CLSCelestica Inc.
The Read
CLS's stock historically showed a median absolute move of ~10%.
The schedule
- Mon26Oct
Q3 2026 results release detailing revenue growth continuity, AI segment margins, and potential forward guidance resets.
- Thu10Dec
End-of-year enterprise IT budget flush and updated channel checks on FY2027 order backlog for networking and computing infrastructure.
- Tue9Feb
Full-year 2026 wrap-up and initial formal FY2027 revenue and EPS guidance, a critical hurdle for maintaining its premium growth multiple.
- Thu29Apr
First quarter 2027 financial performance evaluating seasonal hardware deployment trends and margin resilience against macro headwinds.
- Mon26Jul
Past
- Thu10Sep
Mid-quarter channel checks on AI hardware orders from major hyperscalers, assessed against evolving supply chain and tariff policies under President Trump.
- Mon27Jul
Actual outcome: Bear · $328.43 at outcome
Celestica met Q2 EPS estimates and delivered strong results, raising its full-year outlook and forecasting accelerated 2027 revenue growth driven by AI infrastructure demand and new programs with OpenAI and AMD. Despite the strong fundamentals and raised guidance, the stock experienced extreme volatility, hitting the bear floor amid a broader AI hardware sector pullback before recovering to close slightly higher.
Celestica will report its publicly scheduled Q2 2026 earnings, providing critical updates on AI hardware supply, 1.6TbE switch cycles, and margin execution.
- Thu30Apr
Actual outcome: Bear · $351.02 at outcome
Stock fell 14.3% from event to outcome date, aligning with the bear trajectory.
