Celestica is entering 2027 with strong momentum, including ten 1.6T programs, ongoing 800G growth, and upcoming production for AMD Helios and OpenAI racks. Management forecasts revenue growth in 2027 to surpass 65%, supported by multibillion-dollar AI initiatives and long-term capacity commitments. The base case projects $31 billion in revenue and $16 adjusted EPS, with a price target of $450 and about 24% upside potential. Key risks include high capital expenditure, with $1 billion planned for 2026 and a nearly 10% increase in shares due to an equity issuance in August.
Celestica shares are trading at USD 372.62 on Pluang as of September 25, 2026, 01:51 WIB, showing a 1-day gain of 2.69%. The stock's market cap stands at $45.79 billion, reflecting significant investor interest. Despite strong sell activity with 99% of orders being sell orders, the stock remains well above its 52-week low of $233.67.
