StreetInsider.com News Articles

Bernstein SocGen Group Reiterates Outperform Rating on Celestica (CLS)

Thu, 15 Oct 2026 08:27:43 -0400

Bernstein SocGen Group analyst Daniel Zhu reiterated an Outperform rating and $520.00 price target on Celestica (NYSE: CLS).

The analyst commented: "Can OpenAI really do 5 GW of Jalapeno in 2028? Celestica is expected to release its Q3 26 earnings press release on Monday, October 26th , after the close. This will be followed by the combined earnings call and Investor Day on October 27th . For the quarter, we expect $5.4B in revenues and $458M in operating profit, largely in line with guidance and with sell-side consensus of $5.4B and $457M. While we are lower on EPS ($2.79 vs. consensus

Celestica Introduces the DS6005 Data Center Switch with Co-Packaged Optics to Enable Power-Efficient AI Fabrics

Mon, 12 Oct 2026 08:00:00 -0400

New 102.4Tbps, 1.5OU fully liquid-cooled system is designed to increase bandwidth density and reduce power in OCP ORv3 deployments

TORONTO, Oct. 12, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS) (TSX: CLS), a global leader in data center infrastructure and advanced technology solutions, today introduced the Celestica DS6005, a co-packaged optics (CPO) data center switching system designed to address the bandwidth density, power, latency, and reach requirements of next-generation AI data center networks.

Built on the Broadcom Tomahawk 6 – Davisson switch chip, the DS6005 is designed to deliver up to 102.4Tbps

Celestica Introduces the DS6005 Data Center Switch with Co-Packaged Optics to Enable Power-Efficient AI Fabrics

Mon, 12 Oct 2026 08:00:00 -0400

New 102.4Tbps, 1.5OU fully liquid-cooled system is designed to increase bandwidth density and reduce power in OCP ORv3 deployments

Built on the Broadcom Tomahawk 6 – Davisson switch chip, the DS6005 is designed to deliver up to 102.4Tbps

Bernstein sees positive risk-reward for this networking stock into CMD day

Sun, 11 Oct 2026 20:00:00 -0400

Bernstein reiterated an "outperform" rating and $520 price target on this networking equipment maker, saying the market is substantially underestimating revenue from OpenAI's Jalapeno server-rack programme and seeing positive risk-reward ahead of the company's Oct. 27 analyst day.

Bernstein analyst Daniel Zhu identified Celestica as a beneficiary, saying many forecasters are benchmarking Jalapeno against Google's TPU programme, understating its revenue potential.

In both programmes, Celestica builds the racks but does not book the chip-and-memory package as its own sale. However, Jalapeno is a full-rack programme, meaning more components count as Celestica revenue than under the TPU programme, he said.

Zhu estimates a Jalapeno

Bernstein sees positive risk-reward for this networking stock into CMD day

Sun, 11 Oct 2026 20:00:00 -0400

Bernstein analyst Daniel Zhu identified Celestica as a beneficiary, saying many forecasters are benchmarking Jalapeno against Google's TPU programme, understating its revenue potential.

Zhu estimates a Jalapeno

Celestica to Hold Q3 2026 Financial Results and 2026 Investor and Analyst Day Conference Call

Tue, 06 Oct 2026 16:15:00 -0400

TORONTO, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS)(TSX: CLS) will hold its third quarter 2026 financial results and 2026 Investor and Analyst Day conference call on Tuesday, October 27, 2026. The conference call start time is 8:00am ET.

Financial results will be released after market close on Monday, October 26, 2026.

During the conference call, Celestica’s management will provide an update on its business operations, strategic priorities, growth opportunities and its financial outlook.

Participants are invited to join the live webcast at the following link.

For those unable

Celestica to Hold Q3 2026 Financial Results and 2026 Investor and Analyst Day Conference Call

Tue, 06 Oct 2026 16:15:00 -0400

Financial results will be released after market close on Monday, October 26, 2026.

During the conference call, Celestica’s management will provide an update on its business operations, strategic priorities, growth opportunities and its financial outlook.

Participants are invited to join the live webcast at the following link.

For those unable

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Cantech Announces 2025-26 Cantech Letter Awards Finalists

Tue, 06 Oct 2026 09:41:00 -0400

Toronto, Ontario--(Newsfile Corp. - October 6, 2026) - Cantech Letter (the "Company" or "Cantech") is pleased to announce the finalists for the 2025-2026 Cantech Letter Awards. These awards, based on the results of a panel of anonymous Canadian sell-side analysts, celebrate the companies and leaders who have made outstanding contributions to the country's technology sector. The finalists reflect the best of Canadian innovation and achievement, and the winners will be honoured at the ROTH Closing Reception following the Cantech Investment Conference October 8th in Toronto.

Finalists for the 2025-26 Cantech Letter Awards:

TSX Tech Stock of the Year:

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27

Stifel sees AI supply constraints ahead of Q3 tech earnings

Mon, 05 Oct 2026 06:35:54 -0400

Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.
Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27