Added to YB: 2026-02-13
Pitch date: 2026-02-11
CLS [neutral]
Celestica Inc.
-0.14%
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 32.9B
Pitch Price
CAD 400.14
Price Target
440.00 (+10%)
Dividend
N/A
EV/EBITDA
26.54
P/E
39.97
EV/Sales
2.67
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica (CLS) Executive Summary: A Momentum Stock Riding the AI Wave
CLS (overview): AI data center play serving hyperscalers (Amazon, Google, Meta). 13 consecutive earnings beats, Q4 EPS $1.89 (beat by 11%, +70% YoY), rev $3.67B (+44% YoY). FY26 guide $8.20-8.75 EPS, $16-17B rev. Stock up 2,600% from 2023 lows to $363 peak, now $298 (-18%). Red flags: 53x P/E, 2 customers=39% rev, $150M insider selling Feb'26. Fundamentals strong but valuation stretched after parabolic run.
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