Celestica, Inc. CLS

Celestica Inc. es una empresa de electrónica que diseña, fabrica plataformas de hardware y soluciones de cadena de suministro. La Compañía opera en dos segmentos: Soluciones de Tecnología Avanzada (ATS) y Soluciones de Conectividad y Nube (CCS). El segmento ATS está compuesto por negocios de aeroespacial y defensa (A&D), industrial, energía, tecnología de la salud y equipos de capital. Su negocio de Equipos de Capital está compuesto por negocios de semiconductores, pantallas y equipos de distribución de energía y señal. El segmento CCS consta de sus mercados finales de comunicaciones y empresas, como servidores y almacenamiento. La Compañía ofrece una variedad de servicios de fabricación de productos y cadena de suministro relacionados en ambos segmentos, incluyendo diseño y desarrollo, introducción de nuevos productos, servicios de ingeniería, adquisición de componentes, fabricación y ensamblaje de electrónica, pruebas, ensamblaje mecánico complejo, integración de sistemas, mecanizado de precisión, cumplimiento de pedidos, logística, gestión de activos, licencias de productos y otros.

• Zacks Investment Research 5 oct

  Celestica (CLS) Stock Slides as Market Rises: Facts to Know Before You Trade

  Celestica (CLS) declined 1.2% to $382.69, underperforming the broader market gains. Despite strong recent performance (up 24% over the past month), the stock carries a Zacks Rank #3 (Hold) rating. The company is expected to report significant earnings growth of 90.51% YoY and revenue growth of 69.1%, but trades at a premium valuation with a Forward P/E of 34.2 versus the industry average of 22.38.

  

• Zacks Investment Research 2 oct

  Buy Jabil (JBL) Stock as AI Infrastructure Demand Fuels Strong Q4 Results?

  Jabil delivered strong Q4 results with revenue surging 29% and adjusted EPS up 34%, driven by booming AI infrastructure demand. The company projects fiscal 2027 revenue growth of 24% and EPS growth of 34%. However, with the stock already up 30% year-to-date and trading at a reasonable 19X forward earnings, Zacks rates it a Hold, suggesting better buying opportunities may still be ahead.

  

• Zacks Investment Research 30 sept

  Jabil (JBL) Beats Q4 Earnings and Revenue Estimates

  Jabil reported quarterly earnings of $4.4 per share, beating consensus estimates of $4.06, with revenues of $10.62 billion exceeding expectations by 9.91%. The company has outperformed the market by 39.8% year-to-date and received a Zacks Rank #2 (Buy) rating. Celestica, another electronics manufacturing services company, is expected to report results with projected earnings of $3.01 per share, representing 90.5% year-over-year growth.

  

• Zacks Investment Research 29 sept

  Celestica (CLS) Increases Despite Market Slip: Here's What You Need to Know

  Celestica stock rose 2.62% to $365.88, outperforming the broader market decline. The company is projected to report strong earnings growth of 90.51% EPS and 69.1% revenue growth year-over-year. However, the stock trades at a premium valuation with a Forward P/E of 31.48 versus the industry average of 24.79, and holds a Zacks Rank of #3 (Hold).

  

• Zacks Investment Research 29 sept

  Brokers Suggest Investing in Celestica (CLS): Read This Before Placing a Bet

  While 18 of 19 brokers rate Celestica (CLS) as Strong Buy with an average brokerage recommendation of 1.05, the article cautions against relying solely on these recommendations. The Zacks Rank assigns CLS a #3 (Hold) rating due to unchanged earnings estimates over the past month, suggesting the stock may perform in line with the broader market. The article argues that brokerage recommendations often suffer from positive bias due to vested interests, and that earnings estimate revisions are a more reliable indicator of near-term stock performance.