Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

Celestica Q3 2026: A $40B Guide, Priced As If Growth Ends In 2027

Revenue +83%, a first 2027 outlook of $40B, and a FCF cut to pay for it. Keeping BUY, target trimmed to $560 from $575.

George Atuan, CFA's avatar
George Atuan, CFA
Nov 03, 2026
∙ Paid
meme talking about celestica cls buying back eventually their dhares at a lower price than the equity raise

In August, Celestica [CLS 0.00%↑] sold 11.1M new shares at $310 to fund its next leg of growth. On October 27 it told you what that leg looks like: $40B of revenue in 2027, +90% on this year, and adjusted EPS of $21.50. As I write this, the same shares cost $258, 17% below what the new shareholders paid less than three months ago.

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