CLS News and Press, Celestica Inc. From 01/22/26

2026-01-22 09:00:00 ET From "Hold" Back To "Buy" After multiple bullish articles I wrote on Celestica ( CLS ) stock since 2024, I eventually downgraded it to "Hold" in mid-November, based on the core assumption that if the firm's margin expansion was reaching its natural...

2026-01-21 16:04:00 ET Artificial intelligence (AI) infrastructure spending will likely remain robust in 2026. Market research firm Gartner predicts that global AI spending will jump 44% this year to a whopping $2.5 trillion, with AI infrastructure alone accounting for 54% of that outla...

2026-01-21 11:01:09 ET More on Celestica, Arista Networks, and more Celestica: I Was Wrong - Buy Ahead Of Q4 Earnings Celestica: Execution Risks Loom As AI Optimism Gets Stress Tested Steven Cress' Top 10 Stocks For 2026 The Ithaka Group adds HWM, AVGO, CRDO ...

2026-01-20 05:00:00 ET AI Demand Boom The global artificial intelligence market is expected to soar by a CAGR of 30.6% to exceed $3 trillion by 2033 , fueled by big tech AI investments, broader adoption across industries, and an explosion in data center requirements. Companies t...

2026-01-19 09:00:46 ET I Underestimated Celestica's Operating Leverage Initially Read the full article on Seeking Alpha For further details see: Celestica: I Was Wrong - Buy Ahead Of Q4 Earnings

2026-01-15 13:01:42 ET Celestica: The Going Is Getting Tougher Low margins, but frothy valuations. Yet, detractors may clamor that my characterization is questionable when thinking about the key growth drivers that, after all, underpin the core narrative of Celestica Inc. ( CLS ...

2026-01-15 11:00:00 ET Listen here or on the go via Apple Podcasts and Spotify Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks...

2026-01-15 10:13:43 ET More on information technology stocks VGT: If You Liked Tech In 2025, You'll Love It In 2026 Where To Find Outperformance In 2026 Tech Will Deliver In 2026: AI, Quantum Computing To Propel Stocks Higher U.S. to pause immigrant visas for...

2026-01-14 22:35:49 ET The Celestica Investment Thesis Celestica Inc. ( CLS ) seems to be succeeding in escaping the low-margin factory business, and improving its business model as a result. This will make the company much more attractive in terms of its profitability. It i...

2026-01-13 09:34:35 ET Investment Thesis Celestica Inc. ( CLS ) is not a low-margin contract assembler anymore but is instead a highly embedded engineering partner for the hyperscalers who develop AI data centers. This leadership position in high-bandwidth networking, fast time-...