Celestica Inc. (CLS)
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.
Celestica (CLS) Tops Q2 Earnings and Revenue Estimates
Celestica (CLS) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.29 per share. This compares to earnings of $1.39 per share a year ago.
Celestica (CLS) Sees a More Significant Dip Than Broader Market: Some Facts to Know
The latest trading day saw Celestica (CLS) settling at $335.5, representing a -1.2% change from its previous close.
Celestica to Release Q2 Earnings: How to Approach the Stock Now?
CLS nears Q2 earnings with AI infrastructure demand, cloud growth and healthcare traction in focus as estimates edge higher ahead of the report.
Celestica: The Market Just Started To Agree, And Q2 Isn't Priced Yet
Celestica is upgraded to Buy, with improved 2027 revenue visibility and recent valuation corrections presenting an attractive entry ahead of Q2. Q1 established a ~$25.5b revenue floor for 2027, covering ~95% of expectations, with further upside possible from new program wins. CLS benefits from AI infrastructure tailwinds, resolved component constraints, and a strong track record of guidance raises, supporting confidence in H2 and 2027 growth.
Celestica stock tumbles ahead of earnings: rebound or more pain?
Celestica stock has moved into a bear market, mirroring the performance of other artificial intelligence (AI) companies. CLS dropped to $307 in New York, down by over 35% from its highest level this year.
Celestica Q2 Preview: The 1.6T Supercycle Meets The Overbuild Dilemma
Celestica is on a durable AI-driven growth path, but I see late-cycle risks and assign a Hold rating. CLS trades at 31x 2026 EPS guidance and 71x free cash flow, leaving little room for disappointment and suggesting likely multiple compression. 1.6T AI networking ramp supports near-term momentum, but hyperscaler capex digestion and potential overcapacity could trigger a sharp de-rating.
Is Celestica (CLS) a Solid Growth Stock? 3 Reasons to Think "Yes"
Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.
