Celestica's Next Move Is Scale
Source: SeekingAlpha
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. ...
Read the full article on Seeking Alpha
For further details see:
Celestica's Next Move Is Scale
Celestica Inc. Subordinate Voting Shares
NASDAQ: CLS:CC
CLS:CC Trading
2.11% G/L:
$13.55 Last:
202,727 Volume:
$13.27 Open:
