CLS Celestica, Inc.

$CLS • Massive AI Demand: High-margin manufacturing partner for top hyperscalers expanding AI cloud data centers. • Networking Leader: Dominates high-value 800G and next-gen 1.6T Co-Packaged Optics (CPO) switch engineering. • Thermal Moat: Proprietary liquid-cooling expertise keeps them essential as AI chips get hotter. • Discounted Valuation: Trades at ~20.4x forward earnings—well below its 3-year historical average. • Global Footprint: Resilient manufacturing across North America, Europe, and Asia avoids geopolitical supply bottlenecks.

$CLS what in the world is going on FFS???? Under the 200dma on a company that has double beat on all of their ERs for almost 3 yrs??????

$CLS Earnjngs on Oct 26th. They will double beat again and affirm the positive outlook they’ve been giving all yr.

$CLS With the QQQ down 2.6% and the SMH down 3.4% this was quite resilient. Hopefully we get a rebound next week.

$CLS wouldn’t be surprised if this comes back to test the 200dma (~$330) on broader semi weakness. Will be looking to add if/when it does as it is my favorite valuations alongside both $AVGO (XPU ramp story) and $NVDA (fungibility/financing moat).

$CLS Congratulations to all holding $MU calls or shares! This is going to be great for the entire AI trade: $AVGO $AMD $NVDA $CLS folks, you think we could blow past $370 tomorrow?

$CLS You have to be kidding me. Let’s get some pullback going. BTW, 62% of the time we have a Friday like today, we are green the following Monday. Just some food for thought. 👊

$CLS Wasn’t this over $370 just five days ago 🤔 Where can you find a stock that can go up or down $50 in one week GEE. Just like a roller coaster ride . I’m getting off the ride if it can hit $375.00 again.

$CLS QUICK drop it more before close! There’s a bunch of criminals controlling this stock ever since it crossed over a key technical level on the weekly. Unreal

Similar to what we are seeing now in $CLS and $CRDO after a sizable correction, $AVGO will have its day in the sun before year-end. The trade is all way too interconnected across the supply chain. When you see dislocations in correlations among the players, that's where you go long.

$CLS this stock performance last week or so just blowing my mind completely. Don't know what to make out of it. Since I don't know, just stay sideline for now.

$CLS Celestica initiated with an Outperform at Bernstein Bernstein analyst Daniel Zhu initiated coverage of Celestica with an Outperform rating and $520 price target. The firm rolled out coverage of the U.S. networking group with a positive view. Networking and optical companies will be "structural winners" within AI infrastructure, the analyst tells investors in a research note. Bernstein believes there is more upside than downside to AI spend expectations, and sees the risk/rewards on exposed stocks as positive. While an overbuild is still possible, demand continues to exceed supply and the assumptions needed to underwrite continued investments do not appear aggressive compared to the pace of adoption, the firm contends.

$CLS • Valuation Buy Signal: The Motley Fool Canada calls the dip a buy, noting its lifted $20.5B USD full-year outlook creates an extreme value mismatch. • Top Value Growth: Yahoo Finance ranks Celestica as the #1 most undervalued Canadian growth stock right now. • Aggressive Price Targets: The Globe and Mail highlights Wall Street firms defending massive targets, including Bernstein ($520) and UBS ($430). • 90% Growth Forecast: Zacks Equity Research reaffirms that despite the daily market noise, fundamental models expect an explosive 90.5% EPS surge next Monday.

$CLS She’s holding up better than expected. I was hoping for some disgusting lows today. 🤔

$CLS The sickening rollercoaster is back in full swing again! I wonder if this pattern of total price instability will ever end! 😡

$CLS 30% in a well is insane. Basically being bunched in with core weave and other bs infra companies.

$CLS nasty price action now with volume. Definitely not looking good in the short term but assuming no recession this is above $400 next year.

$CLS same old story. Low volume short sellers in the morning, particularly on red days in the market.

$CLS Unconfirmed earnings date is Monday October 26. They will BEAT & RAISE GUIDANCE AGAIN! 💰💰💰💰💰 💎💎💎💎💎

$CLS Great finish today above $387, stock is up over $95 USD in the last 30 days. Good recovery from the additional stocks sold at $310!