Celestica Q4 Earnings Preview: Expect Another Double Beat (Upgrade)

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 ceiling, the stock's valuation had already fully priced in the hyperscaler growth cycle by that time. The stock dropped by 5% since that downgrade as we entered a consolidation phase (the market gained about 1%, though)....

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