NYSE
CLS
5 stories
$37B Market cap · 2026-10-20
Jevons Paradox Is Not a Business Model: We Might Be Building Too Much Compute and Four Other Reasons Why the AI CAPEX Cycle Could Come Crashing Down https://t.co/EFTszhT3kH $ALAB $APLD $BE $CAT $CLS $CRWV $ETN $FN $GEV $HUT $LITE $MOD $NBIS $NVT $ORCL $POWL $STRL $TLN $VRT
Celestica expects 2027 revenue growth above 65% as 1.6T, 800G and AI rack programs ramp, despite $1 billion in 2026 CapEx and 10% share…
Pythia Research 1 clickDeep Sail @DeepSailCapital turns up twice in our Q2 sweep. SK Hynix was one. Celestica $CLS is the bigger bet: Deep Sail initiated $CLS in Q2 and holds it as its largest conviction: after canvassing the whole space, it sees Celestica as the cheapest way to own the AI data-center build-out, with structural margin expansion and design wins secured in 1.6T and co-packaged optics. Deep Sail puts at least three years of runway on the build-out.
Celestica’s white-box Ethernet switches gain AI demand, margin expansion and faster growth as Arista Networks holds gross margins near 63%…
Uttam Dey With all the analysts updating their models post the Q2 earnings beat, $CLS is now trading at 13x EBITDA NTM consensus while growing topline 65%.
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