New York, January 27, 2026, 15:26 (ET) — Regular session
- Celestica shares surged roughly 8% in afternoon trading, adding to a turbulent week for the stock.
- The company will release its fourth-quarter results after the market closes on Wednesday, with investors zeroing in on the guidance.
- A law firm highlighted a report suggesting potential changes in Google’s AI server assembly operations.
Shares of Celestica Inc jumped 7.5% to $331.52 in Tuesday’s afternoon session, after bouncing between $309.45 and $337.25. Trading volume hit roughly 2.8 million shares, matching the pace of a stock often seen as a high-beta play on data-center investment.
This move is significant as Celestica prepares to release its fourth-quarter results after the bell on Wednesday, a key event that often shifts expectations for contract manufacturers linked to cloud and AI infrastructure.
Investors view Celestica as a stand-in for hyperscaler buildouts, where even minor changes in orders can cascade through its supply chain. That puts the upcoming outlook on equal footing with the recently reported quarter.
Analysts tracked by Benzinga are forecasting earnings per share around $1.70, based on net income divided by shares outstanding. The stock holds a consensus rating of “Outperform” with an average one-year price target of $379.18. Celestica’s main publicly traded competitors include Jabil, Flex, and Fabrinet. (Benzinga)
Celestica plans to report its fourth-quarter 2025 results after markets close on Wednesday, January 28. The company will hold a conference call at 8:00 a.m. ET the following day, Thursday, January 29. (GlobeNewswire)
A new concern is customer concentration risk — the market’s quick way of flagging how reliant a supplier is on a few major buyers — and if any key clients are shifting their business.
Pomerantz LLP announced Tuesday it is probing claims on behalf of Celestica investors, following a Jan. 22 Digitimes report suggesting Alphabet’s Google might be shifting assembly work for its tensor processing units to other suppliers. The firm pointed out this could mean a smaller role for Celestica in building Google’s AI servers. (GlobeNewswire)
Celestica hasn’t broken down revenue by customer in this week’s updates. Investors will be tuning into the earnings call, hoping for insight on demand trends and pricing. For traders, the key figure remains the “guidance”—management’s outlook for the next quarter or year.
There is a risk, though. Should the company’s outlook fall short of expectations, or if clients hold off or shift their data-center purchases, the stock could quickly lose ground—especially following a strong rally ahead of the earnings report.
The next catalyst arrives with the earnings report after Wednesday’s close, followed by management’s updated take on 2026 demand during Thursday morning’s Q&A session.
