CLS

Celestica is well positioned in the AI hardware value chain, with HPS driving significant growth, but margins remain single-digit and value accrues upstream. HPS's share of revenue is set to rise from 21% in 2023 to 41% in 2025, reflecting strong execution on 1.6T programs and engineering investments. CLS trades at a demanding 35x earnings and 79x FCF, requiring 50%+ EPS growth and FCF above $1.2B by 2027 to justify the current valuation.

Consensus forecasts Celestica's revenue growth accelerating from 55.55% to 57.24% YoY through FY26, supported by the 1.6T networking production ramp. Analysts issued 16 upward EPS revisions and 13 revenue revisions, with zero downward revisions, reinforcing confidence ahead of July 28 earnings. Celestica has beaten EPS estimates in eight consecutive quarters and revenue in seven of the last eight, supporting expectations of another quarterly beat.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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$40 billion. That is the market capitalization of Celestica (NYSE:CLS | CLS Price Prediction), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales).

Celestica stock has done well in the past few years, helped by the ongoing artificial intelligence (AI) boom. Its US stock has jumped by 125% in the last 12 months and by over 4,500% in the last five years.

TORONTO, July 06, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS) (TSX: CLS) will release its second quarter 2026 financial results after market close on Monday, July 27, 2026, and will host a conference call at 8:00am ET on Tuesday, July 28, 2026.

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.