Celestica (CLS) closed the most recent trading day at $293.24, moving 3.03% from the previous trading session.
CLS posts rising operating and free cash flow as CCS demand and AI-driven networking lift results, while valuation climbs after a 215% stock surge.
Celestica (CLS) closed the most recent trading day at $299.14, moving 1.35% from the previous trading session.
CLS, JBL and SANM are riding AI-driven demand in EMS, with strong growth outlooks that could extend their rally into 2026.
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 FY28. Higher‑margin HPS revenues are growing faster than the rest of the business, supporting steady CCS and overall EBIT margin expansion, with upside remaining as HPS mix continues to increase.
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.
Celestica's revenues grow 27.8% to $3.19B, beating guidance as data center demand and AI infrastructure fuel strong cash flow momentum.
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.
Celestica's 400G, 800G, and next-generation 1.6T Ethernet switches power faster, energy-efficient AI data centers as hyperscale cloud demand surges.
Recently, Zacks.com users have been paying close attention to Celestica (CLS). This makes it worthwhile to examine what the stock has in store.
CLS and SANM showcase rising demand across key markets, with liquidity, segment trends and valuation shaping their latest performance.
CLS surges 260% in a year, fueled by AI demand, product innovation and a bullish 2025 revenue and earnings outlook.