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Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

Celestica (CLS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

In recent days, analysts have highlighted Celestica’s profitability metrics and strong net income ratio, while UBS upgraded the company on expectations of AI-driven demand and faster revenue and earnings growth in 2027. These reports underscore how Celestica’s role in AI-related networking and data-center infrastructure is increasingly central to its long-term earnings outlook. Now we’ll examine how this upbeat AI-driven demand outlook could influence Celestica’s existing investment...

ADSK's Q2 results hinge on its sales reorganization, transaction-model shift and momentum in AECO, emerging markets and operations.

S is set to report Q2 fiscal 2027 results on Aug. 27, with revenue growth, AI-security momentum and cost savings in focus.

NuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.

Celestica (TSX:CLS) is in focus after reporting second quarter 2026 results and updating guidance. Revenue, earnings per share, and full year outlook all shifted, giving investors fresh numbers to reassess the stock. See our latest analysis for Celestica. Celestica’s latest earnings and higher 2026 revenue outlook have come alongside a sharp pullback, with the share price down 18% over 90 days but supported by a much stronger multi year total shareholder return. This suggests momentum has...

PLXS beats fiscal Q3 estimates as revenues jump 28%, fueled by Industrial strength, program ramps and broad demand, while its outlook signals more growth.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.

Celestica Inc (CLS) reports a 62% revenue surge and raises its full-year outlook, driven by robust demand in AI and networking sectors.

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se

Moby summary of Celestica Inc.'s Q2 2026 earnings call

July 28 (Reuters) - Futures tracking Canada's blue-chip stocks were muted on Tuesday, as investors assessed corporate earnings and monitored developments in the Middle East conflict.

Celestica Inc. has already reported its second-quarter 2026 results, with sales rising to US$4,698.6 million and net income reaching US$368.8 million, while earnings per share more than doubled from continuing operations versus a year earlier. Over the first half of 2026, Celestica’s sales climbed to US$8,745.6 million and net income to US$581.1 million, with earnings and revenue surpassing market expectations and prompting management to lift its full-year outlook. We’ll now examine how...

Celestica (CLS) delivered earnings and revenue surprises of +10.92% and +8.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

CDNS' Q2 outlook points to strong earnings and revenue growth as AI demand, expanding EDA use and recurring sales support momentum.

CSGP is set to report Q2 earnings on July 28, with residential growth in focus as Homes.com, Apartments.com and commercial expansion support revenues.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

AGYS' Q1 hinges on subscription growth, Marriott deployment progress and early updates on its new AI-driven modules.

CLS nears Q2 earnings with AI infrastructure demand, cloud growth and healthcare traction in focus as estimates edge higher ahead of the report.

SANM is expected to post stronger fiscal Q3 results as AI-driven demand and production ramps lift revenues despite pricing and macro headwinds.

INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.

INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing.

Investor attention on Celestica (TSX:CLS) has sharpened ahead of its upcoming earnings report, as a favorable Earnings ESP, strong Zacks Rank, and recent estimate revisions shape expectations around the next move in the stock. See our latest analysis for Celestica. Despite the positive sentiment ahead of earnings, Celestica’s recent share price performance has cooled, with the 30 day share price return down 17.81% and the 90 day return down 21.70%, even as the 1 year total shareholder return...