Celestica Inc. (CLS)
Can Celestica's Next-Generation HealthTech Portfolio Lift Its Shares?
CLS supports growing HealthTech demand with advanced manufacturing, supply chain and engineering solutions for medical devices.
Arista Networks Vs. Celestica: The White Box Wins
Arista Networks maintains robust AI-driven growth but faces margin compression due to supply chain cost inflation, guiding to flat 63% gross margins through CY27. ANET's strategic focus is on securing supply, not passing costs to customers, which limits its ability to expand margins compared to white box competitor Celestica. Celestica is positioned for margin expansion and faster revenue growth, trading at lower valuation multiples and benefiting from increased demand for white box Ethernet switches.
Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?
CLS and GLW are tapping the AI infrastructure boom from different parts of the data-center ecosystem.
Celestica: 2027 Inflection Is Getting Bigger, AI Growth Still Underestimated
Celestica raised 2026 guidance to $20.5 billion revenue and $11.30 EPS, while Q3 growth approaches 69% YoY. Component lead times exceeding 52 weeks are driving binding commitments and giving CLS demand visibility through 2028 and 2029. Ten 1.6T programs, CPO, AMD Helios and OpenAI Jalapeño create overlapping AI infrastructure ramps extending well beyond 2026.
Should Investors Buy CLS Stock as Earnings Estimates Improve?
Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.
Is It Worth Investing in Celestica (CLS) Based on Wall Street's Bullish Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Celestica Could Benefit Massively From Jalapeño Chip Ramps (Rating Upgrade)
Celestica delivered 62% revenue growth and 83% adjusted EPS growth, supported by strong AI infrastructure demand and expanding operating leverage. The Communications and Cloud Solutions segment generated 81% of sales, with server and storage revenue increasing 167% year-over-year during the quarter. Adjusted EBITDA margins expanded 80 basis points as higher volumes, improved product mix, and high-margin AI programs strengthened profitability operations.
Celestica (CLS) Down 12.4% Since Last Earnings Report: Can It Rebound?
Celestica (CLS) reported earnings 30 days ago. What's next for the stock?
Here's Why Celestica (CLS) is a Strong Growth Stock
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.
3 AI Stocks to Buy Before September for Huge Upside
DELL, SANM and CLS offer diversified AI exposure as surging infrastructure spending boosts demand for servers, storage and networking.
Looking for a Growth Stock? 3 Reasons Why Celestica (CLS) is a Solid Choice
Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Beyond Chipmakers: 4 Stocks to Buy That Power AI Data Center Expansion
Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.
