Celestica Heading into 2027: Underappreciated AI Revenue Runway
Celestica (CLS) is benefiting from a hyperscaler AI build-out that looks set to accelerate into 2027. Strong profitability (ROE ~45%), expanding AI-related revenue, and a market cap near $40.5B support a long trade with defined entry, stop, and target. Valuation is rich on headline multiples but reasonable when you factor in an outsized 2027 margin…