Celestica Inc. (CLS)

Celestica Inc. (NYSE: CLS) is a global leader in design, manufacturing, and supply chain solutions, specializing in high-complexity electronic components for the world’s most innovative companies. Led by CEO Rob Mionis, the company’s mission is to deliver market-leading solutions through a focus on quality, technology, and superior customer experience. Celestica envisions a future as the premier hardware partner for the AI infrastructure era, providing the essential foundation for hyperscale data centers. Holding a dominant position in the Connectivity & Cloud Solutions (CCS) and Advanced Technology Solutions (ATS) segments, Celestica is a vital "picks and shovels" player in the global AI revolution. For followers of CLS stock, the company is the breakout growth story of the electronics manufacturing services (EMS) industry.

The business model of Celestica has been fundamentally supercharged by the explosive growth in AI-optimized server and networking demand. In late 2025, the company reported record-breaking quarterly revenue, driven by a surge in orders for its 800G networking switches and storage solutions from major "Hyperscaler" clients. The future business strategy for CLS stock centers on expanding its high-margin "proprietary design" services, moving away from low-margin commodity manufacturing. Throughout 2025, Celestica significantly expanded its manufacturing capacity in Thailand and Malaysia to meet the unrelenting demand for AI hardware. As we head into 2026, the company has raised its revenue targets to $16 billion, reflecting its dominant role in the AI supply chain. The company’s ability to maintain high inventory turnover while expanding its non-GAAP operating margins has made CLS stock a favorite among growth-oriented institutional investors.

Celestica stock is listed on the New York Stock Exchange and the Toronto Stock Exchange under the ticker symbol CLS. The CLS stock price has been one of the highest-performing assets in the tech sector during 2025, surging over 250% year-to-date as the market re-rated the stock as a pure-play AI infrastructure provider. Analysts tracking the CLS stock price note that despite its massive rally, the stock continues to trade at a compelling valuation relative to its earnings growth potential. For investors monitoring the CLS stock price today, the key focus remains on the company’s ability to secure components in a tight semiconductor market and its expansion into industrial and aerospace segments. As the global AI build-out continues, CLS stock is increasingly viewed as an essential holding for technology and semiconductor-adjacent portfolios. The long-term trajectory of the CLS stock price remains tied to the multi-year cycle of data center modernization.