Core Insights - Celestica Inc. reported strong Q3 2025 results with revenue of $3.19 billion and non-GAAP adjusted EPS of $1.58, reflecting growth of 28% and 52% respectively, exceeding guidance [3][8][10] - The company raised its 2025 annual outlook to $12.2 billion in revenue and adjusted EPS of $5.90, up from previous estimates of $11.55 billion and $5.50 [4][9] - For 2026, Celestica anticipates revenue of $16.0 billion and adjusted EPS of $8.20, indicating growth of 31% and 39% respectively, driven by strong demand in AI data center infrastructure [4][18] Q3 2025 Financial Performance - Revenue for Q3 2025 was $3.19 billion, a 28% increase from $2.50 billion in Q3 2024 [8] - Non-GAAP adjusted operating margin reached 7.6%, up from 6.8% in Q3 2024 [8][13] - GAAP earnings per share (EPS) were $2.31, compared to $0.75 for Q3 2024 [8][15] Segment Performance - Connectivity & Cloud Solutions (CCS) segment revenue was $2.41 billion, a 43% increase year-over-year, with a segment margin of 8.3% [13] - Advanced Technology Solutions (ATS) segment revenue decreased by 4% to $0.78 billion, with a segment margin of 5.5% [14] Q4 2025 Guidance - For Q4 2025, Celestica expects revenue between $3.325 billion and $3.575 billion, with adjusted EPS projected between $1.65 and $1.81 [6] - The guidance assumes a non-GAAP adjusted effective tax rate of approximately 20% [6] Annual Outlook - The updated 2025 annual outlook reflects strong Q3 results and anticipated demand for Q4 2025 [10] - The company maintains its adjusted operating margin outlook of 7.4% for 2025 [7] Future Outlook - The demand outlook from major customers remains strong, particularly in AI data center infrastructure, supporting the 2026 annual outlook [4][10] - Celestica plans to file a notice for a new Normal Course Issuer Bid (NCIB) to repurchase up to 5% of its public float [20]

Group 1 - Celestica Inc. (NYSE:CLS) is highlighted as a strong stock with significant potential in the technology equipment manufacturing sector, praised for its comprehensive supply chain and manufacturing solutions [1] - The company provides a wide range of services including design, engineering, assembly, logistics, and aftermarket services to various industries such as technology, aerospace, and healthcare [1] - Jim Cramer noted the stock's impressive performance, comparing it favorably to Jabil, indicating that Celestica is on a strong upward trajectory [1] Group 2 - While Celestica shows promise, there are other AI stocks that may offer greater upside potential and lower downside risk, suggesting a competitive landscape in the investment space [1]

Celestica (CLS) is a leading electronics manufacturing services company that is trading at new all-time highs. Shares are up 340% over the past year and 25% over the past month. CLS has a 100% “Buy” Barchart opinion and a Trend Seeker “Buy” signal intact. Despite a consensus “Strong Buy” rating, some caution is advised due to CLS’s high valuation. Today’s Featured Stock Valued at $34.12 billion, Celestica (CLS) is one of the largest electronics manufacturing services company in the world, servi ...

Core Insights - Celestica Inc. is set to release its third-quarter earnings results on October 27, with analysts expecting earnings of $1.49 per share, an increase from $1.04 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.04 billion, compared to $2.5 billion a year earlier [1] Recent Performance - On July 28, Celestica reported better-than-expected second-quarter results and raised its FY25 guidance, leading to a 4.9% increase in share price, closing at $296.62 [2] Analyst Ratings - RBC Capital analyst Paul Treiber maintained an Outperform rating and raised the price target from $225 to $315 [4] - Goldman Sachs analyst Michael Ng initiated coverage with a Buy rating and a price target of $340 [4] - TD Cowen analyst Daniel Chan reinstated a Hold rating with a price target of $238 [4] - JP Morgan analyst Samik Chatterjee maintained an Overweight rating and increased the price target from $225 to $295 [4] - Citigroup analyst Atif Malik maintained a Neutral rating and boosted the price target from $172 to $212 [4]

Group 1 - Celestica (CLS) stock has surged approximately 206% this year, driven by strong demand for data center services and artificial intelligence computing equipment [1] - The stock is currently at a high but may experience a pullback, which could help it form a base for future growth [1] - Celestica holds the top position in the IBD 50 list of growth stocks, indicating strong market performance [1] Group 2 - Broadcom is highlighted as one of the best stocks in earnings performance, boasting a 98 EPS Rating, one of the highest in the semiconductor industry [2]

