Added to YB: 2025-09-10
Pitch date: 2025-07-24
CLS [bullish]
Celestica Inc.
+87.37%
current return
Author Info
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Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 39.4B
Pitch Price
CAD 225.10
Price Target
320.00 (-24%)
Dividend
N/A
EV/EBITDA
34.53
P/E
55.69
EV/Sales
3.54
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica Inc. - $CLS
CLS: Data center/AI infra play w/ 60-70% market share in enterprise network switches serving hyperscalers (Google, AWS, Meta) + emerging AI inference customers (OpenAI, Groq). HPS segment grew 38% avg quarterly YoY over 9Q, margins expanded 2.5% to 8%. OpenAI projects expected $1B revenue H2'26-27. ATS divestiture could unlock re-rating to C$300-320 price target (~35-40% upside) at 34x forward EBIT for pure-play AI/datacenter biz.
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