NEW YORK, Jan 8, 2026, 15:42 EST — Regular session
Celestica Inc shares fell 5.8% to $288.20 in afternoon trading on Thursday, after opening at $311.53 and sliding as low as $281.34. About 2.4 million shares had changed hands.
The drop matters because Celestica has turned into a high-beta read-through on spending for cloud and data-center gear, and investors have started to flinch at rich valuations across the AI supply chain. “It’s become a ‘show me’ sector,” said Art Hogan, chief market strategist at B. Riley Wealth. 1
Across Wall Street, Treasury yields rose ahead of Friday’s U.S. nonfarm payrolls report for December, which could shift bets on Federal Reserve rate cuts. The benchmark 10-year yield was up about 4 basis points at 4.179%, Reuters reported. 2
Celestica’s slide outpaced the broader tech tape. The Invesco QQQ Trust was down about 0.6% and Nvidia fell 2.1%.
Other electronics manufacturers that trade as AI-infrastructure proxies fell as well, led by Fabrinet down 6.5%. Sanmina lost 3.4%, while Flex slipped 1.6% and Jabil eased 1.1%.
Celestica said on Wednesday it will release fourth-quarter 2025 results after the market closes on Jan. 28 and will host a conference call at 8 a.m. ET on Jan. 29. 3
An October filing showed the company had guided for fourth-quarter revenue of $3.325 billion to $3.575 billion and adjusted earnings per share of $1.65 to $1.81, a profit measure that excludes some items. The same filing said Celestica reports results in two segments: Connectivity & Cloud Solutions and Advanced Technology Solutions. “The demand outlook from our largest customers … remains strong,” Chief Executive Rob Mionis said at the time. 4
But that old guidance is now the bar, and the stock has little patience priced in. Any hint that data-center orders are cooling, or that margins are tightening as customers push back on pricing, could keep pressure on Celestica and its peers even after Thursday’s pullback.
