Celestica Inc. (CLS)
Celestica Q2 2026: Beat, Raise, Accelerate, And Still 31% Off The High
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.
Celestica Q2: Showing Strength Amid The AI Pause
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.
Buy 2 Top-Ranked Beaten-Down AI-Led EMS Stocks Amid Solid Price Upside
CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.
Is CLS Stock Still Worth Buying After Another Strong Earnings Beat?
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.
CLS Shows How AI Networking is Reshaping Electronics Manufacturing
Celestica is capitalizing on AI infrastructure demand as cloud networking, storage and compute growth expand higher-value technology solutions and production.
Celestica Q2 Earnings Call Points to Faster Growth in 2027
CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.
Is It Worth Investing in Celestica (CLS) Based on Wall Street's Bullish Views?
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?
Celestica: Massively Underpriced
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.
CLS Q2 Earnings Beat Estimates on Strong CCS Demand, Outlook Raised
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.
Celestica Q2 Earnings Call Highlights
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.
Celestica: Third Outlook Raise And The 2027 Acceleration
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.
Celestica Q2: 2 Reasons It's Worth Watching, But Not Buying Yet
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.
