Celestica Inc. (CLS)
Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive
Celestica's hyperscaler-driven CCS growth is accelerating, supported by 1.6T networking wins and AI/ML compute ramps, with management guiding very strong enterprise growth into 2027. Massive multiyear capacity expansion, including about $1 billion in capex this year and at least $1.5 billion next year, supports long-term demand visibility but pressures near-term free cash flow margins. Net downward revisions to hyperscaler capex estimates over the next 4 quarters may limit upside to Celestica's revenue catalysts if customers' spending fails to rise much above current expectations.
Celestica: AI Infrastructure Dominance Meets Critical Supply Chain Realities
Celestica benefits from the record CapEx of hyperscalers, although there are new risks associated with component shortages. The partnership with AMD could become the reason for a new transformation of CLS, which will make it a more important player in the AI industry. The results for Q1 2026 are excellent, and the increase in forecasts is also positive. But there is no guarantee that a revenue push-out will not occur.
All You Need to Know About Celestica (CLS) Rating Upgrade to Strong Buy
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.
Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Celestica (CLS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Celestica (CLS) Crossed Above the 20-Day Moving Average: What That Means for Investors
From a technical perspective, Celestica (CLS) is looking like an interesting pick, as it just reached a key level of support. CLS recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Celestica: It's Now Much Harder To Excite The Market (Downgrade)
Celestica Inc. experienced a >14% post-earnings decline after rallying to well-elevated valuation levels, reflecting clear profit-taking and market disappointment with its Q1 report. Despite upgraded 2026 guidance and strong backlog visibility, supply chain constraints and only modest operating margin improvements raise CLS execution risks. CLS's partnerships with AMD and Broadcom position it well for AI networking growth, but persistent bottlenecks and high CapEx plans introduce uncertainty for 2027 and beyond.
Celestica (CLS) is a Top-Ranked Momentum Stock: Should You Buy?
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Celestica Q1 2026: The Beat-And-Raise The Market Sold
Celestica delivered strong Q1 2026 results, beating EPS guidance, raising 2026 outlook, and introducing a 2027 revenue floor of at least $25.5B. CLS's mix shift to high-margin, design-led HPS programs is now structural, with 42% of revenue and sticky, customer-funded contracts extending visibility into 2028. Operating leverage is materializing: Q1 adjusted operating margin hit a record 8.0%, ROIC reached 49.8%, and the company maintains disciplined capital allocation amid aggressive capex.
Celestica Suffers From Outsized Growth Prospects And Momentum Fatigue
Celestica Inc.'s growth is fueled by the robust data center capex trends, the growing hyperscaler/partnership base, and the expanding cloud/AI infrastructure programs. These have contributed to the company's raised FY2026 revenue guidance to $19B (+53.3% YoY) and adj EPS to $10.15 (+67.7% YoY), along with the promising FY2027/FY2028 commentaries. CLS trades at a premium P/E of 46.88x, notably higher than ODM peers, sector medians, and TSM, suggesting that its profitable growth prospects are mostly priced in.
Celestica Surpasses Q1 Earnings Estimates on Solid CCS Demand
CLS beats Q1 estimates as CCS revenue jumps 76% and margins expand. Management lifts 2026 revenue and EPS outlook.
Celestica Q1: AI Revenue Soars While The Stock Plunges, I'm Buying
Celestica Inc. delivered a strong quarter, beating expectations and raising guidance, yet shares fell 14% premarket due to market sentiment. CLS's 53% YoY revenue growth is driven by hyperscaler data center demand, with CCS segment up 76%; margins modestly expanded to 10.8%. Despite a forward P/E near sector median, CLS remains undervalued on a PEG basis, offering substantial upside as growth outpaces peers.
Celestica (CLS) Tops Q1 Earnings and Revenue Estimates
Celestica (CLS) came out with quarterly earnings of $2.16 per share, beating the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $1.2 per share a year ago.
