. Management now forecasts 2027 revenue growth to accelerate beyond 65%, outpacing consensus and signaling robust forward demand visibility.

seekingalpha.com - 2026-07-28 07:30:23

Shares of Celestica Inc (NYSE:CLS) rose sharply in pre-market trading after the company posted its second-quarter results, beating analyst estimates on the top and bottom lines.

benzinga.com - 2026-07-28 05:01:54

Caxton Associates LLP lessened its holdings in shares of Celestica, Inc. (NYSE: CLS) (TSE: CLS) by 97.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,500 shares of the technology company's stock after selling 105,200 shares during the period. Caxton

defenseworld.net - 2026-07-28 03:59:24

Celestica (CLS) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.29 per share. This compares to earnings of $1.39 per share a year ago.

zacks.com - 2026-07-27 19:06:06

Celestica Inc. (NYSE:CLS) shares climbed after the company posted its second-quarter results after Monday's closing bell, beating analyst estimates on the top and bottom lines.

benzinga.com - 2026-07-27 16:59:43

Q2 2026 revenue and adjusted EPS* above the high end of our guidance ranges; Raising 2026 annual outlook and expecting growth to accelerate in 2027

globenewswire.com - 2026-07-27 16:38:00

Celestica posts Q2 results tonight after a 14% drop on its last earnings beat, with options traders stacking bullish bets and analysts watching whether AI infrastructure demand can finally translate into a stock that holds its gains.

247wallst.com - 2026-07-27 14:46:36

With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:

benzinga.com - 2026-07-27 02:51:24

Earnings season hits a crescendo the week of July 27, 2026, and the calendar reads like a macro stress test.

247wallst.com - 2026-07-26 12:13:37

The AI infrastructure trade has broadened well beyond hyperscalers and GPU designers.

247wallst.com - 2026-07-24 08:00:10

Bank of Nova Scotia lessened its holdings in Celestica, Inc. (NYSE: CLS) (TSE: CLS) by 3.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 286,819 shares of the technology company's stock after selling 10,441 shares during the

defenseworld.net - 2026-07-24 04:03:58

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

247wallst.com - 2026-07-23 11:00:16

Explore the exciting world of Celestica (CLS -1.20%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

fool.com - 2026-07-22 19:00:00

The latest trading day saw Celestica (CLS) settling at $335.5, representing a -1.2% change from its previous close.

zacks.com - 2026-07-22 18:46:13

CLS nears Q2 earnings with AI infrastructure demand, cloud growth and healthcare traction in focus as estimates edge higher ahead of the report.

zacks.com - 2026-07-22 15:16:08

Celestica is upgraded to Buy, with improved 2027 revenue visibility and recent valuation corrections presenting an attractive entry ahead of Q2. Q1 established a ~$25.5b revenue floor for 2027, covering ~95% of expectations, with further upside possible from new program wins. CLS benefits from AI infrastructure tailwinds, resolved component constraints, and a strong track record of guidance raises, supporting confidence in H2 and 2027 growth.

seekingalpha.com - 2026-07-22 00:45:01

Celestica stock has moved into a bear market, mirroring the performance of other artificial intelligence (AI) companies. CLS dropped to $307 in New York, down by over 35% from its highest level this year.

invezz.com - 2026-07-21 09:16:00

Celestica is on a durable AI-driven growth path, but I see late-cycle risks and assign a Hold rating. CLS trades at 31x 2026 EPS guidance and 71x free cash flow, leaving little room for disappointment and suggesting likely multiple compression. 1.6T AI networking ramp supports near-term momentum, but hyperscaler capex digestion and potential overcapacity could trigger a sharp de-rating.

seekingalpha.com - 2026-07-21 08:00:00

Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

zacks.com - 2026-07-20 13:46:21

Celestica (CLS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-20 11:01:16

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com - 2026-07-20 10:45:25

Celestica is well positioned in the AI hardware value chain, with HPS driving significant growth, but margins remain single-digit and value accrues upstream. HPS's share of revenue is set to rise from 21% in 2023 to 41% in 2025, reflecting strong execution on 1.6T programs and engineering investments. CLS trades at a demanding 35x earnings and 79x FCF, requiring 50%+ EPS growth and FCF above $1.2B by 2027 to justify the current valuation.

seekingalpha.com - 2026-07-16 09:26:02

In the most recent trading session, Celestica (CLS) closed at $334.77, indicating a -2.97% shift from the previous trading day.

zacks.com - 2026-07-15 18:46:15

Consensus forecasts Celestica's revenue growth accelerating from 55.55% to 57.24% YoY through FY26, supported by the 1.6T networking production ramp. Analysts issued 16 upward EPS revisions and 13 revenue revisions, with zero downward revisions, reinforcing confidence ahead of July 28 earnings. Celestica has beaten EPS estimates in eight consecutive quarters and revenue in seven of the last eight, supporting expectations of another quarterly beat.

seekingalpha.com - 2026-07-14 05:48:48

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

zacks.com - 2026-07-13 10:32:07

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-13 10:01:31

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

zacks.com - 2026-07-10 09:56:27

$40 billion. That is the market capitalization of Celestica (NYSE:CLS | CLS Price Prediction), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales).

247wallst.com - 2026-07-08 11:27:49

Celestica stock has done well in the past few years, helped by the ongoing artificial intelligence (AI) boom. Its US stock has jumped by 125% in the last 12 months and by over 4,500% in the last five years.

invezz.com - 2026-07-08 10:10:10

Celestica (CLS) concluded the recent trading session at $345.06, signifying a -1.47% move from its prior day's close.

zacks.com - 2026-07-07 18:46:15

TORONTO, July 06, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS) (TSX: CLS) will release its second quarter 2026 financial results after market close on Monday, July 27, 2026, and will host a conference call at 8:00am ET on Tuesday, July 28, 2026.

globenewswire.com - 2026-07-06 16:15:00