Goldman Sachs·2026-10-27CompanyBuy$435Celestica Inc. (CLS.US) 2026 Analyst Day & 3Q26 review: Better-than-expected 2027 EPS, revenue, and margin outlook
Bernstein·2026-10-27CompanyOutperform$520 → $495▼Celestica Inc (CLS.US) CLS Q3 26 Earnings & Investor Day Debrief: Clearing a high bar - with more upside to come
Bernstein·2026-10-15CompanyOutperform$520Celestica Inc (CLS.US) CLS Q3 26 Earnings & Investor Day Preview: Can OpenAI really do 5 GW of Jalapeno in 2028?
Bernstein·2026-10-01CompanyOutperform$520Celestica Inc (CLS.US) CLS: Could OpenAI Jalapeno be bigger for Celestica than Google TPU? And how sustainable is the business?
Bernstein·2026-09-29SectorInitiationOutperform$520US Networking & Communications Equipment US Networking: Scaling the bandwidth wall. Initiating with a positive viewUS networking & optical·OverweightCelestica·Top pick
Goldman Sachs·2026-10-23SectorAmericas Technology: Hardware,Expert Network Series: Data Center & Networking Equipment October 2026 outlook with 650 Group
Bernstein·2026-10-14SectorOutperform$520US Networking & Communications Equipment: US Networking: Numbers going up, multiples going down-Top questions and feedback on our initiation
J.P. Morgan·2026-10-13SectorHardware & Networking: OCP Insights: Day 1 Highlights Increasing Complexity in Scaling AI Infrastructure
Bernstein·2026-10-07SectorOutperform$520US Networking & Communications Equipment AI Value Chain: What do we need to believe to believe the AI build is healthy?
Goldman Sachs·2026-10-07SectorAMERICAS COMMUNICATIONS TECHNOLOGY: Expert Network Series: Data center outlook with Dell’Oro