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Stock impact report

Celestica Enjoys Google & Meta Sized Growth Prospects - Further Consolidation Ahead [Seeking Alpha]

Celestica, Inc. (CLS) 
Last celestica, inc. earnings: 4/29 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Thanks to the promising industry trends and the seemingly robust hyperscaler demand, the ODM company has guided a drastically higher FY2026 capex of $1B (+397.5% YoY). These lend credibility to CLS' ambitious FY2026 guidance—$17B revenue (+37.2% YoY) and $8.75 adj EPS (+44.6% YoY), with further growth likely in 2027. Otherwise, CLS trades at a FY2026 P/E of 34.28x, well above sector median of ~24x and peer means of ~21x, with the premium valuations offering a limited margin of safety. CLS remains a Hold as the rapid 2025 rally limit near-term return prospects, as similarly observed in the stock's ongoing consolidation despite the robust AI-driven growth prospects. Eoneren/E+ via Getty Images I previously covered Celestica Inc. (NYSE: CLS ) in November 2025, discussing how the company had been feeding the AI frenzy through double beat and raise performances, as the management also offered an outsized preliminary FY2026 guidance - all This article was written by Analyst's Show less Read more
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