Celestica Inc (NYSE:CLS) is one of the best NYSE stocks to buy for the long term. Celestica Inc (NYSE:CLS) reported its Q4 2025 earnings on January 28. Revenue soared 44% YoY to $3.65 billion, as adjusted EPS jumped to $1.89 from $1.11 in the prior year. Celestica Inc (CLS): Analysts Bullish Amid Strong 2026 Outlook Carol Gauthier/Shutterstock.com On the back of the strong finish to 2025, Celestica raised its outlook for 2026. It now expects 2026 revenue of $17 billion, which is a $1 billion boost to th ...

Core Viewpoint - Celestica (CLS) has more than doubled in value over the past year and has been in a consolidation phase for the last four months, primarily due to a significant upward revision in revenue and earnings per share (EPS) [1] Group 1: Company Performance - Celestica's stock performance has seen a substantial increase, with its value more than doubling in the past year [1] - The company has been consolidating for the past four months, indicating a period of stabilization after rapid growth [1] - The upward revision in revenue and EPS has been a key driver of Celestica's stock performance [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management [1] - The analyst has a focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The analyst's previous role as Vice President at Barclays involved leading teams in model validation, stress testing, and regulatory finance, showcasing a deep expertise in both fundamental and technical analysis [1]

Core Insights - Celestica (CLS) has more than doubled in value over the past year and has been in a consolidation phase for the last four months, driven by significant upward revisions in revenue and earnings per share (EPS) [1] Company Analysis - The recent performance of Celestica indicates strong market momentum, with a notable increase in revenue projections and EPS, suggesting robust operational improvements [1] Market Trends - The upward revision in financial metrics reflects broader market trends that may favor companies with strong growth potential, particularly in sectors experiencing technological advancements [1]

I have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds in a streamlined version of institutional research. The operating and financial forecast, whether my own or based on consensus, drives the valuation and ultimate rating. I like numbers (financia ...

Celestica (CLS) has been one of the hottest artificial intelligence (AI) stocks, rising 116% over the past year. Moreover, it has delivered an impressive gain of 2,145% over the past three years. While such a sharp rally raises concerns around valuation, the company’s prospects remain compelling. Rising spending on AI infrastructure by major hyperscalers continues to create strong demand for Celestica. Moreover, its plan to invest $1 billion in capacity expansion to support demand further strengthens the ...

Celestica Inc. (NYSE:CLS) is one of the under-the-radar AI stocks to buy. On January 30, TD Cowen raised the price target for Celestica to C$330 from C$305 and kept a Hold rating. This adjustment was made as the firm indicated that they observed an improved risk-to-reward profile following the stock’s pullback after Q4 2025 results. However, on the same day, Citi analyst Atif Malik reduced the price target for Celestica Inc. (NYSE:CLS) to $338 from $375 while maintaining a Buy rating. Additionally, Barc ...

Core Viewpoint - The article discusses the cautious stance on upgrading Celestica Inc. (CLS) stock to "Buy" despite potential AI demand growth, highlighting the associated risks [1]. Group 1: Company Analysis - Celestica Inc. (CLS) stock is currently under consideration for an upgrade, with the potential for a breakout if AI demand accelerates [1]. - The chief investment analyst at a family office expresses a long position in CLS, indicating confidence in the stock's future performance [2]. Group 2: Market Context - The investment landscape is characterized by a wealth of information that requires careful navigation to identify critical investment ideas [1].

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!In early January, I refused to upgrade Celestica Inc. ( CLS ) stock back to "Buy" because, although I noticed that the stock's consolidation could break higher if AI demand accelerates, I saw a risk that anyDaniel Sereda is chief investment analyst at a family offic ...

Core Insights - Celestica Inc. (CLS) is recognized as a significant player in the AI infrastructure sector, demonstrating a notable 52-week stock gain of over 100% despite mixed performance in recent months [1] Company Performance - The stock of Celestica has experienced fluctuations, yet the substantial 52-week gain highlights its potential in the market [1] Industry Position - The company is positioned within the tech sector, particularly focusing on AI infrastructure, which is a growing area of interest for investors [1]

Article contentInvestors fled software stocks this week to the tune of hundreds of billions of dollars after artificial intelligence (AI) developer Anthropic released a tool to automate legal work that initially left the developers of legal software “reeling” only to spread to other segments of the sector, David Rosenberg, president of Rosenberg Research & Associates Inc., said in a note. Software stocks are down 18 per cent this year and Rosenberg estimated that the losses in the sector now total more than ...