CELESTICA INC
Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
Simply Wall St highlights three AI infrastructure stocks tied to data center spending: Forgent Power Solutions (about $1.2b revenue, $11.4b market cap, near $2b backlog), Celestica (CA$55.7b market cap, 2026 guidance raised to $20.5b, record quarterly revenue, ~45% ROE), and Vertiv (about $7.5b Americas revenue, $110.5b market cap, 15.1% net margin, 36.4% ROE).
Celestica (CLS) has an average brokerage recommendation score (ABR) of 1.15 on a 1 to 5 scale, based on 20 brokerage firms, with 18 Strong Buys and one Buy. The article says the Zacks Consensus Estimate for current-year EPS rose 4.9% to $10.8 and cites a Zacks Rank #1. It discusses limits of analyst ratings.
Over the past 7 days, alphai's AI scored 14 news stories mentioning CLS (CELESTICA INC). Coverage has skewed bullish: 9 bullish, 4 neutral, and 1 bearish.
Recent CLS coverage spans sector analysis, market movers and earnings.
In the last 30 days, CLS insiders filed 79 SEC Form 4 transactions — no purchases and 79 sales ($73.4M). The most active reporter was MIONIS ROBERT, Chief Executive Officer, with 55 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
CLS is presented as a value entry within AI infrastructure exposure based on earnings revisions and drawdown from highs.
Raised guidance is a near-term positive, but dilution and customer concentration are explicit counterweights.
The piece is a sentiment/positioning discussion, but it does provide a concrete datapoint on earnings estimate revisions and a Zacks Rank signal for near-term trading.
The filing discloses insider selling size and timing, which can affect near-term sentiment but does not change fundamentals by itself.
Raised guidance and margin outlook confirm strong AI-infrastructure demand, but the same-day dip suggests valuation and execution expectations remain the key swing factor.
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.
Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readSimply Wall St highlights three AI infrastructure stocks tied to data center spending: Forgent Power Solutions (about $1.2b revenue, $11.4b market cap, near $2b backlog), Celestica (CA$55.7b market cap, 2026 guidance raised to $20.5b, record quarterly revenue, ~45% ROE), and Vertiv (about $7.5b Americas revenue, $110.5b market cap, 15.1% net margin, 36.4% ROE).
7 min readCelestica (CLS) has an average brokerage recommendation score (ABR) of 1.15 on a 1 to 5 scale, based on 20 brokerage firms, with 18 Strong Buys and one Buy. The article says the Zacks Consensus Estimate for current-year EPS rose 4.9% to $10.8 and cites a Zacks Rank #1. It discusses limits of analyst ratings.
6 min readMIONIS ROBERT (Chief Executive Officer) sold 23,496 indirectly-held shares of CELESTICA INC (CLS) at an average of $362.39 ($360.37–$365.34, $8.51M total) across 6 trades on 2026-08-13 under a Rule 10b5-1 trading plan.
2 min readCelestica Inc. (TSX:CLS) shares fell 2.63% on Aug. 14, 2026 despite strong Q2 results and raised outlook. Q2 revenue rose about 62% to US$4.70B and adjusted EPS to US$2.54. 2026 revenue guidance was lifted to about US$20.5B, adjusted EPS to US$11.30, and FCF to US$600M, with 2027 growth expected to accelerate on AI infrastructure demand.
7 min readJuly FX volumes rose year over year across institutional venues. CLS reported average daily submitted volume of $2.658 trillion, up 14.7% from July 2025. Cboe FX spot ADV rose 24.6% to $56.8 billion, and CME FX futures and options ADV increased 8.6% to 811,190 contracts. The article notes different measurement units and no uninterrupted acceleration.
5 min readThe article says electronics-manufacturing services (EMS) firms are rising on AI infrastructure spending and faster data-center networking (400G, 800G, 1.6T), plus outsourcing and automation. It highlights Celestica (CLS), Plexus (PLXS), Sanmina (SANM), and Jabil (JBL) with stock performance and guidance figures, including Celestica FY26 revenue $20.5B and EPS $11.30.
7 min readAfter Lumentum’s fiscal Q4 beat, shares of Lumentum Holdings (LITE) rose 14% to $932. Lumentum reported adjusted EPS of $3.23 vs $2.99 and revenue of $1.01B (+109%). Nokia (NOK) and Celestica (CLS) each gained 9%, while Ciena (CIEN) rose 11% and Applied Optoelectronics (AAOI) added 3% in a sector sympathy rally tied to AI optics demand.
7 min readCelestica (CLS) shares rose 6.4% as investors returned focus to its AI infrastructure outlook after recent volatility. According to the company, Q2 revenue was $4.70B and adjusted EPS $2.54, above guidance. Management raised 2026 outlook to $20.5B revenue, $11.30 adjusted EPS, and $600M free cash flow. Connectivity & Cloud Solutions grew 84% YoY.
4 min readCLS Holdings plc (CLS) reported half-year results for six months to 30 June 2026. EPRA earnings fell to £10.9m from £16.1m, and statutory loss after tax was £69.6m. Dividend per share was nil. The company said it executed £56.8m of sales, exchanged £18.9m more, refinanced or repaid £113.6m of debt, and invested £12.5m. Vacancy was stable at 14.5%.
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