Celestica, Inc.
CLSCelestica, Inc. (CLS) is a global technology manufacturer providing supply chain solutions and integrated manufacturing services. Established in 1994 and headquartered in Toronto, Canada, the company designs, manufactures, and repairs electronic products and systems across various industries, including communications, enterprise computing, industrial, healthcare, and aerospace & defense. Celestica focuses on delivering innovative and flexible manufacturing solutions to help clients bring complex products to market efficiently.
Company News
Anthropic's IPO filing at a ~$1 trillion valuation will drive massive AI infrastructure spending. The company has committed $100+ billion to AWS and Google for compute capacity, positioning infrastructure suppliers like Celestica, Credo Technology, Astera Labs, Coherent, and Marvell Technology to benefit from the resulting data center build-out.
Meta's AI-driven ad ranking delivers four times the revenue impact of increased ad load, with Q4 2025 ad revenue up 24% YoY. The company's incremental return on invested capital for AI investments exceeds 20%, validating aggressive capex expansion to $125-145B in 2026. Google's $80B additional AI investment announcement benefits TPU supply chain ...
Divisadero Street Capital Management sold 2.26 million shares of Indivior (INDV) for approximately $74.76 million in Q1 2026, reducing its stake to 521,083 shares. The sale appears to be profit-taking after the stock surged nearly 200% over the past year. Despite the fund's exit, Indivior's fundamentals remain strong with Q1 revenue up 19% year-o...
Canadian General Investments (CGI) reported a NAV of $86.82 per share at April 30, 2026, with year-to-date and 12-month NAV returns of 8.0% and 42.3% respectively, outperforming the S&P/TSX Composite Index. The company's leverage increased to 12.4% of net assets, and its portfolio is diversified across sectors with top holdings including Celestic...
Celestica stock plunged 15.7% despite beating Q1 earnings expectations and raising full-year guidance. The company reported $4.05B in revenue (53% YoY growth) and $2.16 adjusted EPS, exceeding analyst forecasts, while raising annual sales guidance to $19B and EPS guidance to $10.15. The sharp sell-off suggests a valuation pullback despite strong ...
