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# Celestica: 3 Reasons To Buy (Archive)
- URL: https://www.huntingalphas.com/celestica-3-reasons-to-buy-archive/
- Published: 2025-02-04T12:33:00.000Z
- Updated: 2026-02-28T10:55:03.000Z
- Description: Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, CLS, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Celestica has handily outperformed the S&P 500 since my last bullish update on the stock. After Q4 FY24 earnings, I retain my bullish views on the stock.
- I think Meta's blowout capex guidance for FY25 may be a key driver of growth for Celestica's networking products for high performance compute applications business.
- Impressively, Celestica is finding ways to manage inventory more efficiently even whilst servicing high and growing demand, reflecting a smooth supply chain and accurate demand forecasting.
- Valuation risk is there as CLS stock trades at a \~28% premium vs peers. But CLS is in a very strong uptrend and there is no reason to fight it.
- DeepSeek may shift enterprises' focus toward optimization of models, and Celestica may be well positioned to benefit.

Read the full article [here](https://seekingalpha.com/article/4754460-celestica-stock-q4-earnings-three-reasons-to-buy?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*