Celestica reported excellent Q1 2026 results, benefiting from high capital expenditures by hyperscalers and a new partnership with AMD, positioning it as a key player in the AI industry. The company’s growth is tied to the AI supercycle, enabling hyperscalers to expand computing infrastructure. However, risks remain from potential component shortages and possible revenue delays. The analyst maintains a "buy" rating, acknowledging both the company’s strengths and emerging risks.
Celestica has appointed Steven Dorwart as President of its Connectivity and Cloud Solutions segment, effective July 6, 2026. Dorwart, a 21-year company veteran, replaces Jason Phillips who will retire at the end of the year but will stay on in an adv...
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