AI Server Beneficiaries Surge, Market Cap Exceeds 3 Trillion Won

Celestica Inc. (CLS) jumped 7.06% on the New York Stock Exchange, closing at $294. Heavy trading boosted its market capitalization to about $33.8 billion (approximately KRW 44 trillion), representing a one-day gain of around $2.5 billion (roughly KRW 3.3 trillion). In its recently announced fourth‐quarter fiscal 2025 results, the company reported a 44% increase in revenue and a record‐high operating margin, surpassing market expectations. Celestica also raised its 2026 revenue forecast to $17.0 billion and its earnings‐per‐share projection to $8.75, fueling positive investor sentiment. Moreover, plans to expand U.S. production capacity to support Google’s next‐generation TPU systems, along with institutional and executive share transactions, have highlighted Celestica as a key AI data‐center beneficiary.

Headquartered in Toronto, Celestica is an electronic manufacturing services (EMS) and original design manufacturer (ODM) that designs and produces servers, network equipment, and high‐performance computing hardware for major global technology and telecommunications companies. Recently, the company has rapidly increased its exposure to AI data centers and cloud infrastructure, transforming itself from a traditional manufacturer into a high‐growth AI hardware partner.