Core Insights - Celestica, Inc. is set to report Q3 2025 earnings on October 27, with sales estimated at $3.02 billion and earnings per share (EPS) at $1.47, reflecting a positive trend in earnings estimates for 2025 and 2026 [1][7] Earnings Performance - The company has a strong earnings surprise history, with an average surprise of 7.71% over the last four quarters, consistently exceeding earnings expectations [2][3] Earnings Predictions - A positive Earnings ESP of +2.49% and a Zacks Rank of 2 (Buy) suggest a likely earnings beat for the upcoming quarter [4] Product Innovations - Celestica introduced the SC6110, a next-generation storage controller designed for AI infrastructure and high-performance computing, which is expected to enhance its market position [5][8] Market Demand - The company anticipates solid net sales growth from the Enterprise segment, driven by a large hyperscaler customer beginning mass production and increasing demand for 400G and 800G switches [10] Stock Performance - Over the past year, Celestica's stock has surged by 339.1%, significantly outperforming the industry average of 121.2% and competitors like Flex Ltd. and Jabil Inc. [11] Valuation Metrics - Celestica's shares are trading at a forward P/E ratio of 43.18, which is above the industry average of 25.87 and its historical mean of 24.93, indicating a premium valuation [12] Industry Trends - The demand for power-efficient and scalable hardware solutions is increasing due to the growing complexity of AI workloads across various industries, positioning Celestica favorably in the market [15] Supply Chain Resilience - The company's diversified manufacturing network across 16 countries and robust inventory management strategies are helping to mitigate supply chain challenges, enhancing reliability among customers [16] Financial Health - Strong revenue growth and a stable cash cycle indicate effective capital management, which is expected to drive free cash flow and maintain a competitive edge in the electronics manufacturing services sector [17] Future Outlook - With a comprehensive portfolio and strong demand for networking products and AI-driven data center investments, Celestica is well-positioned for continued stock price appreciation, supported by positive earnings estimate revisions [18]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Celestica (CLS) - Celestica currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [2][3] - The stock has shown significant price increases, with a 13.43% rise over the past week, outperforming the Zacks Electronics - Manufacturing Services industry, which increased by 11.09% during the same period [5] - Over the past quarter, CLS shares have risen by 41.46%, and over the last year, they have surged by 316.15%, while the S&P 500 has only moved 6.22% and 17.55%, respectively [6] Trading Volume - The average 20-day trading volume for CLS is 2,582,815 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, one earnings estimate for CLS has increased, raising the consensus estimate from $5.55 to $5.58, with two upward revisions for the next fiscal year and no downward revisions [9] Conclusion - Considering the positive momentum indicators and earnings outlook, CLS is positioned as a promising stock to watch for near-term gains, supported by its 2 (Buy) rating and Momentum Score of B [11]

Core Insights - Celestica (CLS) is positioned to continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two reports [1][2] - The company has an average surprise of 10.10% over the past two quarters, with the most recent earnings reported at $1.39 per share, surpassing the expected $1.24 by 12.10% [2][5] - Recent estimates for Celestica have been increasing, with a positive Earnings ESP of +2.49%, indicating bullish sentiment among analysts [5][8] Earnings Performance - In the previous quarter, Celestica reported earnings of $1.20 per share against an expectation of $1.11, resulting in a surprise of 8.11% [2] - The upcoming earnings report is anticipated on October 27, 2025, with expectations for continued strong performance [8] Earnings ESP and Zacks Rank - The Zacks Earnings ESP metric suggests that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of beating consensus estimates [6][7] - Celestica's current Zacks Rank is 2 (Buy), which, combined with its positive Earnings ESP, indicates a strong likelihood of another earnings beat [8]

Group 1 - Celestica (NYSE: CLS) is benefiting from a strategic shift towards serving large hyperscale customers in the communications end market [1] - Key margins for Celestica have been consistently improving [1] Group 2 - Novo Capital's analyst has developed a resilient methodology focusing on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts [1] - The goal of Novo Capital is to discuss investment ideas and gain "alpha" through out-of-consensus information [1]

Core Insights - Celestica Inc. (NYSE:CLS) is highlighted as a strong investment opportunity with a Buy rating and a price target of $350 from Aletheia Capital [1] - The company is positioned as a key manufacturing partner for Google's TPU modules and networking switches, and plans to onboard OpenAI for its Capricorn server, the first ASIC-based AI server [1] Group 1: Financial Projections - Aletheia Capital anticipates that the deployment of Gothfish and Zebrafish ASIC servers for Google will significantly increase unit and content value, potentially doubling Celestica's enterprise revenue for fiscal 2026 and adding another 50% growth for fiscal 2027 [2] - The firm expects communication sales to triple from fiscal 2024 to fiscal 2027, reaching $12.6 billion, driven by 800Gbps switch upgrades for AI infrastructure at Amazon and Google [3] Group 2: Company Overview - Celestica Inc. designs and manufactures hardware platforms and provides supply chain solutions, operating through two main segments: Advanced Technology Solutions and Connectivity & Cloud Solutions [3]