Celestica Inc. Aktie News

Celestica stock price has slumped in the past few weeks, falling from the all-time high of $655 in June to the current $524. This retreat continued today, even after the company announced a $300 million investment in Texas.

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Celestica Inc. remains fundamentally strong despite its recent selloff likely tied to Broadcom's AI semiconductor miss. Google TPU momentum continues to support Celestica's AI server and switching ramps, especially as TPU hardware sales expand. The upcoming deployment of AMD's Helios rack-scale system adds another growth vector, as it reinforces Celestica's scale-up networking opportunity beyon...

Alphabet is raising $80B to fund AI infrastructure, sparking volatility and a rally in tech and semiconductor stocks. Despite market excitement, many hardware beneficiaries like AMD and Marvell are overvalued, making them unattractive for long-term investment at current levels. Nvidia offers a compelling opportunity with reasonable valuations relative to sector peers and remains central to hype...

Celestica has transformed into a high-growth connectivity and cloud solutions leader, benefiting from hyperscaler CAPEX and robust AI infrastructure demand. Despite trading at all-time highs and elevated multiples (~41.5x forward earnings), I reiterate my Buy rating, citing structural business changes and superior operating leverage. CLS's Q1 results highlight 80% YoY adjusted EPS growth, stron...

Celestica, leader of the contract manufacturing group, rallied 10% after Monday's 11% jaunt. The stock topped an alternative buy point.

Celestica is upgraded to Strong Buy, driven by AI-fueled demand and new catalysts from major hyperscaler and chip partner developments. Alphabet's $80B capital raise could unlock a $10–16B incremental networking opportunity for Celestica, anchoring its CCS segment's ~70% topline growth target by CY26. Celestica benefits from structural shifts to next-gen switches and expanding CPO switch market...

SAN JOSE, Calif.--(BUSINESS WIRE)--Aviz Networks today announced the availability of pre-installed Aviz Certified Community SONiC and Packet Broker option on Celestica hardware, now offered globally through EPS Global. The solution provides customers and partners with a turnkey approach to buy and deploy scalable, AI-ready, disaggregated networking infrastructure. Customers can buy two bundles,...