Celestica: AI Needs It, The Market Doesn't Know It
Celestica's Q1 2025 revenue rose 20% YoY to $2.65B, driven by 28% CCS growth and 99% HPS surge. Adjusted operating margin hit a record 7.1%, with EPS up 45% YoY to $1.20 and FCF at $94M. Customer concentration remains high, with the top 10 customers contributing 78% of revenue; one hyperscaler alone made up 28%.
Finding Opportunity In Chaos: Why Celestica Thrives
Celestica's Q1 results beat expectations, with revenue and EPS exceeding consensus, leading to an upgraded rating from Buy to Strong Buy. Management's conservative guidance has been raised, and they see opportunities to gain market share despite tariff challenges, showcasing their ability to navigate complexity. Margins are expanding, particularly in the high-growth CCS segment, driving significant earnings growth and adding value.
Wall Street Analysts Think Celestica (CLS) Is a Good Investment: Is It?
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 Q1: Positioned Powerfully For The AI Revolution
Celestica's quietly shifting from basic EMS into mission-critical AI/cloud manufacturing, boosting margins and EPS. Investors should see this as a rare, asymmetric growth opportunity amid volatility. Q1 crushed expectations (EPS +45%, margins hit 7.1%) thanks to hyperscaler demand and tight capital discipline, validating its strategic pivot. Buy before valuation resets higher. Risks like cyclical slowdowns and hyperscaler spending lumpiness are real, but secular tailwinds, reshoring, and a lean balance sheet comfortably outweigh short-term concerns; it's a clear Strong Buy.
Looking for a Growth Stock? 3 Reasons Why Celestica (CLS) is a Solid Choice
Celestica (CLS) could produce exceptional returns because of its solid growth attributes.
Celestica (CLS) Upgraded to Buy: Here's What You Should Know
Celestica (CLS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
CLS Stock Almost Doubles in a Year: Should You Take the Bait?
CLS appears primed for further stock price appreciation despite certain short-term headwinds.
Wall Street Analysts Think Celestica (CLS) Could Surge 34.51%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 34.5% in Celestica (CLS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Celestica (CLS) Just Overtook the 50-Day Moving Average
From a technical perspective, Celestica (CLS) is looking like an interesting pick, as it just reached a key level of support. CLS recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
Celestica: The Tide Is Clearly Turning Back Up
Celestica Inc. investors endured tremendous volatility in April, but the stock has also recovered 50% from this month's lows. CLS' hyperscaler customers continue to demonstrate conviction in their CapEx outlook, justifying its key position as an EMS leader in the AI value chain. Celestica is confident of passing on most of the tariffs to its customers, beating back worries about the need to absorb much of these costs into its margins.
Investors Heavily Search Celestica, Inc. (CLS): Here is What You Need to Know
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 Q1 Earnings Beat Estimates on Solid Revenue Growth
CLS reported healthy first-quarter 2025 results driven by stronger growth in the CCS segment.
