Movement Alert｜Celestica Rises 5.67% in Regular Trading, UBS Upgrades to Buy Rating Citing AI Business Acceleration

Market Focus08-27 21:46

On August 27, Celestica rose 5.67% in regular trading, trading at $324.7/share, with turnover of $126 million. The rally was driven by UBS upgrading the stock from Neutral to Buy.

UBS set a target price of C$591.92 and projected a two-year EPS compound annual growth rate of approximately 50%, forecasting earnings per share to rise from $10.83 in the 2026 natural year to $24.72 in the 2028 natural year. The firm highlighted robust demand for AI-driven Ethernet switching and AI/ML compute infrastructure, estimating a three-year revenue CAGR of 40% for the communications business segment. UBS further noted that custom ASIC solutions would drive significant growth in enterprise revenue.

The upgrade follows Celestica's strong Q2 results reported in late July, where revenue surged 62% year-over-year to $4.7 billion and adjusted EPS of $2.54 beat the consensus estimate of $2.27 by nearly 12%. The company raised its full-year revenue guidance to $20.5 billion and indicated that revenue growth would further accelerate into 2027, supported by new project wins and sustained AI infrastructure demand.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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.

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