Celestica's Consolidation Is A Rare Buying Opportunity (Upgrade)

2026-02-10 09:00:00 ET

Moving Celestica Back To "Buy"

In early January, I refused to upgrade Celestica Inc. ( CLS ) stock back to "Buy" because, although I saw that the stock's consolidation could break higher if AI demand accelerates, I saw a risk that any normalization or margin ceiling risks could result in sharp multiple compression. Then, in late January, Celestica reported its Q4 results, and in some areas, I see that I was a bit premature in my skeptical judgment on CLS's medium-term prospects....

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