Celestica

CLS

Market cap $31.9B

Celestica (CLS) reported earnings 30 days ago. What's next for the stock?

Celestica (CLS) possesses solid growth attributes, which could help it handily outperform the market.

NEW YORK, Feb. 19, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Celestica Inc. ("Celestica" or the "Company") (NYSE: CLS). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

Celestica is upgraded to 'Buy' as I now recognize the enduring strength of AI tailwinds and management's execution. CLS achieved a 17th consecutive dual earnings beat, with Q4 EPS up 70% YoY and full-year EPS up 55%. Robust balance sheet, low leverage, and accelerating AI capex from hyperscalers position CLS for further upside and multiple compression.

CLS, RIO and BPOP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 18th, 2026.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

SPFI, RIO, CLS, PCB and PINE have been added to the Zacks Rank #1 (Strong Buy) List on February 18th, 2026.

Celestica remains a classic picks-and-shovels winner in AI infrastructure, with a unique engineering-led hardware platform. CLS's growth is driven by its Connectivity & Cloud Solutions segment, supplying hyperscalers and AI builders as data center demand accelerates. The company's engineering-led, IP-based hardware platform solutions differentiate CLS beyond its manufacturing footprint.

Celestica has successfully transitioned from a traditional EMS player to a mission-critical partner for AI hyperscalers, achieving a robust 7.7% operating margin. Traditional P/E multiples have become irrelevant in 2026 due to the company's massive $1 billion CAPEX investment cycle, which temporarily masks true earnings power. When valued on an EV/Sales basis (1.90x), CLS trades at a significant discount to the "AI infrastructure basket", implying a total return potential of over 100%.

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Celestica Inc. (“Celestica” or the “Company”) (NYSE: CLS).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com  or 646-581-9980, ext. 7980.