Celestica's AI Demand Forecast Suggests Guidance Could Be Too Low -- Market Talk

Dow Jones05-25

1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. "Celestica's message at CIBC's Technology & Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low," the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

May 25, 2026 10:35 ET (14:35 GMT)

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2638555272?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-25 22:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2638555272","market":"hk","top_or_hot":-1,"title":"Celestica's AI Demand Forecast Suggests Guidance Could Be Too Low -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. \"Celestica's message at CIBC's Technology &amp; Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low,\" the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 25, 2026 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\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's AI Demand Forecast Suggests Guidance Could Be Too Low -- Market Talk</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's AI Demand Forecast Suggests Guidance Could Be Too Low -- Market Talk\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\">2026-05-25 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. \"Celestica's message at CIBC's Technology &amp; Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low,\" the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 25, 2026 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2045819591.USD","symbol_name":"Natixis WCM Global Emerging Markets Equity R/A USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2638555272","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638555272","pubTimestamp":1779719700,"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":"1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. \"Celestica's message at CIBC's Technology & Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low,\" the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4145":"电子制造服务","BK4588":"碎股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4585":"ETF&股票定投概念","CLS":"天弘科技","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"translate_title":"天弘的人工智能需求预测表明指导可能太低——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CLS":1.96},"content_text":"1435 GMT - Celestica's guidance for the next two years is likely leaning on the conservative side, according to Todd Coupland of CIBC. \"Celestica's message at CIBC's Technology & Innovation Conference sharpened our conviction that 2026 and 2027 guidance likely remains too low,\" the analyst says. He points to strong demand from hyperscalers and digital-native customers that is running ahead of the Toronto-based company's expectations. He says that visibility now stretches out to 2029, and the only real bottleneck is extreme component shortages, with some lead times hitting 99 weeks, even worse than during the pandemic. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 25, 2026 10:35 ET (14:35 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2638555272","isCrawlerRequest":true}