A November 4, 2026 analysis rated Celestica Inc. a Strong Buy, citing its expertise in co-designing AI servers for hyperscalers as a key growth driver. The report projects revenue of $12.4 billion in 2025. It anticipates revenue reaching $40 billion by 2027, supported by awarded programs and strong demand visibility.
Despite a recent 30% pullback in its stock, the report says Celestica’s fundamentals remain robust. The company has expanded margins by shifting toward design partnerships and custom solutions.
The analysis followed Celestica’s strong third-quarter results, released in late October. The company beat guidance and raised its full-year outlook.