Seeking Alpha
31 Oct 2026, 08:10 UTC · 1h ago
Celestica: ODM Commodity To AI Backbone - More Money To Be Made
Impact · against what's priced in
The article provides no new catalysts for Celestica, as the market has already integrated the FY2026 guidance raises and the ethernet switching TAM expansion into the current price. The author's bullish case for structural AI growth and 2027 acceleration is exactly what the current price explicitly declines to pay for.
- CLS+0.00
Already priced in
- The price assumes
The current Q2 2026 beat and the raised 2026 annual outlook of $20.5 billion in revenue
The mention of raising FY2026 guidance for the fourth time is a realized fact that the market already accepts.
What CLS's price assumes · Sep 11
