Celestica Margin Pressure Likely to Continue on Macro Woes
CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.
Celestica's Numbers Point To An Explosive Stock Future
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 new 1.6T switch wins underpin the raised FY 2025 guidance: $10.85B revenue, $5.00 EPS, signaling continued operating leverage.
Brokers Suggest Investing in Celestica (CLS): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Celestica: The Hidden Winner Behind AI CapEx
Celestica's Q1 FY 2025 HPS revenue surged 99% YoY to $1B, now representing 39% of total company revenue. Full-year FY 2025 revenue guidance was raised to $10.85B, supported by 800G momentum and 1.6T switch program wins. The PEG ratio (GAAP, TTM) of 0.9x highlights undervaluation relative to 48.9% YoY EBIT growth vs. the sector's 11.3%.
Celestica (CLS) Stock Sinks As Market Gains: Here's Why
In the closing of the recent trading day, Celestica (CLS) stood at $119.90, denoting a -1.12% change from the preceding trading day.
CLS Outpaces Industry in the Past 3 Months: Reason to Buy the Stock? (Revised)
CLS surges 24.3% in 3 months, outpacing peers as AI-fueled demand lifts its data center and networking solutions.
Is Most-Watched Stock Celestica, Inc. (CLS) Worth Betting on Now?
Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Celestica (CLS) Stock Falls Amid Market Uptick: What Investors Need to Know
In the latest trading session, Celestica (CLS) closed at $116.37, marking a -1.48% move from the previous day.
Celestica: The AI Party May Be Ending
Celestica's stock has massively outperformed since 2022, but current valuations mirror Dot-com 2000 bubble extremes, making the risk/reward balance unattractive. Valuation metrics have surged: high P/E and price-to-sales ratios, matched with ultra-low free cash flow yield, now require continued high-growth rates to justify current pricing. Insider selling has been significant (especially above $120), with management dumping most of their shares during 2024–25, signaling a lack of confidence in further upside.
Wall Street Bulls Look Optimistic About Celestica (CLS): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Celestica - Finally An AI Play That Is Not Trading At Too Elevated Valuations
Celestica is a lesser-known AI hardware and supply chain play, offering exposure to AI trends without high risk or overvaluation. Despite a low gross profit margin, CLS boasts strong ROE and exceptional revenue and EBITDA growth, outpacing industry averages and peers. Valuation is attractive: CLS trades at lower EV/EBITDA and P/S ratios than most AI peers, with growth prospects superior to similarly valued companies.
Celestica vs. Plexus: Which EMS Stock is a Better Bet Right Now?
CLS is riding on growing demand for its 400G and 800G switches in AI applications, while PLXS is witnessing strong demand in healthcare and semicap verticals.
