Mar. 4 at 6:07 PM
$CLS briefly touched
$250 intraday
The last time Celestica was at this level was in Oct 2025, when the company had:
-NTM revs of
$13B vs today's
$18B [+38%]
-NTM EPS of
$6.50 vs today's
$9.64 [+48%] vs buyside at
$11
-Fwd P/E of 38.5x vs today's 27x [-11.5x] vs buyside at 24x
-Google's primary ODM partner (Rumour: Internal debate about restructuring TPU team into a stand-alone unit to potentially allow
$GOOGL to expand its opportunities to invest, including w/ outside capital
-OpenAI/Broadcom collab currently an undefined catalyst - more info likely coming in 2H26 - Rumour: OpenAI projecting 10GW b/n FY27-FY29