CLS Celestica, Inc. Loading... : Bullish and Bearish Analyst Opinions
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18:59
Sep 03
Sep 03
The author references Celestica racks in a prior context without stating a current position.
The author references Celestica racks in a prior context without stating a current position or forward-looking trade call.
LOW
00:56
Sep 03
Sep 03
Celestica participates in white-box Ethernet buildout.
CLS may benefit from hyperscalers adopting white-box Ethernet designs with Broadcom silicon, but the author's stance is watch-focused research.
MED
23:22
Sep 01
Sep 01
CLS benefits from outsourcing complexity.
Watch CLS. Beneficiary map for outsourced networking hardware manufacturing. No author ownership language present.
MED
04:16
Sep 01
Sep 01
Celestica is explicitly named by OpenAI as a key partner alongside Broadcom in delivering the Jalapeno hardware capability, representing direct exposure to OpenAI's custom AI systems manufacturing ram
Celestica is explicitly named by OpenAI as a key partner alongside Broadcom in delivering the Jalapeno hardware capability, representing direct exposure to OpenAI's custom AI systems manufacturing ramp.
Risk: If Jalapeno ramps slower than expected, or if OpenAI shifts manufacturing in-house or to alternative suppliers, Celestica's revenue contribution from this program could disappoint.
01:15
Aug 26
Aug 26
OpenAI's Hot Chips presentation highlights Broadcom and Celestica as key hardware partners.
OpenAI's Hot Chips presentation highlights Broadcom and Celestica as key hardware partners, but the tweet is a factual event recap without an explicit trade call.
14:00
Aug 25
Aug 25
The article explicitly notes that 'The system level design is done in partnership with Celestica,' giving them direct exposure to OpenAI's rack-scale hardware rollout.
The article explicitly notes that 'The system level design is done in partnership with Celestica,' giving them direct exposure to OpenAI's rack-scale hardware rollout.
Risk: Hardware manufacturing and system integration is a low-margin business subject to intense competition.
17:34
Aug 23
Aug 23
Buy CLS as custom silicon integration beneficiary.
Buy CLS as a secondary beneficiary of the custom silicon proliferation trend; the company acts as a silicon-agnostic systems integrator turning ASICs from Broadcom/Marvell and Anthropic into full AI racks and networking platforms.
MED
14:57
Aug 19
Aug 19
"Watch CLS on AI networking deployment ramp"
Watch CLS; AI switching and networking manufacturing programs should benefit as AI clusters progress from planned capacity to deployment.
MED
23:37
Aug 17
Aug 17
Full-system outsourcing favors specialized contract manufacturers
Watch specialized contract manufacturers as full-system outsourcing expands from components into stickier networking platforms.
MED
17:35
Aug 16
Aug 16
The author presents a data-driven list of semiconductor and industrial names still far.
The author presents a data-driven list of semiconductor and industrial names still far from 52-week highs but explicitly states it is not a buy list, so all are watch.
LOW
12:28
Aug 15
Aug 15
AI physical-layer beneficiary map with backlog examples; no explicit author ownership, buy/hold.
MED
23:28
Aug 11
Aug 11
Watch ODMs for working-capital and timing risk.
Watch Celestica, Jabil, Quanta, and Wiwynn; working-capital intensity and facility-readiness deferrals create near-term negative earnings and margin volatility despite strong AI demand.
MED
01:00
Aug 06
Aug 06
Celestica plans to raise three billion dollars through a new share sale to fund data center.
Celestica plans to raise three billion dollars through a new share sale to fund data center expansion for the AI buildout.
22:35
Aug 05
Aug 05
Watch CLS on hyperscale networking demand
Watch CLS; hyperscale networking platforms, switches, and custom hardware manufacturing should benefit from continued AI infrastructure buildout.
MED
22:01
Aug 05
Aug 05
Watch CLS after 12% post-raise drop
Watch CLS after the 12% drop tied to the $3B raise; the author is skeptical of the bargain framing but takes no directional stance.
MED
20:47
Aug 05
Aug 05
Watch CLS after $3B AI equity offering.
Watch CLS after its $3B equity offering to fund AI infrastructure capex. Demand visibility is strong, but the offering is dilutive and the author states no explicit position.
MED
23:49
Aug 04
Aug 04
Celestica incredible operator, buy it
Celestica is a buy because it is an incredible operator that excels in hardware platforms, supply chains, and cloud connectivity. Cramer reads every conference call and is impressed by their execution; he suggests buying some now and hoping for a pullback to add more.
MED
18:41
Aug 04
Aug 04
Qnity read-through supports AI infrastructure watch
Watch NVDA, AVGO, ANET, CLS and VRT after Qnity’s Q2 confirms durable AI-infrastructure demand into 2027; this is a beneficiary/read-through map, not author-owned long exposure.
MED
11:15
Aug 04
Aug 04
Watch optical makers on China ban
Watch US optical/data-center component makers after a proposed ban on Chinese optical transceiver imports; the FCC rule could reduce import competition, but the author discloses no position.
MED
19:36
Aug 03
Aug 03
Watch CLS as AWS supplier read-through
CLS is listed as an AWS/hyperscaler supply-chain beneficiary; bullish research framing only, not an author position.
MED
20:25
Jul 29
Jul 29
The author dismisses ODM calls about CapEx peaks.
The author dismisses ODM calls about CapEx peaks, suggesting Meta's stock won't rally on that narrative, without taking a position.
LOW
18:51
Jul 29
Jul 29
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
15:56
Jul 29
Jul 29
Watch contract manufacturers and ODMs benefiting from AI power/cooling infrastructure buildout.
Watch contract manufacturers and ODMs benefiting from AI power/cooling infrastructure buildout; competitive dynamics vary but demand tailwind intact.
MED
22:41
Jul 28
Jul 28
Watch Celestica for systems/integration/manufacturing content from persistent data-center spend.
MED
22:13
Jul 28
Jul 28
Celestica strong earnings from data center.
Celestica, a networking switch supplier, reported flawless earnings with strong data center demand, and its stock rose, confirming infrastructure investment trends.
LOW
20:49
Jul 28
Jul 28
Author reviews mixed AI earnings reports and hopes for follow-through on strong reports.
Author reviews mixed AI earnings reports and hopes for follow-through on strong reports to provide feedback for the AI theme, but does not state any current positions or forward calls.
LOW
19:59
Jul 28
Jul 28
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
LOW
19:31
Jul 28
Jul 28
Buy CLS following what the author characterizes as the quarter's strongest earnings report.
Buy CLS following what the author characterizes as the quarter's strongest earnings report; management commentary implies 2027 growth exceeds 65% 2026 revenue growth, supporting a 14x-16x FY27 earnings multiple at ~$344/share.
MED
18:25
Jul 28
Jul 28
Celestica beat Q2 estimates and raised guidance with strong ROE.
Celestica beat Q2 estimates and raised guidance with strong ROE, but the Seeking Alpha headline reports results and a quant rating rather than an explicit author position.
17:46
Jul 28
Jul 28
Celestica sees strong optical demand through 2027
Celestica expects high demand for optical pluggables through 2027, with CPO samples in 1H27 and mass production in 2H27; reported as company outlook, no personal stance.
MED
About CLS Analyst Coverage
Buzzberg tracks CLS (Celestica, Inc.) across 32 sources. 14 bullish vs 1 bearish calls from 33 analysts. Sentiment: predominantly bullish (15%). 88 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: cifroracle, TheValueist, Tae Kim.