Celestica Inc. (CLS)
Celestica's Next Move Isn't About 2026 - It's About Proving 2027
Celestica is rated Hold, as recent consolidation reflects fair valuation and limited near-term upside after a 2-3x rally. CLS's growth remains robust, with Q4 revenues up 44% YoY and Q1 2026 guidance implying 51% YoY growth, supported by strong AI networking demand. Forward PE has compressed to ~31x (2026), with limited prospects for multiple expansion due to lower operating margins versus AI peers.
Celestica: Surfing The AI Infrastructure Buildout
Celestica Inc. is rated Buy, benefiting directly from the AI-driven data center infrastructure buildout with robust earnings and share price growth. CLS faces a high market growth bar, with consensus forecasting 40% revenue and EBITDA growth through 2028, but risks from concentrated hyperscaler demand remain material. Margins have improved to over 10% on a scale but are plateauing; heavy capex (~$1 bn in 2026) constrains free cash flow and may limit buybacks.
Is Celestica (CLS) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Celestica (CLS) and Arrow Electronics (ARW) have performed compared to their sector so far this year.
Celestica's Consolidation Is A Rare Buying Opportunity (Upgrade)
Celestica (CLS) is upgraded to 'Buy' following robust Q4 results and a favorable medium-term outlook. CLS's $1B CAPEX plan is fully funded by operating cash flow, supporting record hyperscaler bookings and future revenue growth. Management expects CCS segment revenue to reach $7B in 2027, driven by 1.6T/3.2T networking ramps and hyperscaler demand.
Celestica: Accelerating AI-Driven Growth And Valuation Contraction Make This A No-Brainer
Celestica is initiated with a strong buy rating, driven by accelerating growth and robust profitability from AI infrastructure demand. The company delivered 44% YoY revenue growth in Q4, with the CCS segment up 64% and margins expanding, signaling strong operational execution. Q1 and FY2026 guidance point to further acceleration: 51% YoY Q1 revenue growth, 71% EPS growth, and $17B FY2026 revenue target.
Celestica (CLS) Upgraded to Strong Buy: Here's Why
Celestica (CLS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Best Momentum Stocks to Buy for February 6th
CLS, RRBI and JOYY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 6, 2026.
Why Celestica is a Massive Winner from Google's CapEx Bonanza
When Alphabet (NASDAQ:GOOGL) announced 2026 capital expenditure guidance of $175-$185 billion during its Q4 2025 earnings call on February 4, th, it represented a 97% year-over-year increase in spending.
3 Reasons Why Growth Investors Shouldn't Overlook Celestica (CLS)
Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Celestica: A Hidden Gem For Aggressive Growth Portfolios
Celestica has surged 49.62% from the time of my last recommendation in August 2025, vastly outperforming the S&P 500's 8.40% gain. HPS now drives 38% of CLS revenue, with segment sales up 72% year-over-year to $1.4 billion. The company's FY 2027 PEG ratio of 0.50 suggests undervaluation.
Why Celestica (CLS) is a Top Growth Stock for the Long-Term
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Should Celestica Be in Your Portfolio Post Strong Q4 Earnings?
CLS posts strong Q4 results as CCS revenues jump 64%, cash flow surges, but valuation, customer concentration and ATS softness raise caution.
