Apr. 27 at 7:21 PM
$CLS
Earnings today.
What stands out is the mismatch — ~
$20B revenue scale vs sub-
$50B market cap, while other DC / infra names like
$FIX $VRT DELL
$GEV $CAT STRL are already priced much more efficiently by the market.
Sector already has clear re-rating elsewhere, but CLS hasn’t fully caught that wave yet.
It’s sitting in that “lagging vs peers” category — question is whether earnings becomes the catalyst or just another reset of expectations.
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