Celestica Inc. Stock News

Celestica's (CLS) leading position in Ethernet switches and custom HPS platforms is driving guidance upgrades, with management expecting around 40% annual CCS growth through 2026 and visibility into at least 2027. Celestica plans to nearly double capex intensity to 2.0%–2.5% of revenue in FY26, funded by operating cash flow, to expand manufacturing capacity for strong demand expected through FY...

Nvidia has been the biggest story in artificial intelligence infrastructure for three years, but in 2025 a number of data center stocks enjoyed steeper rallies. In addition to AI chips, fully operational data centers require memory, storage, fiber-optic cables and central processors.

Celestica has evolved into a critical enabler of the AI infrastructure boom, with the market underestimating its transformation. Q3 2025 results exceeded expectations: 28% revenue growth, record margins, and raised guidance, reinforcing CLS's hyper growth trajectory. Management projects 2025 revenue of $12.2Bn and $5.90 EPS, with potential upside from 2026–2027 program ramps.

Canada-based Celestica has seen revenue balloon this year on soaring demand for AI, data center components. Expect further gains.

Top 10 Quant picks for 2025 far outperformed the S&P 500. Market volatility in 2025 was driven by trade wars, sector rotations, and sentiment shifts, but fundamentals ultimately prevailed.

In my view, both Broadcom and Celestica sold off mainly on AI networking sentiment, while hyperscaler networking demand (and CapEx plans) remain intact. Broadcom's Q1 FY26 gross margin guide implies 100 bps sequential compression, but management has flagged XPU mix pressuring margins since Q4 FY24. Therefore, this shouldn't be a surprise. Broadcom disclosed a $10B AI-switch backlog, alongside 7...

The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market.

Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.