Celestica: Management's 2026 Guidance Is Still Far Too Conservative

Core Insights - Celestica Inc. (CLS) is an Original Design Manufacturer (ODM) collaborating with technology companies to design, build, or assemble hardware, achieving notable success with 400G-1600G switches for AI data centers [1] Company Overview - Celestica operates through two main segments: Advanced Technology Solutions (ATS) and another unspecified segment [1] Management Expertise - Bram de Haas, with 15 years of investment experience and over 5 years managing a Euro hedge fund, brings valuable risk management skills to identify lucrative investment opportunities [1]