Why Celestica is a Massive Winner from Google's CapEx Bonanza

Impact · against what's priced in

Celestica is the primary beneficiary as Google's massive CapEx guidance ($175-$185B) likely exceeds the conservative growth projections already baked into Celestica's recent stock sell-off. The significant upward revision of CCS segment visibility for 2027 provides a concrete catalyst for growth beyond current expectations.

CLS+0.70

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