Added to YB: 2025-04-03
Pitch date: 2025-03-25
CLS [bullish]
Celestica Inc.
+218.21%
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 96.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.53
P/E
55.69
EV/Sales
3.54
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
Celestica: The Dark Horse Of AI Infrastructure
CLS: ODM pivot boosts margins in AI networking. 40% CCS growth drove 200% stock surge in 2024. Winning hyperscaler contracts for custom AI infrastructure, edging out OEMs. GMs up to 10.7%, OMs to 6.4%. $10.7B 2025 rev projected. Undervalued vs peers despite strong momentum in AI data center market.
Read full article (4 min)