Celestica is expected to report Q3 2026 revenue of $5.47 billion and adjusted EPS of $2.97, while the stock currently trades at approximately $260.01 against an average analyst target of $448.30. Investors are primarily focused on the performance of the Connectivity & Cloud Solutions (CCS) segment, which is benefiting from the rapid adoption of 800G and 1.6T networking switches.
Supporting this growth, management recently raised full-year 2026 revenue guidance to $20.5 billion, driven by robust demand from hyperscale customers and new AI-computing programs. Analysts will be listening for updates on the ramp-up of OpenAI accelerator racks and the durability of enterprise demand into 2027.