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# Celestica: 4 Reasons To Keep Buying More (Archive)
- URL: https://www.huntingalphas.com/celestica-4-reasons-to-keep-buying-more-archive/
- Published: 2025-07-31T20:03:00.000Z
- Updated: 2026-02-28T18:35:34.000Z
- Description: Celestica’s hyperscaler-fueled surge is driving accelerating growth, rising margins, and a relentless 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 Inc. delivered a blowout Q2 FY 2025, with a higher-than-usual revenue beat-and-raise. Management's FY 2025 outlook seems conservative, and capex trends by hyperscalers can fuel a continued growth bonanza well into FY 2026.
- Celestica's Enterprise sub-segment, which until now has been a drag on revenues, is expected to see a growth inflection over the next few quarters.
- The higher margin hardware platform solutions business continues to outgrow other segments, driving structural margin expansion every quarter. There are no signs of this stopping just yet.
- The monthly technical charts show a powerful bullish trend with zero signs of bearish presence.
- Valuation risk is rising as CLS stock gets more expensive, but this is a risk worth taking given impressive operating momentum and the backing of fundamentals in the price surges due to upward revisions on normalized EPS estimates.

Read the full article [here](https://seekingalpha.com/article/4807045-celestica-4-reasons-to-keep-buying-more?ref=huntingalphas.com).

#### Disclosures and Disclaimers

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