Added to YB: 2026-10-01
Pitch date: 2026-09-27
CLS [bullish]
Celestica Inc.
-13.22%
current return
Author Info
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Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 42.1B
Pitch Price
CAD 514.77
Price Target
651.00 (+46%)
Dividend
N/A
EV/EBITDA
26.39
P/E
38.00
EV/Sales
2.73
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica Is Becoming Harder to Replace
CLS (monitor): Celestica’s expanding engineering role in complex AI racks may make it harder to replace, with management expecting 2027 revenue growth above 65%. The base model reaches $23.26 of adjusted EPS in 2028 and $651 at 28x, about 29% annual appreciation from $365, but the preferred entry is $310–330. Customer concentration, execution delays and another material funding requirement could undermine per-share returns.
Read full article (10 min)