Celestica's share price has doubled, outperforming the S&P 500, driven by AI-driven CapEx and hyperscale data center demand. Strong product portfolio targets $29 billion AI switching market by FY29, with 42% YoY EBITDA growth validating bullish projections. ES1500 switch launch boosts AI-edge and IoT opportunities, offering 2.5x faster port speeds than its predecessor ES1000.
Without the requisite experience, it's always tempting to buy stocks on a roaring rally instead of trim positions. I suggest that you take the latter approach here. Celestica may be a remarkably company with a remarkable secular growth opportunity, but valuation trumps all other financial positives. A great company at a bad valuation is a bad investment. Consider looking into healthcare's Eli L...
TORONTO, June 23, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX: CLS) (NYSE: CLS), a leader in design, manufacturing, supply chain and platform solutions for the world's most innovative companies, today launched its ES1500, a new 1U, up-to-48-ports, 2.5GbE per port campus access switch with optional Power-over-Ethernet (PoE), designed to address the evolving demands of the enterprise edge. Offer...
SA Quant Top 10 portfolio outperformed consensus with 25% YTD return, driven by strong momentum and upward earnings revisions. Momentum and earnings revisions are the most critical quant factors, while valuation has less short- to medium-term impact on performance. Consensus price targets for the portfolio were upgraded by 33%, with six stocks seeing 50%+ upgrades, validating quant model effect...
TORONTO, June 17, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE, TSX: CLS), a leader in design, manufacturing and supply chain solutions for the world's most innovative companies, today announced, in accordance with the requirements of the Toronto Stock Exchange, that the nominees listed in its management information circular were elected as directors of the company at its Annual and Special Me...
Since my April 'buy' upgrade, Celestica's stock surged 85%. I remain bullish, citing strong fundamentals and expecting new highs despite recent gains near all-time highs. Q1 FY 2025 saw a record 7.1% EBIT margin, with sales up 19.9% and EPS +39.5%. I see the CCS segment, fueled by hyperscaler AI demand (HPS +99% YoY), driving growth. I believe the shift to higher-margin CCS (7.9% margin) and ne...
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