(CLS) Celestica Inc. Expects Q4 Revenue Range $6.28B - $6.58B

Celestica Inc. (NYSE:CLS) reported Q3 2026 revenue of $5.83B, up 83% YoY, driven by AI demand. Adjusted EPS rose 109% to $3.30, exceeding guidance. CCS segment grew 102%, with Networking up 68% and Compute & Storage up 242%. Q4 guidance projects revenue of $6.275B-$6.575B and adjusted EPS of $3.37-$3.57. Full-year 2026 revenue forecast raised to $21.0B, up 69% YoY.

Celestica (CLS) shares rose 14.6% to $282.61 after projecting $40B revenue by 2027, up from $21B in 2026. However, it cut 2026 free-cash-flow forecast by 23.3% to $460M to fund growth. The stock trades 40.32% above GuruFocus's valuation estimate.

TD Cowen maintained a Buy rating and $430 price target for Celestica (CLS), citing its strong performance and growth prospects. The stock rose 15% aftermarket following positive guidance. BMO lowered its target to $400 but kept an Outperform rating. InvestingPro data suggests the shares are undervalued.

Celestica Inc. shares rose 8.24% on Tuesday after reporting an 83% revenue increase to $5.83 billion, driven by AI data center demand. The company raised its 2026 revenue forecast to $21 billion and projected $40 billion for 2027. Connectivity & Cloud Solutions segment revenue doubled. The stock is down 24% over the past year.

Celestica reported Q3 revenue of $5.83B (up 83% YoY) and adjusted EPS of $3.30, beating estimates. It raised its 2026 outlook to $21B revenue and $11.55 EPS. Shares rose 10% after hours but remain down 18% YTD. Analysts highlight rapid growth but caution over thin margins and high valuation.

Celestica (CLS) reported Q3 revenue of $5.83B, up 83% YoY, and EPS of $3.30, beating estimates. The company raised its 2027 revenue outlook to $40B and adjusted EPS to $21.50, but cut free cash flow forecast to $460M. Shares rose 15% premarket.