Celestica Inc. ( CLS ) is an ODM working with tech companies to design, build, or put together hardware. It currently has a lot of success with 400G-1600G switches for AI data centers. Officially, the business has two segments: Advanced Technology Solutions, or ATS, which representsBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to u ...

Celestica Inc. ( CLS ) is an ODM working with tech companies to design, build, or put together hardware. It currently has a lot of success with 400G-1600G switches for AI data centers. Officially, the business has two segments: Advanced Technology Solutions, or ATS, which representsBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to u ...

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Celestica Inc. (NYSE:CLS) is one of the stocks Jim Cramer recently discussed. Celestica Inc. (NYSE:CLS) provides contract manufacturing, supply chain, and other services to businesses. Cramer discussed the firm’s role in the AI ecosystem and its investor presentation in New York City the day before. He cited Celestica Inc. (NYSE:CLS)’s partnership with Broadcom to point out that thinking about AI demand as “zero sum” ...

Celestica Inc. (NYSE:CLS) is one of the stocks Jim Cramer recently talked about. Cramer highlighted the stock’s strong performance during the year, as he commented: “Lately, the contract electronics manufacturers have been on fire… Jabil, we’ve had them on, Flex, Taiwanese company Foxconn, as well as a lesser-known Canadian outfit… called Celestica. Here’s a stock that has more than tripled for the year coming into this week. Just so you know, that means 253% as of today, jumping almost $25 or 8% today in ...

公司业务与行业地位 - 公司是电子制造服务行业的知名企业 提供设计、制造和供应链解决方案等一系列服务 [1] - 公司在行业中与Flex Ltd和Jabil Inc等主要公司竞争 [1] - 公司市值约为391.3亿美元 显示出其在行业中的重要地位 [4] 公司股票交易与表现 - 公司股票当前价格为340.13美元 小幅上涨0.70%或2.36美元 [3] - 当日股价在329.24美元至348.92美元之间波动 过去52周最高价为355.50美元 最低价为58.05美元 [3] - 过去六个月公司普通股的平均日交易量约为886,938股 而今日交易量达到277万股 [4] 公司内部人士交易 - 公司董事KOELLNER LAURETTE T于2025年10月30日以每股340.55美元的价格购买了600股普通股 [1] - 此次购买使其总持股量增至1,300股 [1] 公司股份回购计划 - 公司已获多伦多证券交易所批准进行正常程序发行人投标 可回购最多570万股普通股 约占其公众流通股的5% [2] - 回购期将于2025年11月3日开始 持续至2026年11月2日 或直至购股完成 [2] - 根据多伦多证券交易所规则 发行人投标中的每日购买量上限为221,734股 [4]

Key Points Celestica reported strong results and predicted impressive growth through 2026. The company is benefiting from booming demand for AI infrastructure. The stock jumped this week, but the valuation now looks rich. 10 stocks we like better than Celestica › Shares of data center infrastructure provider Celestica (NYSE: CLS) were up 14.9% for the week as of Thursday at 2:45 p.m. ET, according to data provided by S&P Global Market Intelligence. The main driver of the gain was a strong third-q ...

TORONTO, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS) (TSX: CLS), a global leader in data center infrastructure and advanced technology solutions, today announced that the Toronto Stock Exchange (the “TSX”) has accepted the Company's notice to launch a Normal Course Issuer Bid (the “Bid”). Under the Bid, the Company may repurchase on the open market, at its discretion during the period commencing on November 3, 2025 and ending on the earlier of November 2, 2026 and the completion of purchase ...

Vera Rubin NVL144平台性能可实现3.6Exaflops（FP4推理）和1.2Eflops（FP8训练），较GB300NVL72 提升3.3倍；第二代平台Rubin Ultra NVL576平台将在2027年下半年推出，CPU架构保持不变，而GPU将 升级为四颗Reticle尺寸核心，性能可实现15Exaflops（FP4推理）和5Eflops（FP8训练），较 GB300NVL72提升14倍。出货量方面，Blackwell芯片预计出货2000万块并已在亚利桑那州全面生产，基 于过去四个季度出货量与实际需求，NVIDIA预计Blackwell和明年推出的Rubin芯片将合计带来五个季 度5000亿美元的GPU销售额，有望进一步巩固其在全球AI计算供应链的领先地位。 开源证券近日发布通信行业点评报告：据天弘科技Celestica公告，2025Q3，公司实现营收31.9亿美元， 同比增长28%，超公司指引上限，实现调整营业利润率7.6%，同比提升0.8个百分点。 2025年10月28日，据天弘科技Celestica公告，2025Q3，公司实现营收31.9亿美元，同比增长28%，超公 司指引上限，实现 ...

8:08 AM ETBallooning capital expenditures on data centers for artificial intelligence will benefit the entire tech stack of computer gear makers, analysts... BREAKING: Tech Futures Rise On Amazon, Apple Canadian electronics manufacturer Celestica (CLS) kept rising Wednesday after an exceptional earnings report earlier this week. On Wednesday Celestica stock jumped 3.5%. Since reporting earnings on Monday, CLS is up 14%. The company is a former IBM (IBM) manufacturing unit. It specializes in designing and ma ...

公司概况与行业定位 - 公司是电子制造服务行业的重要参与者，业务涵盖设计、制造和供应链解决方案，服务于通信、企业和云市场等领域 [1] - 公司在行业内的竞争对手包括Flex Ltd和Jabil Inc等同样从事电子制造服务的公司 [1] 财务业绩表现 - 公司第三季度非GAAP调整后每股收益为1.58美元，营收达31.9亿美元，超过华尔街预期的每股收益1.49美元和营收30.4亿美元 [3][6] - 季度净利润达到2.678亿美元，合每股2.31美元，较去年同期的8950万美元（合每股0.75美元）实现近三倍增长 [5] - 营收实现27.6%的同比增长，主要由增长43.2%的连接与云解决方案部门所驱动 [4][6] 市场表现与预期 - 公司股价显著上涨6.78%，盘中最高涨幅达17.8%，此次上涨紧随强劲的三季度业绩公布之后 [3][6] - TD证券维持对公司股票的“持有”评级，但将目标股价从238美元上调至305美元，公司股票当前价格为326.45美元 [2] - 公司市值约为375.5亿美元，当日交易量为770万股 [5] 业务展望与驱动因素 - 公司管理层将全年营收预期上调至122亿美元，同时对盈利和自由现金流的预期也更为强劲 [4] - 业务增长得益于通信领域的强劲需求以及超大规模硬件销售额的增长 [4]