Celestica Stock: The Market Just Started To Agree, And Q2 Isn't Priced Yet (NYSE:CLS) | Seeking Alpha
HomeStock IdeasLong IdeasTechSummaryCelestica is upgraded to Buy, with improved 2027 revenue visibility and recent valuation corrections presenting an attractive entry ahead of Q2. Q1 established a ~$25. 5b. . .
HomeStock IdeasLong IdeasTechSummaryCelestica is upgraded to Buy, with improved 2027 revenue visibility and recent valuation corrections presenting an attractive entry ahead of Q2. Q1 established a ~$25. 5b revenue floor for 2027, covering ~95% of expectations, with further upside possible from new program wins. CLS benefits from AI infrastructure tailwinds, resolved component constraints, and a strong track record of guidance raises, supporting confidence in H2 and 2027 growth. Risks include concentrated customer exposure, structurally capped margins, and the need for H2 acceleration, but supply-side improvements and lower forward PE (~30x) enhance the risk/reward. masterzphotois/iStock via Getty ImagesIn FebruaryI had ratedCelestica (CLS) aHold, primarily because I was awaiting more clarity on sustained growth in 2027. Since then, the stock is up by ~21%, with a ~10% rally on July 21st, 2026, potentially due to4. 72K FollowersAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure:Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.