Celestica

Celestica's Q1 results beat expectations, with revenue and EPS exceeding consensus, leading to an upgraded rating from Buy to Strong Buy. Management's conservative guidance has been raised, and they see opportunities to gain market share despite tariff challenges, showcasing their ability to navigate complexity. Margins are expanding, particularly in the high-growth CCS segment, driving significant earnings growth and adding value.» Mehr auf seekingalpha.com

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Celestica's quietly shifting from basic EMS into mission-critical AI/cloud manufacturing, boosting margins and EPS. Investors should see this as a rare, asymmetric growth opportunity amid volatility. Q1 crushed expectations (EPS +45%, margins hit 7.1%) thanks to hyperscaler demand and tight capital discipline, validating its strategic pivot. Buy before valuation resets higher. Risks like cyclical slowdowns and hyperscaler spending lumpiness are real, but secular tailwinds, reshoring, and a lean balance sheet comfortably outweigh short-term concerns; it's a clear Strong Buy.» Mehr auf seekingalpha.com