Celestica's stock jumps 5.68% intraday on AI growth and analyst upgrades.

Celestica surged 5.68% intraday following the release of robust third-quarter results and upwardly revised 2025 guidance. The company reported $3.19 billion in revenue (up 27.8% year-over-year) and adjusted EPS of $1.58, exceeding expectations. It raised its 2025 revenue forecast to $12.2 billion and adjusted EPS to $5.90, while projecting 2026 revenue of $16 billion. Analysts responded by upgrading price targets, with RBC and New Street Research setting $400 levels, and the average consensus target rising to $336.13. Despite a broader market sell-off, the stock’s intraday rally reflects optimism around its AI infrastructure growth and strong cash flow generation, even as valuation models suggest overvaluation. The move aligns with recent analyst upgrades and confidence in Celestica’s high-performance computing and enterprise solutions.