Celestica: The Market Will Wake Up From Its Slumber EventuallyCelestica maintains a growing slate of AI opportunities, benefiting from partnerships with hyperscalers, frontier labs, and chip leaders like AMD and Google. CLS is capitalizing on expanding AI and custom chip opportunities, positioning itself as a key partner across the value chain beyond traditional hyperscaler projects. Despite concerns over hyperscaler CapEx normalization post-2027 and low-margin risks, CLS is projected to exceed $27 billion in FY2027 revenue.
Seeking Alpha10/8/2026Positive