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CLS vs GLW
Which Stock Would AI Choose? Celestica (CLS) vs. Corning (GLW) Stock Comparison
Key Takeaways
- CLS shares have surged over 350% in the past year, driven by AI data center demand, outperforming the broader market significantly.
- GLW delivered strong Q1 2026 results with 18% core sales growth to $4.35 billion, fueled by optical communications for AI infrastructure.
- Both stocks benefit from AI trends: CLS in manufacturing servers and switches, GLW in optical fiber and connectivity.
- CLS trades at a lower forward P/E ratio around 30, compared to GLW's higher multiple near 78, highlighting valuation contrasts.
- Recent momentum favors GLW YTD at 85%, versus CLS at 40%, amid partnerships like NVIDIA and Meta.
- Analysts rate both as buys, with CLS showing stronger long-term EPS growth projections.
Introduction
This stock comparison examines CLS (Celestica Inc.) and GLW (Corning Incorporated), two key players in the electronics manufacturing and materials sectors riding the AI infrastructure wave. Celestica provides supply chain solutions for data centers, while Corning specializes in optical fiber and glass for connectivity. Traders seeking exposure to AI-driven growth in networking, servers, and high-speed data transmission will find this analysis relevant, particularly amid surging demand for cloud and hyperscaler infrastructure. By evaluating recent performance, business models, and market positioning, investors can gauge relative strengths in the current environment.
CLS Overview and Recent Performance
Celestica Inc. (CLS) is a leading electronics manufacturing services (EMS) provider, offering design, engineering, manufacturing, and supply chain solutions for AI data centers, cloud infrastructure, aerospace, and industrial markets. Its Connectivity & Cloud Solutions (CCS) segment focuses on hyperscaler demand for servers, storage, and networking gear.
In recent market activity, CLS shares have shown robust momentum, trading around $418 with a 39% YTD gain and over 350% one-year return as of May 2026. Q1 2026 revenue hit $4.05 billion, with adjusted EPS of $2.16 beating estimates, driven by AI-related CCS growth. Sentiment has been bolstered by partnerships like the AMD Helios rack-scale AI platform and raised 2026 revenue guidance to $17 billion. Despite volatility, such as post-earnings dips, analyst upgrades and bullish Zacks ratings reflect confidence in sustained hyperscaler demand.
GLW Overview and Recent Performance
Corning Incorporated (GLW) develops specialty materials including optical fiber, cables, and glass substrates for telecommunications, displays, and automotive applications. Its Optical Communications segment supplies critical connectivity for AI data centers.
Recent weeks have seen GLW stock around $162, with an impressive 85% YTD rise and 262% one-year performance. Q1 2026 core sales grew 18% to $4.35 billion, core EPS up 30% to $0.70, exceeding forecasts on strong optical demand. Key catalysts include Meta fiber expansions and NVIDIA partnerships for U.S. AI manufacturing. While shares dipped post-earnings on guidance, analyst targets average $163, supported by the Springboard plan targeting $11 billion incremental sales by 2028.
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Head-to-Head Comparison
CLS and GLW both capitalize on AI data center expansion but differ in business models: Celestica as an EMS contract manufacturer for hardware like switches and servers, versus Corning's materials focus on fiber optics and glass for connectivity. Growth drivers contrast with CLS's hyperscaler program wins versus GLW's long-term supply deals (e.g., Meta, NVIDIA).
Recent momentum shows GLW leading YTD (85% vs. 39%), but CLS dominates one-year (352% vs. 262%). Risk factors include CLS's customer concentration and supply chain volatility, while GLW faces display market cyclicality. Both have tech sector exposure, but CLS leans toward assembly, GLW toward components. Market sentiment favors CLS for higher projected EPS growth (42%+), trading at a discount on forward multiples.
Tickeron AI Verdict
Tickeron’s AI currently favors CLS due to superior trend consistency in AI hardware manufacturing, higher long-term EPS growth forecasts (up to $12.61 next year), and relatively attractive valuation amid sustained data center catalysts. While GLW offers stability via diversified materials and recent partnerships, CLS's positioning in hyperscaler ramps suggests greater upside probability in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLS is a StrongBuy and GLW is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLS’s FA Score shows that 3 FA rating(s) are green whileGLW’s FA Score has 1 green FA rating(s).
