Celestica forecasts strong revenue growth despite recent stock decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Source: TipRanks
Celestica Inc (NYSE: CLS) has seen its stock price drop by 5.01%, hitting a 5-day low, even as the broader market, including the Nasdaq-100 and S&P 500, shows positive gains.
The company forecasts a revenue of $12.2 billion in 2025, reflecting a 26% increase from 2024, driven by strong performance in the AI infrastructure market. Additionally, Celestica anticipates a non-GAAP earnings per share of $5.90 for 2025, indicating robust growth potential. Despite the stock's recent decline, analysts remain optimistic about Celestica's market position and growth trajectory.
This decline in stock price may be attributed to sector rotation, as the overall market trends upward, highlighting a potential disconnect between Celestica's performance and investor sentiment.
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Analyst Views on CLS
Wall Street analysts forecast CLS stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 425.360
Low
330.00
Averages
387.38
High
440.00
Current: 425.360
Low
330.00
Averages
387.38
High
440.00
About CLS
Celestica Inc. is a Canada-based company. It is engaged in designing, manufacturing and providing hardware platform and supply chain solutions. It delivers supply chain solutions globally to customers in two operating segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of its ATS end market and comprises its Aerospace & Defense (A&D), Industrial, HealthTech, and Capital Equipment businesses. Its Capital Equipment business comprises semiconductor and display businesses. The CCS segment consists of its communications and enterprise end markets. The enterprise end market consists of Celestica’s servers and storage businesses. It offers a range of product manufacturing and related supply chain services to customers in both of its segments, including design and development, new product introduction, engineering services, component sourcing, electronics manufacturing and assembly, testing, systems integration, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Enhanced Guidance: The company has provided stronger performance guidance, indicating its competitive position and growth potential in the market, which may attract more investor interest in its long-term development.
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- Adjusted EPS Exceeds Expectations: The company achieved an adjusted EPS of $2.16, surpassing guidance and reflecting an 80% year-over-year growth, which not only indicates improved profitability but also boosts investor confidence in future performance.
- Upward Revision of Full-Year Outlook: Celestica raised its full-year 2026 revenue outlook from $17 billion to $19 billion, reflecting a 53% growth, while also increasing its adjusted EPS forecast from $8.75 to $10.15, showcasing optimism regarding future market demand.
- Supply Chain Challenges: Despite strong performance, Celestica faces component shortages in custom silicon and memory, which could impact its ability to meet demand, necessitating careful management to align production with market needs.
See More
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