For the quarter ending June 30, 2026, analysts expect Celestica to report consensus revenue of $4.35 billion and adjusted EPS of $2.29, reflecting significant year-over-year growth as the stock trades at $305.28, well below its $430 median price target.
Investors are primarily focused on the performance of the Connectivity & Cloud Solutions (CCS) segment, which has become the company's primary growth engine amid the global AI infrastructure buildout. Market watchers will specifically scrutinize the adoption rates of 800G Ethernet switches and updates regarding the 1.6T networking roadmap scheduled for late 2026. Additionally, the sustainability of record-high operating margins and the ramp-up of new production facilities in Thailand and Texas remain critical for maintaining the stock's recent momentum.