Celestica Inc. Aktie News

Top 10 Quant picks for 2025 far outperformed the S&P 500. Market volatility in 2025 was driven by trade wars, sector rotations, and sentiment shifts, but fundamentals ultimately prevailed.

In my view, both Broadcom and Celestica sold off mainly on AI networking sentiment, while hyperscaler networking demand (and CapEx plans) remain intact. Broadcom's Q1 FY26 gross margin guide implies 100 bps sequential compression, but management has flagged XPU mix pressuring margins since Q4 FY24. Therefore, this shouldn't be a surprise. Broadcom disclosed a $10B AI-switch backlog, alongside 7...

The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market.

Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Celestica is rated a buy, driven by strong growth in customized solutions across ATS and CCS segments, especially AI-related HPS products. CLS demonstrates accelerating revenue and profit growth, improved leverage, and capital efficiency, though it faces risks from low margins and high customer concentration. The ATS segment's focus on complex, high-margin projects and the CCS/HPS segment's lea...

The Google parent's stock is on a run — and that's lifting shares of major suppliers including Broadcom, Celestica and Lumentum.

Celestica (CLS) has transformed into a design-centric platform integrator, occupying key control points in AI data center infrastructure and rack-scale integration. CLS benefits from surging hyperscaler capex, delivering fully integrated, regionally built AI racks that reduce time-to-market and increase customer lock-in. Financial guidance is robust: 2026 targets include $16B revenue, 7.8% adju...

In volatile markets, Steve Cress recommends a barbell strategy: combining high-yield dividend stocks (MRK, PINE, OMF) with top AI growth stocks (MU, CLS, COMM). Seeking Alpha's quant system outperforms Wall Street by leveraging daily data, sector-relative analysis, and robust risk metrics to identify strong buys.