CELESTICA INC
Celestica Inc. (CLS) reported a 62% year-over-year revenue increase and 83% adjusted EPS growth in Q2, raising its 2026 outlook and anticipating accelerated growth in 2027. The company is expanding its role in AI infrastructure, designing and manufacturing complex systems, and expects significant revenue from 1.6T networking programs and custom racks for OpenAI.
Bernstein identified top networking and communications equipment stocks, led by Celestica, with a $520 price target and 46% upside. Lumentum, Coherent, and Ciena also received Outperform ratings with respective price targets and upside potential. Bernstein cited growth opportunities in data center infrastructure, optical modules, and AI hardware.
Goldman Sachs raised forecasts for the AI data center switching market, now expected to reach $100B by 2030. ANET and CLS were rated Buy, with ANET's Q3 earnings expected to beat estimates. CLS met expectations but faced EPS dilution from equity issuance. FFIV beat estimates but remains Neutral. Goldman Sachs highlights AI networking demand as a key growth driver.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning CLS (CELESTICA INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent CLS coverage spans earnings, financial news and insider activity.
In the last 30 days, CLS insiders filed 9 SEC Form 4 transactions — no purchases and 9 sales ($15.8M). The most active reporter was MIONIS ROBERT, Chief Executive Officer, with 8 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong earnings beat and upbeat guidance suggest upside potential.
Potential price appreciation as analysts upgrade to Outperform and set a high price target.
Buy rating offsets dilution; modest upside expected.
Insider sale may signal reduced confidence, potentially pressuring the stock lower.
The insider sale removes the CEO's equity stake, signaling possible lack of confidence.
AlphAI scores every news story that mentions CLS with an AI model for sentiment and relevance, and aggregates insider trades from CELESTICA INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Celestica Inc. (CLS) reported a 62% year-over-year revenue increase and 83% adjusted EPS growth in Q2, raising its 2026 outlook and anticipating accelerated growth in 2027. The company is expanding its role in AI infrastructure, designing and manufacturing complex systems, and expects significant revenue from 1.6T networking programs and custom racks for OpenAI.
2 min readBernstein identified top networking and communications equipment stocks, led by Celestica, with a $520 price target and 46% upside. Lumentum, Coherent, and Ciena also received Outperform ratings with respective price targets and upside potential. Bernstein cited growth opportunities in data center infrastructure, optical modules, and AI hardware.
2 min readGoldman Sachs raised forecasts for the AI data center switching market, now expected to reach $100B by 2030. ANET and CLS were rated Buy, with ANET's Q3 earnings expected to beat estimates. CLS met expectations but faced EPS dilution from equity issuance. FFIV beat estimates but remains Neutral. Goldman Sachs highlights AI networking demand as a key growth driver.
3 min readCooper Todd C (President) sold 20,118 shares of CELESTICA INC (CLS) at $360.00 ($7.24M total) on 2026-09-23 under a Rule 10b5-1 trading plan.
1 min readMIONIS ROBERT (Chief Executive Officer) sold 23,396 indirectly-held shares of CELESTICA INC (CLS) at an average of $364.22 ($360.36–$367.34, $8.52M total) across 8 trades on 2026-09-23 under a Rule 10b5-1 trading plan.
1 min readCelestica (CLS) rose 1.61% to $361.84, outperforming major indices. The stock gained 16.04% in the past month, leading its sector. Analysts expect Q2 EPS of $3.01 (up 90.51% YoY) and revenue of $5.4B (up 69.1% YoY). The company has a Zacks Rank of #1 (Strong Buy) and a Forward P/E of 31.45.
2 min readCelestica (CLS) stock rose 2.8% to CA$464.82 after FBN Securities initiated coverage with an Outperform rating and $375 price target. The company is transforming into a design-led, AI data center solutions provider. TD Cowen reiterated a Buy rating, citing long-term revenue potential. Recent Q2 2026 results showed strong revenue and EPS growth. The broader market rally also supported the stock's advance.
2 min readTD Cowen reiterated a Buy rating on Celestica (NYSE:CLS) with a $430 price target, citing improved demand visibility and 47.3% revenue growth. The company announced a $3B equity offering and raised its fiscal 2026 guidance. Analysts from UBS, BofA, Stifel, and Wolfe Research also upgraded their ratings and targets.
3 min readNational Bank Financial analyst Zachary Evershed adjusted Richelieu Hardware's (RCH-T) Q3 forecast, raising sales to $538M but lowering EBITDA to $60.3M and EPS to 46 cents. He maintained a 'sector perform' rating, raising the target to $38.50. TD Cowen analyst Derek Lessard reaffirmed High Tide (HITI-X) as his 'Canada Best Idea,' citing strong retail share and growth potential, with a 'buy' rating and $6.50 target. Other 'Canada Best Ideas' include Barrick Mining (B-N, ABX-T) and Celestica (CLS
2 min readThe S&P/TSX Composite Index fell below 36,000 after Canada's August CPI data showed unchanged annual inflation at 3.0%. Energy goods drove price growth, while core inflation stayed near the Bank of Canada's target. Financials and mining shares declined, with Agnico Eagle, Barrick, and WPM dropping 3-3.5%. Celestica dropped 7% after a recent rally.
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