Celestica Inc. Stock News

Celestica's revenue rose 21% year-over-year to $9.65B, fueled by CCS growth; FCF jumped 50% amid buybacks and low leverage, indicating strong fundamentals. HPS design capabilities expand margins, forging durable ties across AI, defense, and data centers, with multi-year production programs reinforcing stability. Risks include Thailand/China exposure, big-customer reliance, and AI capex cycles, ...

Celestica is my top AI Connectivity pick for 2025 due to booming AI business, strong management, and increased hyperscaler capex towards its cloud communication products. Celestica's CCS segment saw massive demand in 2024 with increasing market share, leading to upgraded 2025 revenue targets of $10.7 billion, driven by its Ethernet-based switches. Despite thin margins, Celestica's pivot to desi...

Celestica reported Q4-CY24 revenue of $2.55B (+19% YoY), with CCS segment revenue surging 30% YoY to $1.74B. Full-year CY25 revenue is projected at $10.7B (+11% YoY), with adjusted EPS expected to hit $4.75 (+22% YoY). HPS within CCS grew 65% YoY, driven by AI-driven data center and networking demand.

Celestica is rated as a "Strong Buy" due to a 40% stock dip, presenting a golden buying opportunity for GARP investors. Despite tariff concerns, CLS's EPS growth, high operating margins, and strong demand from hyperscaler customers make the stock significantly undervalued by at least 31%. The company's transition to higher-value ODM services and robust CCS segment growth position it well for lo...

Celestica's strong Q4 performance and robust FY2025 guidance, driven by AI tailwinds and data center spending, support a "Strong buy" rating. The stock's valuation is attractive, with a DCF model indicating a 38% upside potential, even under conservative growth assumptions. Celestica's financial flexibility, low RSI levels, and significant momentum make it well-positioned for continued growth a...

Subscribers to Schaeffer's Weekend Trader options recommendation service received this CLS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Trump's tariffs cause short-term volatility, but long-term market impact is minimal; earnings remain the key focus for investors. The three countries in questions are Canada, China, and Mexico. This blog dives into several major companies domiciled in one of those three countries. In the long-term scheme of things the fundamentals of the companies behind these ADRs and stocks are likely to be m...

Celestica's stock rating is adjusted from a strong buy to a buy due to a rapid share price increase and coming off seasonal strength. The CCS segment, driven by AI CapEX, is growing fast and dominating earnings, with margins expanding significantly. Management's conservative guidance and optimistic outlook suggest potential for higher-than-expected revenue and earnings growth in 2025.