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NYSE:CLS News 3 December 2025 - 6 February 2026

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica shares jumped 5.9% to $312.31 Friday, tracking gains across AI hardware stocks as investors bet on higher data-center spending by major cloud firms. The company recently expanded U.S. manufacturing for Google’s TPU systems and raised its 2026 revenue target to $17 billion. Fidelity’s FMR LLC disclosed a 6.4% stake in Celestica. Jefferies maintained Broadcom as a “top pick” with a $500 target.
6 February 2026
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Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica shares rose 7.5% to $331.52 Tuesday, trading as high as $337.25 ahead of its fourth-quarter earnings due after Wednesday’s close. Pomerantz LLP is investigating after a report suggested Google may shift AI server assembly to other suppliers, raising concerns over Celestica’s customer concentration. About 2.8 million shares traded hands. Investors are focused on the company’s guidance for 2026.
27 January 2026
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Fabrinet stock slides nearly 7% today as contract manufacturers sell off; earnings in focus

Fabrinet stock slides nearly 7% today as contract manufacturers sell off; earnings in focus

Fabrinet shares dropped 6.7% to $447.36 by early afternoon Monday, defying gains in the S&P 500 and Nasdaq. The decline came ahead of the company’s quarterly update, with investors watching for signs of demand shifts after management set a high revenue target for the December quarter. Jabil, Celestica, and Flex also fell. The ISM manufacturing PMI slipped to 47.9 in December, signaling contraction.
5 January 2026
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Celestica Inc Stock (CLS) News Today: Why Shares Slid, What Analysts Forecast, and What to Watch Next

Celestica Inc Stock (CLS) News Today: Why Shares Slid, What Analysts Forecast, and What to Watch Next

Celestica Inc. (NYSE: CLS; TSX: CLS) is back in the spotlight on December 15, 2025 after a sharp pullback that reminded investors of an uncomfortable truth: even “AI infrastructure winners” can get whipsawed when the market mood flips. On the NYSE, Celestica closed at $306.50 on December 12, down $44.91 (-12.78%), and was indicated higher in early pre-market trading on December 15 around $312.10 (+1.83%). StockAnalysis So what’s driving the move, what’s new in today’s news flow, and what do forecasts look like heading into 2026? Why Celestica stock dropped: the selloff was bigger than one company The most important
15 December 2025
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Celestica Inc. Stock (CLS) Update: Why Shares Slumped, What Analysts Forecast, and the 2026 Outlook (Dec. 14, 2025)

Celestica Inc. Stock (CLS) Update: Why Shares Slumped, What Analysts Forecast, and the 2026 Outlook (Dec. 14, 2025)

Celestica Inc. (NYSE: CLS; TSX: CLS) is ending the week on a sharp down note after a steep tech-led selloff, even as new filings and fresh commentary published Sunday, Dec. 14, 2025 keep the company firmly in the spotlight for investors tracking AI data center infrastructure and hyperscaler spending. Below is a detailed, publication-ready look at today’s Celestica stock news, forecasts, and analysis, including what moved the shares, what Wall Street is modeling next, and the catalysts that could matter most into early 2026. Key takeaways for Celestica stock today Celestica stock price action: what happened into Dec. 14, 2025?
14 December 2025
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Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica Inc. (NYSE: CLS, TSX: CLS) has become one of 2025’s most explosive AI infrastructure plays. After a huge run and fresh product launches, the stock is now digesting gains in a bout of volatility. Here’s what investors need to know today. Celestica stock today: still near highs, but volatility is back As of the close on Tuesday, December 2, 2025, Celestica’s U.S.-listed shares finished at $304.29, down 4.4% on the day from $318.37.StockInvest+1 Key snapshot metrics: Technical services are split on what happens next: In other words: Celestica is no longer an under‑the‑radar value play. It’s an AI winner
3 December 2025
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Stock Market Today

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

7 February 2026
IonQ, Rigetti, D‑Wave, and Quantum Computing Inc shares surged 15–21 percent Friday, erasing losses from the previous session. The rebound followed a Wall Street rally that sent the Dow above 50,000 for the first time. IonQ remains under scrutiny after a short-seller report questioned its Pentagon contract revenue. Investors await delayed U.S. jobs and inflation data next week.
Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

7 February 2026
U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
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