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Posted by
Two Blokes May 4 -
Filed in
Stock
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5 views
Celestica's quietly shifting from basic EMS into mission-critical AI/cloud manufacturing, boosting margins and EPS. Investors should see this as a rare, asymmetric growth opportunity amid volatility. Q1 crushed expectations (EPS +45%, margins hit 7.1%) thanks to hyperscaler demand and tight capital discipline, validating its strategic pivot. Buy before valuation resets higher. Risks like cyclical slowdowns and hyperscaler spending lumpiness are real, but secular tailwinds, reshoring, and a lean balance sheet comfortably outweigh short-term concerns; it's a clear Strong Buy.
