Celestica
CLSMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +497%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$43
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- September 2024
- The month this stock first became a Benson pick.
- Tracking duration
- 26 months
- How long Benson has been tracking this pick.
About Celestica
Celestica builds the networking switches and server systems that fill the giant data centers powering AI. Think of it as the builder that wires up the warehouses where AI lives, working for some of the biggest tech companies on earth. About 80% of its sales now come from that data center work. The rest comes from aerospace, defense, health tech, and factory equipment.
The case for and against
Both sides of the story, in plain English.
- Blowout Beat
Celestica brought in 4.05 billion dollars in sales in the first quarter of 2026, up 53% from a year ago. Its data center business is riding the AI building boom. It jumped 76% to 3.24 billion dollars, and the hardware Celestica designs itself grew 63% to about 1.7 billion. Profit per share hit 2.16 dollars, up 80% from last year and above the top of the company's own forecast.
- Forecast Fireworks
Celestica raised its 2026 sales forecast by 2 billion dollars to 19 billion. It also raised its profit forecast to 10.15 dollars per share, up from 8.75. On top of that, it won a deal to design and build a next generation AI network switch for a giant cloud company. The switch moves data with light, stays cool with liquid, and starts production in 2027. Management expects 2027 growth to beat this year's jump of more than 6.5 billion dollars by a wide margin.
- Few Big Buyers
About 80% of Celestica's sales now come from data center work, 3.24 billion out of 4.05 billion dollars. A handful of giant tech companies drive most of that. If even one slows its AI building or moves orders to a rival, Celestica feels it fast. The rest of the business, like aerospace and health tech, stayed flat at about 810 million dollars, so it offers little cushion.
- Cash Lags Growth
Celestica raised its 2026 sales forecast by 2 billion dollars but kept its spare cash forecast at 500 million dollars. That's less than 3 cents of spare cash for every dollar of sales. Building AI gear means buying lots of parts upfront, and the company just expanded its borrowing line to about 2.5 billion dollars to keep up. The stock also tends to swing about 30% more than the overall market, so bumps can hurt.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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