Group 1 - Celestica Inc. (NYSE: CLS) is currently almost 28% cheaper compared to late January, despite a robust early-February rally [1] - The company is set to release its Q1 earnings soon, which has the potential to impact its stock performance [1] - The analysis emphasizes the importance of focusing on high-quality names with reasonable valuations rather than seeking deep discounts [1] Group 2 - The investor's approach combines hands-on experience with an academic background in corporate finance, highlighting a preference for fundamentals and strategic perspectives [1] - There is a focus on discovering long-duration growth opportunities while balancing the portfolio with low-volatility dividend-paying stocks [1] - The investor expresses a belief that excessively cheap stocks may have numerous underlying issues, suggesting caution in such cases [1]

Celestica Inc. (CLS) and Jabil Inc. (JBL) are two leading players in the electronics manufacturing services (EMS) industry. Celestica is one of the largest EMS companies in the world, primarily serving original equipment manufacturers, cloud-based and other service providers, and business enterprises across several industries. It offers a comprehensive range of manufacturing and supply-chain solutions that support various customer requirements, from low-volume, high-complexity custom products to high-volume ...

Celestica (NYSE: CLS ) is quietly building a compelling growth story with structural tailwinds in high-demand segments like communications hardware and hyperscale networking. Yet, the market hasn’t caught up. As the company leans into a capital-light model, improving cash generation and operational precision, itsYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing an ...

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]