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Stock impact report

Celestica's Next Move Is Scale [Seeking Alpha]

Celestica, Inc. (CLS) 
Last celestica, inc. earnings: 4/29 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
CLS's growth is driven by its Connectivity & Cloud Solutions segment, supplying hyperscalers and AI builders as data center demand accelerates. The company's engineering-led, IP-based hardware platform solutions differentiate CLS beyond its manufacturing footprint. I reiterate a Strong Buy rating, citing CLS's positioning at the physical layer of surging global data center capacity investment. Getty Images Investment Thesis When I began my coverage on Celestica ( CLS ), I said that CLS looks like a classic picks and shovels winner in AI infrastructure, but of course, with a twist that matters. I also said that in as much as This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CLS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any compa Show less Read more
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