Celestica: Irrational Pullback Gives Another Buying Opportunity

2026-05-15 12:10:27 ET

Investment Rating Update—“Buy”

After about 2 months have passed since my previous update on Celestica Inc. ( CLS ), I still believe that while the margins might be peaking indeed, as skeptics have been expecting, I think it's not a problem for CLS because its top line keeps expanding and translating directly into earnings. So, even at lower operating leverage, the forward EPS growth looks great thanks to the planned capacity ramp-up and resulting revenue growth acceleration in the next few years....

Read the full article on Seeking Alpha

For further details see: