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Stock impact report

Celestica: I Was Wrong - Buy Ahead Of Q4 Earnings [Seeking Alpha]

Celestica, Inc. (CLS) 
Last celestica, inc. earnings: 4/29 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
The upcoming 1.6T networking upgrade cycle, powered by the DS6000 switch family, serves as a primary catalyst for revenue growth through 2027. Management projects 2026 adjusted EPS of $8.20, representing a 39% year-over-year increase, driven by favorable product mix and 40 bps of margin expansion. The company's expertise in custom ASIC compute platforms and liquid-cooled rack-scale systems positions it as a critical partner for power-hungry AI data centers. Despite trading at historical highs, a forward PEG ratio below 1.0x suggests Celestica remains undervalued relative to its exceptional 30-40% earnings growth trajectory. JHVEPhoto/iStock Editorial via Getty Images I Underestimated Celestica's Operating Leverage Initially Celestica Inc. ( CLS ) stock has outrun my October prediction of a highly likely pullback, gaining over 10% since then (the S&P 500 gave us only 3-4% for the same period). I had a "Hold" rating on CLS because I This article was written by Analyst's Show less Read more
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