Added to YB: 2026-08-03
Pitch date: 2026-07-30
CLS [bullish]
Celestica Inc.
-9.56%
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 38.0B
Pitch Price
CAD 512.89
Price Target
575.00 (+17%)
Dividend
N/A
EV/EBITDA
23.89
P/E
34.36
EV/Sales
2.47
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica (CLS) Q2 2026: The Fundamentals Got Better. The Market Got Scared.
CLS: AI infrastructure design/mfg partner. Q2 rev $4.7B (+62% y/y), adj EPS $2.54 (+83%) both beat high-end guide; 4th straight beat. Raised FY26 3rd time: rev $20.5B, EPS $11.30. 2027 rev implied >$33B, EPS >$18.65. OpenAI/Broadcom + AMD Helios racks new. 55.5% ROIC, 0.5x lev. Risks: 32% top customer, thin 2.9% FCF, AI financing. Stock $342 vs $575 target (68% upside, held flat as conservative). BUY.
Read full article (21 min)