- CLS’s FA Score: 3 green, 2 red.
- GLW’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLS’s TA Score shows that 5 TA indicator(s) are bullish while GLW’s TA Score has 4 bullish TA indicator(s).
- CLS’s TA Score: 5 bullish, 4 bearish.
- GLW’s TA Score: 4 bullish, 5 bearish.
Price Growth
CLS (@Electronic Components) experienced а +5.76% price change this week, while GLW (@Electronic Components) price change was +0.91% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
CLS is expected to report earnings on Jul 27, 2026.
GLW is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Electronic Components (+5.17% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| CLS | GLW | CLS / GLW | |
| Capitalization | 45.3B | 154B | 29% |
| EBITDA | 1.36B | 4.07B | 33% |
| Gain YTD | 32.986 | 105.356 | 31% |
| P/E Ratio | 47.65 | 86.15 | 55% |
| Revenue | 13.8B | 16.3B | 85% |
| Total Cash | 378M | 1.76B | 22% |
| Total Debt | 772M | 9.92B | 8% |
CLS | GLW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 85 | 91 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 8 | |
SMR RATING 1..100 | 19 | 55 | |
PRICE GROWTH RATING 1..100 | 37 | 36 | |
P/E GROWTH RATING 1..100 | 28 | 65 | |
SEASONALITY SCORE 1..100 | 50 | 47 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CLS's Valuation (73) in the Electronic Components industry is in the same range as GLW (73). This means that CLS’s stock grew similarly to GLW’s over the last 12 months.
CLS's Profit vs Risk Rating (8) in the Electronic Components industry is in the same range as GLW (8). This means that CLS’s stock grew similarly to GLW’s over the last 12 months.
CLS's SMR Rating (19) in the Electronic Components industry is somewhat better than the same rating for GLW (55). This means that CLS’s stock grew somewhat faster than GLW’s over the last 12 months.
GLW's Price Growth Rating (36) in the Electronic Components industry is in the same range as CLS (37). This means that GLW’s stock grew similarly to CLS’s over the last 12 months.
CLS's P/E Growth Rating (28) in the Electronic Components industry is somewhat better than the same rating for GLW (65). This means that CLS’s stock grew somewhat faster than GLW’s over the last 12 months.
| CLS | GLW | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 64% | 3 days ago 54% |
| Stochastic ODDS (%) | 3 days ago 88% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 84% | 3 days ago 60% |
| MACD ODDS (%) | 3 days ago 78% | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 85% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 86% | 3 days ago 60% |
| Advances ODDS (%) | 3 days ago 85% | 3 days ago 66% |
| Declines ODDS (%) | 5 days ago 72% | 5 days ago 60% |
| BollingerBands ODDS (%) | 3 days ago 68% | 4 days ago 56% |
| Aroon ODDS (%) | 3 days ago 90% | 3 days ago 80% |
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +1.88% | ||
| FN - CLS | 66% Loosely correlated | +4.94% | ||
| TTMI - CLS | 64% Loosely correlated | +3.65% | ||
| GLW - CLS | 59% Loosely correlated | +1.50% | ||
| FLEX - CLS | 53% Loosely correlated | -1.50% | ||
| BHE - CLS | 51% Loosely correlated | +1.06% | ||
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GLW and
Correlation & Price change
A.I.dvisor indicates that over the last year, GLW has been closely correlated with FN. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if GLW jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To GLW | 1D Price Change % | ||
|---|---|---|---|---|
| GLW | 100% | +1.50% | ||
| FN - GLW | 68% Closely correlated | +4.94% | ||
| FLEX - GLW | 60% Loosely correlated | -1.50% | ||
| CLS - GLW | 59% Loosely correlated | +1.88% | ||
| JBL - GLW | 59% Loosely correlated | +2.10% | ||
| TTMI - GLW | 59% Loosely correlated | +3.65% | ||
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