Core Viewpoint - Celestica is set to announce its first quarter financial results on April 25, 2025, with a conference call scheduled for 8:00 am ET [1]. Financial Results Announcement - The financial results will be released after market close on April 24, 2025 [1]. - Participants can join the live webcast for the conference call [1]. Access to Webcast - A recorded version of the webcast will be available approximately two hours after the call concludes [2]. - The recorded webcast can be accessed via the company's website [2].

Group 1 - The investment coverage of Celestica Inc. (NYSE: CLS) was initiated on August 3rd, 2023, with an initial "Buy" rating, which has since fluctuated between "Buy" and "Hold" based on market conditions and valuation levels [1] - The chief investment analyst at a family office, Daniel Sereda, emphasizes the importance of filtering vast amounts of data to extract critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and information prioritized by institutional market participants [1] Group 2 - The analyst has a beneficial long position in CLS shares through stock ownership, options, or other derivatives [1] - The article expresses the analyst's own opinions and is not influenced by compensation from any company mentioned [1]

Group 1 - The stock of Celestica (NYSE: CLS) rose significantly from $103.11 to a 52-week high of $144.27 shortly after the buy recommendation was made on January 14, 2025 [1] - The analyst has a background in engineering and a strong interest in investing, particularly in technology stocks [1] Group 2 - There is no disclosure of any stock, option, or similar derivative position in the companies mentioned, nor any plans to initiate such positions within the next 72 hours [1]

Group 1 - Celestica's stock has decreased by 32% since a 'Strong Buy' recommendation in January, attributed to overall market panic from President Trump's tariffs [1] - The fundamentals of Celestica remain strong despite the stock price decline [1] - The author emphasizes a deep understanding of risk and reward, shaped by extensive experience in fundamental analysis of public companies [1] Group 2 - The author aims to provide clear and accessible insights for investors of all experience levels, particularly in technology stocks [1] - The analysis will cover diverse sectors to uncover promising investment opportunities across the economic landscape [1] - The invitation is extended to both seasoned and new investors to engage in collaborative exploration and insightful analysis [1]

Group 1: Company Performance - Celestica Inc. (CLS) has experienced an 18.4% decline over the past three months, underperforming compared to the industry decline of 12.5% and peers like Flex Ltd. (FLEX) and Jabil Inc. (JBL) [1] - The company is facing margin issues due to high operating expenses, which have contracted margins and affected its prospects [2] Group 2: Competitive Landscape - Celestica faces intense competition from industry giants such as Foxconn, Jabil, Flex, and Sanmina Corporation, with Flex well-positioned in emerging technologies like IoT and AI [3] - The semiconductor industry’s cyclical nature adds to the competitive pressure, while smaller regional companies also intensify competition [3] Group 3: Segment Performance - Persistent weakness in the ATS segment is a concern, primarily due to elevated inventory levels in industrial end markets hindering net sales growth [4] Group 4: Product and Portfolio Strength - Celestica has over 25 years of manufacturing experience and is focused on next-generation, cloud-optimized data storage and networking solutions, benefiting from the generative AI boom [5] - The company offers high-performance networking products and storage solutions that support AI applications, contributing to solid top-line growth [6][7] Group 5: Financial Outlook - Despite short-term challenges, Celestica has provided a bullish outlook for 2025, projecting total revenues of approximately $10.7 billion and an increase in non-GAAP operating margin to 6.9% [9] - Earnings estimates for 2025 have increased by 31.3% to $4.78, indicating positive sentiment towards the stock [10] Group 6: Long-term Growth Potential - Celestica's diverse product portfolio and infrastructure investments position it for sustained growth across various industries, including automotive and telecommunications [12]

Group 1 - Celestica (NYSE: CLS) is identified as an AI-focused company that is considered a hidden gem and a potential investment opportunity [1] - The article suggests that the current market conditions may lead to a significant stock boom, particularly in the technology sector [1] - The analyst, Oliver Rodzianko, emphasizes the importance of resilient management and competitive advantages in selecting investment opportunities [1] Group 2 - Rodzianko specializes in value trading at key market inflection points, typically holding investments for one to two years [1] - The analyst plans to establish a family office and an independent asset management firm focused on a high-alpha black swan portfolio strategy [1]

Core Insights - Clearside Biomedical is advancing its lead clinical program, CLS-AX, for the treatment of neovascular age-related macular degeneration (wet AMD) through its innovative suprachoroidal delivery platform [2][10] - The company emphasizes the need for more sustainable and less frequent treatment options for wet AMD, highlighting the potential benefits of its suprachoroidal injection method [3][4] Group 1: Clinical Program and Technology - CLS-AX is a proprietary injectable suspension of axitinib, a tyrosine kinase inhibitor (TKI), designed for suprachoroidal injection, which may offer advantages over existing therapies by achieving pan-VEGF blockade [7][8] - Recent clinical trials have shown that CLS-AX is well tolerated and has a positive safety profile, indicating its potential for prolonged duration and targeted delivery to affected tissues [8][10] - The SCS Microinjector® allows for precise drug delivery to the back of the eye, potentially reducing the risk of complications associated with traditional intravitreal injections [9][10] Group 2: Market and Regulatory Landscape - The wet AMD market is significant, valued at over $12 billion, and there is a growing demand for innovative treatment options [5] - Clearside's regulatory strategy for CLS-AX is informed by recent interactions with the FDA, guiding the design of its Phase 3 clinical trial plans [5][6] - The company aims to enhance treatment options for wet AMD, addressing the high treatment burden associated with current anti-VEGF therapies [3][4]

Group 1 - The article discusses the timing of issuing top investment picks for 2025, noting that valuations have significantly decreased across various sectors, creating investment opportunities [1] - The analyst, Uttam, specializes in growth-oriented equity research, focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software, as well as MedTech, Defense Tech, and Renewable Energy [1] - Uttam co-authors a newsletter, The Pragmatic Optimist, which is frequently cited by major publications like the Wall Street Journal and Forbes, indicating its influence in the investment community [1] Group 2 - The analyst has a background in leading teams at major technology firms, including Apple and Google, which adds credibility to his research and insights [1]

Group 1 - The core focus of Pythia Research is on identifying multi-bagger stocks, particularly within the technology sector [1] - The investment approach integrates financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to evaluate companies with high conviction and asymmetric risk-reward potential [1] - The strategy aims to uncover breakout opportunities before they become mainstream, leveraging both traditional and unconventional insights to navigate market sentiment and identify emerging trends [1] Group 2 - Pythia Research emphasizes investing in transformative businesses that are positioned for exponential growth, rather than merely following market trends [1] - The multidisciplinary strategy is designed to anticipate disruptions that could lead to the next significant winners in the market [1]

Core Insights - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - Celestica Inc. (NYSE: CLS) has been highlighted positively, with three bullish articles published since March 2024, indicating that CLS has consistently outperformed the broader market and its direct peers [1] Company Analysis - The investment group Beyond the Wall Investing features a fundamentals-based portfolio, weekly insights from institutional investors, and alerts for short-term trade ideas based on technical signals [1] - The analyst has a beneficial long position in CLS shares, indicating confidence in the company's future performance [1]