Celestica (CLS)

Celestica, CrowdStrike, and AppLovin are growing fast.

Celestica, Flex, and Jabil posted strong AI-driven earnings and raised guidance, yet thin margins and customer concentration risks temper the outlook for these server-building hyperscaler suppliers.

Celestica's terrific growth potential and cheap valuation suggest that it can easily become a multibagger.

Demand for AI infrastructure is off the charts.

Revenue surged 83% as AI infrastructure demand accelerated across networking and compute.

Celestica (NYSE:CLS) reported third-quarter 2026 revenue of $5.83 billion, up 83% from a year earlier and above the high end of its guidance range, as demand for AI infrastructure lifted both of its operating segments. Adjusted earnings per share rose 109% to $3.30, while non-GAAP operating margin

Under-the-radar AI suppliers Celestica and Marvell are posting explosive growth, and their valuations still have plenty of room to run.

Plexus posted record quarterly revenue and a $4.5 billion pipeline on defense and semiconductor equipment demand, with analysts rating it a Buy despite a rich valuation.

Celestica, Penguin Solutions, and ACM Research have all raised fiscal 2026 guidance yet trade at least 20% below recent highs, offering compressed valuations ahead of upcoming earnings reports.

Celestica stock seems poised to deliver terrific gains, driven by accelerating growth.

Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se

Celestica Inc (NYSE: CLS) exceeded analyst estimates with quarterly earnings of $2.54 per share and revenue of $4.7 billion, leading to a 4.7% jump in pre-market trading. Other top gainers include C3is, INLIF, and Polar Power. FIEE and KIDZ were among the top losers.

Gainers T3 Defense (NASDAQ:DFNS) stock increased by 22.0% to $15.98 during Monday's after-market session. The market value of their outstanding shares is at $4.3 million. Celestica (NYSE:CLS) shares moved upwards

These AI stocks should directly benefit from Alphabet's increasing capex.

Join us as we dissect Celestica's potential in the rapidly growing AI infrastructure sector. Is this stock a hidden gem or a risky bet? Tune in to find out!