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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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Celestica stock slides nearly 6% as AI-linked hardware names retreat ahead of U.S. jobs report

Celestica stock slides nearly 6% as AI-linked hardware names retreat ahead of U.S. jobs report

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. Reuters Across Wall Street, Treasury yields rose ahead of Friday’s U.S. nonfarm payrolls
8 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

New York, Jan 5, 2026, 14:29 EST — Regular session Fabrinet (NYSE:FN) shares fell about 6.7% on Monday, bucking a rise in the broader market. The stock was down $32.06 at $447.36 by 2:29 p.m. EST, after swinging between $490.18 and $440.00. The S&P 500 and Nasdaq were up about 0.7% and 0.8%, respectively. The move matters because Fabrinet sits deep in the hardware supply chain, providing optical packaging — the assembly and testing of optical components — and other precision manufacturing services for complex products. That leaves the stock sensitive to shifts in demand from equipment makers serving telecom
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

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:26 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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