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Jonah Lupton

CEO & CIO of FirstWave Capital, Long-Biased Growth

26 Oct, 22:45Latest

Celestica's Q3 beat and first 2027 guidance make its growth look underpriced. Revenue rose 83% and EPS 109%; management raised 2026 revenue guidance to $21B and put 2027 revenue at $40B-plus and EPS at $21.50, implying about 90% and 85% growth. At roughly 12x 2027 EPS after hours, shares are probably 50% undervalued; initial targets may have upside, with revenue growth potentially reaching 100%. At $34.50 of 2028 EPS and 24x earnings, shares would be worth $828. x.com x.com x.com x.com x.com

CLS

11 Sep, 17:52

Celestica looks very cheap against Dell and HPE given its far faster growth. It trades at 16.3x 2027 EPS versus 19.5x for Dell and 13.1x for HPE, yet is expected to grow EPS at a 55% compound rate through 2027-28, versus 16% for Dell and 10% for HPE; all three are part of the same cycle. Celestica, like Bloom Energy, said backlog is growing faster than revenue. x.com x.com x.com

CLS

Mitchell Martan

Investment Researcher for The Long Investor, Economics/Finance Background

26 Oct

CLS

Celestica's strong quarter and above-estimate 2026 revenue guide make its stock deserve to be much higher. Revenue was $5.83B versus $5.46B expected, adjusted EPS $3.30 versus $2.97, and 2026 revenue guidance $21B versus $20.61B. The stock is going to $400, though it might take time. Its investment-grade customers make heavy customer concentration less concerning. x.com x.com x.com x.com

Kairos

Stock Research

27 Oct

CLS

Celestica's conservative guidance and program pipeline leave room for further revenue upside. Its 2027 outlook is $40B, 90% above the $21B 2026 outlook, which has risen four times; a beat looks possible. StockedgeN cites 60-70 new programs, and only a few need to convert to matter at Celestica's scale. Complex racks force it up the value chain. At about 15x next-twelve-month earnings, the stock looks cheap, though a dip may be a better entry. Organic growth takes priority over buybacks. x.com … Show more

SV_Techie

Entrepreneur & Startup Mentor, Technology Investor

7 Aug

CLS

Celestica's run-up prices in pricing power it does not have. It is a service-centric, labor-intensive business with very thin gross and operating margins, which limits how much operating leverage it can deliver. Its share sale looks like a way to take advantage of FOMO and place the funding burden on equity investors rather than the balance sheet. x.com x.com x.com

Monis

Equities Trader, Oversold Reversals & Earnings Plays

27 Oct

CLS

Celestica looks unusually inexpensive relative to its growth. Its enterprise value is 0.99 times next-twelve-month revenue against 58.7% revenue growth, yielding a 0.0168 growth-adjusted revenue multiple; few companies compare better. Its 14.7 times forward earnings against 69.8% earnings growth gives a 0.21 PEG, below the conventional 1.0 fair-value heuristic. x.com x.com x.com

Alex A.C.

Value/GARP Investor, Semiconductor & Financial Analysis, Electronics MEng

27 Oct

CLS

Celestica's demand for AI hardware and the components connecting it looks strong enough to support an almost doubling in its 2027 guidance figures. The company guides to $40 billion of revenue and $21.50 of adjusted EPS for 2027; Wall Street's consensus price target implies nearly 100% upside. Per @firesidealpha, Celestica's M. Chawla says customers are awarding 2028 programs on silicon not yet developed, with conversations extending into 2029 and 2030. x.com x.com

Say No To Trading

Public Markets Investor, Opportunistic Buying & Cost-Basis Management

29 Apr

CLS

Celestica's valuation is too high if its expected growth over the next three years does not materialize. Contract electronics manufacturers usually trade at low-teens earnings multiples in normal times and single digits in bear markets, as Jabil shows. A reply argues it trades at 36x 2026 earnings on 50% growth and would be under 25x 2027 earnings, but that rests on the growth arriving. x.com

Joe

Full-Time Trader/Investor, Semiconductor & AI Infrastructure Inflection Points

28 Oct

CLS

Celestica's cheap TPU exposure offers upside, but its low margins and smaller moat than Vicor's make it a trade rather than a large core holding. It will probably reach $400-$500 over time; $400 next year looks likely. An attached analyst note expects scrutiny of a cut in 2026 free-cash-flow guidance from $600M to $460M due mainly to working capital; it warns that 2027 free cash flow could turn negative if working-capital investment stays high alongside $1.5B-$2B of capex. x.com x.com x.com

CK Capital

Defense/Space/Tech/Photonics Investor, Co-Owner of CV Research

27 Oct

CLS

Celestica's 2027 revenue guide signals actual hyperscaler hardware orders, not speculative AI spending. As a contract manufacturer, it cannot plan to nearly double revenue to $40 billion without customer demand forecasts; it says 2028 forecasts are higher still. Inventories rose over $2.3 billion this year as materials were staged for the ramp, with customers funding working capital through payment terms. x.com

Deep Sail Capital

Founder & CIO of Deep Sail Capital, Long/Short GARP, Quality/Growth/Micro-Caps

24 Aug

CLS

Celestica is cheap at 13x next-12-month consensus EBITDA while growing revenue 65%, even after analysts updated their models for its Q2 earnings beat. x.com

Eric Jhonsa

Technology Portfolio Manager at Dutch Asset

15 Oct

CLS

TSM

Low multiples give AI infrastructure good risk/reward as demand outruns supply and agentic workloads have runway. TSMC at 17x 2027E EPS appears to have all the accelerator and CPU demand it can handle this year and next; Ultra Clean is at 8x, MKS 12x, TTM 13x, Nvidia 14x and Celestica 15x. Kioxia at 3x and Samsung preferreds at 2.5x carry a big discount on pricing and cycle fears. Multiples imply a 2027 capex peak and meaningful drop; 2028 capex growth is expected, but below 2027's rate. x.com … Show more

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