Celestica Inc.

5 days ago · seekingalpha.com

Agentic inference is intensifying AI networking demand, expanding Celestica Inc.'s content share across the growing AI infrastructure TAM through scale-out, scale-up, and system-level opportunities. The AMD Helios and OpenAI Jalapeno deal wins validate Celestica's deepening reach into next-generation AI architectures, underscoring an inflection from scale-out towards scale-up connectivity that requires 10x greater interconnect density. The upcoming 1.6T ramp also catalyzes an increasing mix shift for CLS towards higher-value HPS sales, reinforcing incremental operating leverage supportive of further earnings and FCF expansion at scale.

6 days ago · zacks.com

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.

7 days ago · zacks.com

CLS supports growing HealthTech demand with advanced manufacturing, supply chain and engineering solutions for medical devices.

7 days ago · seekingalpha.com

Arista Networks maintains robust AI-driven growth but faces margin compression due to supply chain cost inflation, guiding to flat 63% gross margins through CY27. ANET's strategic focus is on securing supply, not passing costs to customers, which limits its ability to expand margins compared to white box competitor Celestica. Celestica is positioned for margin expansion and faster revenue growth, trading at lower valuation multiples and benefiting from increased demand for white box Ethernet switches.

10 days ago · globenewswire.com

Mandeep Chawla named to newly created role of Group President, Global Markets; Todd Ankenmann appointed to Chief Financial Officer TORONTO, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE, TSX: CLS), a global leader in data center infrastructure and advanced technology solutions, today announced executive leadership appointments to align with the company's strong growth trajectory and position the business for sustainable, multi-year growth.

11 days ago · zacks.com

CLS and GLW are tapping the AI infrastructure boom from different parts of the data-center ecosystem.

13 days ago · globenewswire.com

TORONTO, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS)(TSX: CLS)(“Celestica” or the “Company”) will host its 2026 Investor and Analyst Day on Tuesday, October 27, 2026.

13 days ago · seekingalpha.com

Celestica raised 2026 guidance to $20.5 billion revenue and $11.30 EPS, while Q3 growth approaches 69% YoY. Component lead times exceeding 52 weeks are driving binding commitments and giving CLS demand visibility through 2028 and 2029. Ten 1.6T programs, CPO, AMD Helios and OpenAI Jalapeño create overlapping AI infrastructure ramps extending well beyond 2026.

19 days ago · zacks.com

Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.

21 days ago · zacks.com

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