Celestica's Next Move Is Scale

2026-02-18 04:49:00 ET

Investment Thesis

When I began my coverage on Celestica ( CLS ), I said that CLS looks like a classic picks and shovels winner in AI infrastructure, but of course, with a twist that matters. I also said that in as much as CLS runs in two main segments, the growth engine right now is Connectivity & Cloud Solutions [CCS]. CCS is where hyperscalers and AI builders pull demand forward and then keep pulling as networking speeds step up and rack architectures get built. ...

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