Notícias

Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.

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.

Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% […]

The latest trading day saw Celestica (CLS) settling at $335.5, representing a -1.2% change from its previous close.

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.

Here is how Advantest Corp. (ATEYY) and Celestica (CLS) have performed compared to their sector so far this year.

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.

Celestica's share price has delivered a very large 5 year gain, yet its valuation checks are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples screen the stock as cheaper. Celestica has returned about 4,518.8% over 5 years, which puts a lot of weight on whether current expectations for the business can be sustained. The key support for the current valuation is that investors may see room for further cash flow growth. The main...

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...

Celestica (TSX:CLS) has appointed Steven Dorwart as President of its Connectivity and Cloud Solutions (CCS) segment. Dorwart succeeds Jason Phillips, taking over leadership of a division focused on enterprise and hyperscaler clients. For investors watching Celestica, the leadership change comes after a very large three-year return and a current share price of CA$421.82. Over the past year, the stock is up 89.1%, while year to date it is up 1.7%. In the shorter term, the share price has...

Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Celestica (CLS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

TMUS is expected to post higher Q2 2026 revenues, driven by subscriber and broadband growth, with new business and value offerings fueling momentum ahead of earnings.

In the most recent trading session, Celestica (CLS) closed at $334.77, indicating a -2.97% shift from the previous trading day.

A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages could limit immediate revenue recognition.

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Celestica Inc. (NYSE:CLS) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 185%. In early June, RBC Capital analyst Paul Treiber maintained an Outperform rating and a $440 price target. Treiber cited stronger 2026 and 2027 outlooks, while noting that component shortages had limited first-quarter upside. […]

FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.

JBL is expanding its capabilities in digital health, AI-enabled medical technologies and smart manufacturing as it broadens healthcare solutions worldwide.

TTM Technologies is riding surging AI infrastructure demand as advanced PCB complexity, capacity expansion and strong growth fuel its long-term revenue outlook.

$40 billion. That is the market capitalization of Celestica (NYSE:CLS), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales). This move came alongside the company’s Q1 2026 report on April 27, 2026. Management now expects to add more than $6.5 billion in revenue this ... This Undervalued $40 Billion Company Is Ready To Soar

Celestica (CLS) concluded the recent trading session at $345.06, signifying a -1.47% move from its prior day's close.

Celestica Inc. has appointed 21-year company veteran Steven Dorwart as President of its Connectivity and Cloud Solutions segment, succeeding Jason Phillips, who will retire at year-end but remain in an advisory role during the transition. This leadership change comes as Celestica emphasizes its role in AI and cloud infrastructure, with management raising 2026 guidance on stronger demand and increased customer visibility. Next, we’ll examine how Dorwart’s appointment to lead Connectivity and...

Celestica stock has delivered an exceptionally strong run over the past five years, yet its valuation checks paint a more cautious picture, with the shares screening as undervalued on earnings multiples while the overall value score suggests it is not a straightforward bargain. Celestica has returned about 50.7x over 5 years, which sets a very high bar for any further upside to be justified by fundamentals. Expectations around continued demand for Celestica's AI and cloud infrastructure work...

Celestica (TSX:CLS) has drawn fresh attention after appointing 21-year company veteran Steven Dorwart as President of its Connectivity and Cloud Solutions segment, succeeding retiring executive Jason Phillips. Phillips will stay on in an advisory role. See our latest analysis for Celestica. The leadership change at Celestica comes after a sharp move in the stock over the past year, with the share price currently at CA$498.11 and a 1 year total shareholder return of 136.67%. The 90 day share...

Celestica's leadership change comes at a high-momentum moment