CLS boosts 2026 outlook to $19B revenue and $10.15 EPS as AI demand fuels its compute, networking and new data center products.
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Does Celestica (CLS) have what it takes to be a top stock pick for momentum investors? Let's find out.

The AI Boom Powering Celestica

10:30am, Thursday, 07'th May 2026
Celestica secured hyperscaler agreements extending into 2028, improving demand visibility and reducing cancellation risk across major AI infrastructure programs. Communications and Cloud Solutions now
Celestica is successfully transitioning from low-margin EMS to higher-margin ODM, driving margin expansion and a stronger investment case. HPS revenue mix rose to 42% in Q1 FY26, up 400 bps sequential
Celestica (CLS) could produce exceptional returns because of its solid growth attributes.
Here is how Celestica (CLS) and A10 Networks (ATEN) have performed compared to their sector so far this year.
Celestica (CLS) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
The aggressive build-out of AI data centers has supercharged Celestica stock over the past year.
Geopolitical risks linger, but FDX, TPR, CLS and VRT stand out for strong interest coverage ratios, signaling debt-paying strength.

Celestica: A Bet On AI CapEx Growth

04:51am, Wednesday, 06'th May 2026
Celestica is a leading AI infrastructure play, benefiting from robust Data Center and cloud hardware demand. Despite beating Q1 estimates and raising its FY 2026 revenue guidance, CLS shares dropped 1
Celestica (CLS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Celestica's hyperscaler-driven CCS growth is accelerating, supported by 1.6T networking wins and AI/ML compute ramps, with management guiding very strong enterprise growth into 2027. Massive multiyear
Celestica benefits from the record CapEx of hyperscalers, although there are new risks associated with component shortages. The partnership with AMD could become the reason for a new transformation of
Celestica (CLS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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