내부자 매도
내부자 매도 1580만 달러 (내부자 2명)
첫날 +1.6% · 5일 후 -0.1%
8-K 공시
8-K: 이사·임원 변동
첫날 -8.8% · 5일 후 +9.0%
이전 이벤트 21건›
실적호재
Celestica Raises 2026 Guidance to $20.5B Revenue영어 원문
Company raises full-year guidance, AI demand drives growth, Q3 growth approaches 69% YoY
첫날 +5.6% · 5일 후 -4.0%
애널리스트호재
UBS Upgrades Celestica to Buy, PT Raised to $430영어 원문
UBS cites strong AI-driven demand for Ethernet switching and rack-scale solutions, sees 50% earnings growth to 2028
첫날 -0.7% · 5일 후 +1.6%
애널리스트
UBS: 투자의견 상향 → Buy
첫날 -0.7% · 5일 후 +1.6%
기업악재
CEO Sells 23,496 Shares for $8.5M영어 원문
Insider selling may raise valuation concerns
첫날 +1.6% · 5일 후 -13.5%
애널리스트호재
Celestica Gains Analyst Attention Amid AI Infrastructure Demand영어 원문
Multiple sources highlight CLS's expanding role in AI networking and data centers
첫날 -3.6% · 5일 후 -11.5%
M&A·자금조달악재
Celestica Announces $3B Common Share Offering영어 원문
Market participants surprised by offering given prior calm capex stance
첫날 -13.3% · 5일 후 +10.5%
›전개 과정 3회
- 2026-08-06 Company launches $3B treasury offering to fund AI infrastructure growth, working capital, and capex
- 2026-08-06 Priced at $310/share, diluting ~8.4%, triggering downgrades and negative sentiment.
- 2026-08-08 Market participants surprised by offering given prior calm capex stance
8-K 공시
8-K: 중요 계약 체결
첫날 +1.0% · 5일 후 +5.4%
애널리스트호재
Celestica Named Top Growth Stock for August영어 원문
Zacks highlights AI-driven demand, but sentiment split post-offering.
첫날 -13.3% · 5일 후 +10.5%
내부자 매도악재
내부자 매도 1880만 달러 (내부자 1명)
첫날 -2.3% · 5일 후 -6.4%
내부자 매도악재
내부자 매도 4230만 달러 (내부자 2명)
첫날 +8.6% · 5일 후 -16.4%
실적호재
Celestica Q2 beats, raises FY guidance영어 원문
AI monetization partners expand beyond META/GOOG to AMD, OpenAI, and AVGO, reinforcing pick-and-shovel status
첫날 +10.0% · 5일 후 +6.0%
›전개 과정 5회
- 2026-07-28 Revenue and EPS beat, FY guidance raised, driven by AI infra demand
- 2026-07-29 Q2 revenue up 62%, CCS segment up 84%, FY guidance raised to $20.5B
- 2026-07-29 Earnings call cites AI infrastructure demand and networking programs for stronger 2027 growth and margin gains.
- 2026-07-31 Company raises full-year guidance again and expects 2027 growth acceleration, reinforcing the beat-and-raise narrative
- 2026-08-01 AI monetization partners expand beyond META/GOOG to AMD, OpenAI, and AVGO, reinforcing pick-and-shovel status
M&A·자금조달호재
BankChampaign Establishes New Position in Celestica Worth $744K영어 원문
Institutional investor establishes new position in Q1, indicating increased interest
첫날 -6.0% · 5일 후 -4.1%
M&A·자금조달악재
Caxton Associates cuts Celestica stake by 97.7%영어 원문
Asset manager reduced holdings by 97.7% in Q1, indicating institutional positioning shift
첫날 +10.0% · 5일 후 +6.0%
실적
실적 발표
첫날 +4.2% · 5일 후 +7.4%
8-K 공시
8-K: 실적 공시
첫날 +4.2% · 5일 후 +7.4%
실적
Celestica to Report Earnings After Market Close July 27영어 원문
Multiple independent sources confirm Q2 report after close July 27, listed among key earnings this week
첫날 +4.2% · 5일 후 +7.4%
›전개 과정 2회
- 2026-07-25 Multiple independent sources confirm earnings timing, a key market focus
- 2026-07-27 Multiple independent sources confirm Q2 report after close July 27, listed among key earnings this week
애널리스트악재
CLS Tumbles >35% Pre-Earnings; Analysts Split on Valuation영어 원문
Scotia Bank cut holdings 3.5% in Q1; shares pressured ahead of earnings
첫날 -1.2% · 5일 후 -2.1%
›전개 과정 3회
- 2026-07-22 Stock in bear market; SA holds vs upgrades to Buy, focus on Q2 print and 2027 revenue visibility.
- 2026-07-22 CLS Nears Q2 Earnings; AI Demand and Valuation in Focus
- 2026-07-24 Scotia Bank cut holdings 3.5% in Q1; shares pressured ahead of earnings
기타호재
CLS Pitched as Google Tier-1 Supplier, High-Growth Watchlist Pick영어 원문
Multiple X users flag CLS as cheap Google supplier and high-growth name; no new specifics disclosed.
첫날 -1.2% · 5일 후 -2.1%
›전개 과정 2회
- 2026-07-22 Multiple X users flag CLS as cheap Google supplier and high-growth name; no new specifics disclosed.
- 2026-07-23 Google Capex Hike Boosts CLS and AI Infrastructure Names
8-K 공시
8-K: 이사·임원 변동
첫날 +4.2% · 5일 후 -1.4%
내부자 매도악재
내부자 매도 2160만 달러 (내부자 1명)
첫날 -5.3% · 5일 후 -5.2%
내부자 매도악재
내부자 매도 3320만 달러 (내부자 2명)
첫날 +2.6% · 5일 후 -13.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
