Celestica's growth, engineering capabilities should widen its opportunities: BNP [Seeking Alpha]
Celestica, Inc. (CLS)
Last celestica, inc. earnings: 4/29 07:00 am
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US:NYSE Investor Relations:
corporate.celestica.com/events-and-presentations
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Source: Seeking Alpha
However, BNP Paribas believes the company's growth and engineering prowess could be a buying opportunity for investors. “We believe Celestica's growing capacity and engineering capabilities Quick Insights BNP cites Celestica's growing capacity and engineering capabilities, which widen its networking opportunity and margin potential despite recent share declines from AI-induced disruption. OEM capabilities led to significant customer orders for 2025 and 2026, with $1B in capex expected to boost growth in later years via new sales ramping up after typical multi-year order cycles. Growth drivers include follow-on Google TPU programs, 1.6T networking switch deployments with hyperscalers, co-packaged optics, digital native ramps, enterprise networking recovery, semicap business, and expanding AI system demand. Recommended For You
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News
- 2026 Winners: Canada's Best Diversity Employers [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Assessing Celestica (TSX:CLS) Valuation After Strong Long Term Gains And Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. - CLSPR Newswire
- Got $500? Buy These 2 High-Growth Stocks for Superior Returns [Yahoo! Finance Canada]Yahoo! Finance Canada
- That Canadian Tech Stock up 689% in 2 Years—Is it Still a Buy? [Yahoo! Finance Canada]Yahoo! Finance Canada
CLS
Earnings
- 1/28/26 - Beat
CLS
Sec Filings
- 2/9/26 - Form 4
- 2/6/26 - Form 144
- 2/6/26 - Form 4
- CLS's page on the SEC website