Management just guided investors to $40 billion of revenue in 2027, roughly double this year's raised $21 billion target, and said 2028 customer demand looks meaningfully higher still. Earnings and revenue both beat expectations, with adjusted operating margin at a company record.
Latest Activity
CLS Coverage
Here Are Monday’s Top Wall Street Analyst Research Calls: AstraZeneca, Celestica, Chipotle Mexican Grill, Domino’s Pizza, Fortune Brands, Golar LNG, Jersey Mike’s Subs, Roku, and More
Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets…
Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally
Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI…
3 Stocks to Buy Before Wall Street Catches On in August
Institutional money is quietly rotating out of crowded mega-cap AI trades and into the fabricators and connectors that actually power the hyperscaler buildout. Three under-the-radar stocks are seeing professional positioning surge well…
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Live: Will Celestica Crush Q2 Earnings Tonight After the Market Closes?
Celestica posts Q2 results tonight after a 14% drop on its last earnings beat, with options traders stacking bullish bets and analysts watching whether AI infrastructure demand can finally translate into a…
3 Stocks to Buy Before Wall Street Catches On Before the End of July
Institutional money is quietly rotating into the infrastructure layer beneath the GPU trade, and three under-the-radar names are already posting numbers that suggest Wall Street hasn't caught up to the story yet.
The Single Biggest Reason to Buy Celestica Ahead of July 27 Q2 Earnings
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades…
This Undervalued $40 Billion Company Is Ready To Soar
$40 billion. That is the market capitalization of Celestica (NYSE:CLS | CLS Price Prediction), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around…
3 Stocks the Smart Money Is Buying While No One Is Watching
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain. The companies actually building, wiring, and connecting the AI factories trade…
The $500 Billion Capex Question That Will Make or Break BAI in 2026
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
Here Are Friday’s Top Wall Street Analyst Research Calls: Avis Budget, Caterpillar, Celestica, Commvault Systems, Ciena, Dutch Bros. e.l.f. Beauty, Hershey, Roblox, and More
Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded…
Why retirees are buying this closed-end fund yielding 8% on venture-stage tech
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund (CEF) that combines a venture-stage technology portfolio with a covered call writing strategy to deliver monthly income. With shares near $23…
Intel Dips 5%, AMD Down 3%: Rising Competition and Sector Pressure Test Two of Wall Street’s Favorite Chip Stocks
Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 5% in Friday trading, pulling back to around $44 after a strong run that has seen the stock nearly double over the past…
Goldman Sachs Top Tech, Media and Telecom Picks Have 40% to 100% Upside Potential
Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue. The…
Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI
Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026. Recently, Eric Bleeker and Austin Smith focused their attention on the competitive…