Celestica (CLS) ended the recent trading session at $130.73, demonstrating a +2.38% change from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.38%. At the same time, the Dow added 0.24%, and the tech-heavy Nasdaq gained 0.24%. The electronics manufacturing services company's stock has climbed by 12.55% in the past month, exceeding the Computer and Technology sector's gain of 11.61% and the S&P 500's gain of 6.6%.Investors will be eagerly watching for the performance of C ...

Key Takeaways CLS margins remain under pressure due to high research and development costs. Temporary U.S. exemptions aid CLS' CCS segment, which includes servers and networking switches. Despite margin headwinds, CLS shares have surged 125.8% over the past year, outpacing its industry.Celestica Inc. (CLS) remains skeptical of the dynamic macro environment owing to trade policy uncertainty. While the business environment remains fluid with frequent policy adjustments, recent announcements have provided ne ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I initiated my investment coverage of Celestica Inc. ( CLS ) stock in August 2023, initially with a "Buy" rating, which I then changed to "Hold" and back depending on market conditions and CLS's varying valuation levels. My most recent article on CLSDaniel Sereda is ...

Since my last coverage , Celestica (NYSE: CLS ) has surged over 50% outpacing the S&P 500’s 11% return. Celestica is quietly emerging as one of the strongest high-performance networking plays in the AI hardware stack. Fueled by surging demand for 800G EthernetHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...

Key Takeaways CLS stock jumped 24.3% in 3 months, beating FLEX, JBL and the broader industry's 15.4% gain. Celestica is riding GenAI momentum with high-speed switches and scalable AI storage platforms. Earnings estimates for CLS rose 5.7% for 2025 and 2.4% for 2026, signaling bullish sentiment.Celestica Inc. (CLS) has gained 24.3% over the past three months compared with the industry’s growth of 15.4%. It has also outperformed peers like Flex Ltd. (FLEX) and Jabil Inc. (JBL) . Flex has gained 17.3% and Ja ...

股价表现 - 过去三个月股价上涨24.3%，远超行业平均15.4%的涨幅 [1] - 同期表现优于同行Flex（17.3%）和Jabil（14.7%） [1] 公司业务与定位 - 拥有20多年制造经验，提供云端优化数据存储和网络AI解决方案 [2] - 作为电子行业幕后合作伙伴，提供设计、制造和供应链管理一站式服务 [2] - 专注于高性能800G网络交换机、SC6100/SD6200存储平台等AI基础设施产品 [5] 增长驱动因素 - 生成式AI（GenAI）需求推动业绩，尤其受益于超大规模客户对AI/ML计算和网络产品的需求 [5] - Photonic Fabric光学计算解决方案可增强AI基础设施性能 [5] - 通过硅光子封装技术整合新一代网络产品，优化供应链并缩短上市时间 [6] 财务与估值 - 2025年盈利预测上调5.7%至5.05美元，2026年预测上调2.4%至6.07美元 [8] - 数据中心交换机与光模块组合能处理高流量，支持AI/ML及数据分析应用 [6] 行业竞争与挑战 - 面临富士康、Jabil、Flex和Sanmina等巨头的激烈竞争 [11] - 半导体行业强周期性带来压力 [11] - 高研发成本导致利润率承压 [10] 宏观环境影响 - 贸易政策不确定性使公司对宏观环境持谨慎态度 [9] - 美国政府对数据中心硬件（如服务器和网络交换机）的临时豁免提供短期政策 clarity [9] 长期前景 - 硅光子技术有望在汽车、数据中心、电信等多领域扩大应用 [14] - 凭借基础设施投资和技术专长，公司具备持续增长潜力 [14]

Zacks Premium服务 - Zacks Premium提供多种工具帮助投资者更自信地进行股票投资，包括每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告和高级股票筛选器 [1] - 该服务还包含Zacks Style Scores的访问权限，帮助投资者挑选未来30天最有可能跑赢市场的股票 [1][2] Zacks Style Scores评分体系 - 评分基于价值、成长和动量三大投资方法论，每只股票获得A到F的评级，A为最佳 [3] - 价值评分关注市盈率(P/E)、PEG、市销率(Price/Sales)等指标，识别被低估的股票 [3] - 成长评分分析公司未来前景和财务健康状况，评估盈利、销售和现金流的可持续增长 [4] - 动量评分利用一周股价变化和月度盈利预测变化等因子，识别趋势性机会 [5] - VGM评分综合三大风格评分，是结合Zacks Rank使用的最全面指标 [6] Zacks Rank与Style Scores的协同效应 - Zacks Rank通过盈利预测修正模型，自1988年来1评级(强力买入)股票年均回报达25.41%，超过标普500两倍 [8] - 每日有200多家公司获1评级，600多家获2(买入)评级，配合A/B级Style Scores可优化选股成功率 [9] - 即使3(持有)评级股票，若具备A/B级评分仍可能提供上行潜力，而4(卖出)或5(强力卖出)评级股票即使评分高也应规避 [10] 案例公司Celestica (CLS) - 这家加拿大电子制造服务商为全球OEM厂商提供从设计开发到售后管理的全链条解决方案，业务覆盖高复杂度定制产品和大宗商品 [11] - 当前Zacks Rank为3(持有)，但VGM评分达A级，动量评分B级，过去四周股价上涨30.4% [12] - 过去60天内3位分析师上调2025财年盈利预测，共识预期上调0.27美元至5.05美元/股，历史平均盈利超预期幅度达7.4% [12][13]

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

Celestica Inc. (CLS) and Plexus Corp (PLXS) are two leading players in the electronics manufacturing services (EMS) industry. Celestica is one of the largest EMS companies in the world, primarily serving original equipment manufacturers, cloud-based and other service providers, and business enterprises across several industries. The company offers a comprehensive range of manufacturing and supply-chain solutions related to design and development, new product introduction, engineering services, component sou ...