AI Infrastructure Stock Poised for Major 2026 Success

Casey Halston

Published: January 28, 2026 5:07 PM ET

AI Infrastructure Stock Poised for Major 2026 Success

Celestica, a prominent player in the AI infrastructure sector, is experiencing rapid growth and favorable valuations. As artificial intelligence spending is projected to soar in 2026, Celestica stands to benefit significantly from this upward trend.

AI Infrastructure Spending Trends

According to research from Gartner, global spending on AI is expected to increase by 44% this year, reaching approximately $2.5 trillion. Notably, AI infrastructure will account for 54% of this total expenditure.

Celestica’s Growth and Performance

Over the past year, Celestica’s stock has surged by 177%. This impressive growth can be attributed to its focus on AI-driven solutions, particularly in its Connectivity and Cloud Solutions (CCS) business. This segment serves crucial markets such as cloud computing and data centers, which are at the forefront of the AI boom.

Financial Highlights

CCS revenue grew 43% year-over-year in Q3 2025, totaling $2.4 billion.
CCS represents 76% of Celestica’s overall revenue.
2025 revenue guidance is set at $12.2 billion, marking a 26% increase from the previous year.
Non-GAAP earnings guidance for 2025 is projected at $5.90 per share, a 52% rise compared to 2024.

Future Outlook for 2026

Celestica anticipates a continued upward trajectory into 2026, forecasting a 31% growth in top-line revenue and a remarkable 39% increase in earnings per share, reaching $8.20.

Market Position and Expectations

Last year, Celestica controlled 55% of the custom Ethernet switch market, a rise from 40% in 2024. As the custom AI processor market is expected to expand by 78% in 2026, Celestica’s positioning in this sector is promising. Additionally, they are in discussions with a hyperscaler to design innovative rack-scale data center networking solutions, with mass production slated for 2026.

Investment Potential

Despite its significant gains, Celestica stock is trading at just 3.2 times sales. This valuation is below the Nasdaq Composite index’s average sales multiple of 5.5. Should Celestica reach its revenue goal of $16 billion this year, aligning with the market average, its market capitalization could potentially exceed $88 billion, more than double its current value.

Investors may want to consider acquiring shares of Celestica as the company positions itself to capitalize on the anticipated growth in AI infrastructure spending through 2026.