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Celestica grows AI business with partners like AMD and Google, targeting $27B revenue by 2027.

Analyst Insights
08 Oct 2026
Seeking Alpha
View Source
Bullish
Celestica grows AI business with partners like AMD and Google, targeting $27B revenue by 2027.

Celestica is expanding its AI and custom chip opportunities through partnerships with major players like AMD and Google, positioning itself as a key partner beyond traditional hyperscaler projects. Despite concerns about hyperscaler capital expenditure normalizing after 2027 and potential low-margin risks, Celestica is projected to exceed $27 billion in revenue by fiscal year 2027. The company's valuation remains attractive with strong price momentum, supporting confidence in its ability to convert growth opportunities into profits.

Celestica shares show strong interest on Pluang, with 100% of order activity on the buy side despite a 1-day price drop of 1.97%. The stock trades at USD 364.25, below its 52-week high of USD 472.40, reflecting ongoing market caution. These figures are current as of Oct 08, 2026, 22:41 WIB.

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