An analyst report on May 15, 2026, characterized Celestica’s recent stock decline as an irrational pullback and a buying opportunity.
First-quarter revenue reached $4.05 billion. This figure represents a 53% year-over-year increase. Earnings per share rose to $1.20, marking an 80% improvement. These results reflect robust demand from hyperscalers.
Future growth drivers include the ramp-up of 1.6T switching and liquid cooling solutions. The company is also expanding co-packaged optics (CPO) programs.
The report suggests that accelerating production capacity and a richer product mix will fuel earnings growth through 2027. This outlook persists despite market concerns regarding near-term margin pressures.