Workflow
Hardware Solutions
icon
Search documents
Bank of America’s SSI Points to 12% Upside for the S&P 500 – Here Are 2 Stocks to Play the Call
Yahoo Finance· 2026-02-06 10:57
Core Insights - Celestica is a leader in providing high-end platform solutions for technology needs, particularly in AI, cloud, and data center installations, offering services from design to deployment and after-market support [1][2] Group 1: Company Overview - Celestica is based in Toronto and adopts a broad-based approach in the tech field, providing design expertise, engineering, manufacturing strength, and supply chain solutions [2] - The company serves various markets including aerospace, defense, communications, smart energy, and healthtech, and is involved in the semiconductor field [7] Group 2: Financial Performance - Celestica's annual revenue grew by 28% last year, reaching $12.39 billion, with a quarterly revenue of $3.65 billion in 4Q25, representing a 43% year-over-year increase [8] - The company reported a non-GAAP EPS of $1.89 in its last quarterly report, up from $1.11 a year prior, exceeding estimates by 13 cents [8] Group 3: Market Position and Analyst Insights - Analysts highlight Celestica's strong potential in AI-driven upgrades for data center switches and custom ASIC accelerated servers, expecting continued market share gains [9] - The stock has a Strong Buy consensus rating, with 9 recent analyst reviews, including 7 Buy and 2 Hold, and a current price of $275.86 with a target of $378.22, suggesting a 37% potential gain [9]