Celestica to Benefit from Multi-Year AI Infrastructure Demand

Dow Jones

Yesterday

1415 ET - Celestica's riding a wave of booming demand for artificial intelligence infrastructure, which should support a new phase of growth for the hardware design and electronics manufacturing services company. In a report, UBS analysts upgrade the stock to buy from neutral and raise the price target to $430 from $410. They say that Celestica will benefit from strong AI-drive demand for high-speed Ethernet switching and specialized AI computing equipment. What's more, the company is supplying a 1.6 Terabit rack-scale solution for ChatGPT developer OpenAI. These factors should speed up Celestica's "revenue growth and, more importantly, EPS growth" in 2027. UBS In the longer term, the analysts project that compounded annual growth rate for revenue will be around 39% through 2029 "with upside potential."

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.atigrdive.com/news/2662036912"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2662036912\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2662036912?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-25 02:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2662036912","market":"sg","top_or_hot":-1,"title":"Celestica to Benefit from Multi-Year AI Infrastructure Demand","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>1415 ET - Celestica's riding a wave of booming demand for artificial intelligence infrastructure, which should support a new phase of growth for the hardware design and electronics manufacturing services company. In a report, UBS analysts upgrade the stock to buy from neutral and raise the price target to $430 from $410. They say that Celestica will benefit from strong AI-drive demand for high-speed Ethernet switching and specialized AI computing equipment. What's more, the company is supplying a 1.6 Terabit rack-scale solution for ChatGPT developer OpenAI. These factors should speed up Celestica's \"revenue growth and, more importantly, EPS growth\" in 2027. UBS In the longer term, the analysts project that compounded annual growth rate for revenue will be around 39% through 2029 \"with upside potential.\"</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Celestica to Benefit from Multi-Year AI Infrastructure Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCelestica to Benefit from Multi-Year AI Infrastructure Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-25 02:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>1415 ET - Celestica's riding a wave of booming demand for artificial intelligence infrastructure, which should support a new phase of growth for the hardware design and electronics manufacturing services company. In a report, UBS analysts upgrade the stock to buy from neutral and raise the price target to $430 from $410. They say that Celestica will benefit from strong AI-drive demand for high-speed Ethernet switching and specialized AI computing equipment. What's more, the company is supplying a 1.6 Terabit rack-scale solution for ChatGPT developer OpenAI. These factors should speed up Celestica's \"revenue growth and, more importantly, EPS growth\" in 2027. UBS In the longer term, the analysts project that compounded annual growth rate for revenue will be around 39% through 2029 \"with upside potential.\"</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BMPRXR70.SGD","symbol_name":"Neuberger Berman 5G Connectivity A Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2662036912","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2662036912","pubTimestamp":1787595300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1415 ET - Celestica's riding a wave of booming demand for artificial intelligence infrastructure, which should support a new phase of growth for the hardware design and electronics manufacturing services company. In a report, UBS analysts upgrade the stock to buy from neutral and raise the price target to $430 from $410. They say that Celestica will benefit from strong AI-drive demand for high-speed Ethernet switching and specialized AI computing equipment. What's more, the company is supplying a 1.6 Terabit rack-scale solution for ChatGPT developer OpenAI. These factors should speed up Celestica's \"revenue growth and, more importantly, EPS growth\" in 2027. UBS In the longer term, the analysts project that compounded annual growth rate for revenue will be around 39% through 2029 \"with upside potential.\"","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","CLS":"天弘科技","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","CSEX":"Tradr 2X Long CLS Daily ETF","BK4588":"碎股","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4145":"电子制造服务","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"translate_title":"天弘将受益于多年人工智能基础设施需求","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSEX":0.6,"CLS":1.96},"content_text":"1415 ET - Celestica's riding a wave of booming demand for artificial intelligence infrastructure, which should support a new phase of growth for the hardware design and electronics manufacturing services company. In a report, UBS analysts upgrade the stock to buy from neutral and raise the price target to $430 from $410. They say that Celestica will benefit from strong AI-drive demand for high-speed Ethernet switching and specialized AI computing equipment. What's more, the company is supplying a 1.6 Terabit rack-scale solution for ChatGPT developer OpenAI. These factors should speed up Celestica's \"revenue growth and, more importantly, EPS growth\" in 2027. UBS In the longer term, the analysts project that compounded annual growth rate for revenue will be around 39% through 2029 \"with upside potential.\"","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}