Quick Read – CLS trades at a forward P/E of 30 while posting 53% revenue growth and sitting 30% below its 52-week high. – Celestica grows more than four times faster than Flex and runs margins roughly 200 basis points above Jabil’s full-year guide. – Hyperscaler customers with…
mmitted AI capex anchor future revenue, with commitments including Google TPU systems and a 2027 Co-packaged Optics switch win. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Celestica didn’t make the cut. Grab the names FREE today
Celestica (NYSE:CLS) is one of the most direct ways for a long-horizon portfolio to gain exposure to the AI infrastructure buildout right now. The company designs and manufactures electronics and hardware for major technology customers, earning revenue by building products such as servers, networking equipment, and data-center systems. The company is compounding revenue north of 50% with expanding margins, management has raised full-year guidance twice in six months, and the stock trades at a forward multiple below its growth rate.
This is a pick-and-shovel play with visible 2027 program wins already booked. Celestica’s AI Growth Is Accelerating Q1 FY26 revenue hit $4.05 billion, up 52.8% year over year, with adjusted EPS of $2.16 beating the $2.08 consensus. That was the fifth straight EPS beat.