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# Celestica: New Networking Wins Keep The Revenue Engine Revving (Archive)
- URL: https://www.huntingalphas.com/celestica-new-networking-wins-keep-the-revenue-engine-revving-archive-copy/
- Published: 2025-07-08T15:39:00.000Z
- Updated: 2026-02-28T18:05:09.000Z
- Description: Celestica’s AI networking leadership fuels strong growth but elevates valuation risk.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Tech, CLS

*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's CCS segment is rapidly gaining share among hyperscalers, driven by next-gen product launches and strong positioning in AI/ML networking.
- Valuation risk is rising, with CLS trading at a 63% premium to comps, mostly due to multiple expansion rather than earnings growth.
- The trend on the CLS vs SPX500 technical charts remains firmly bullish, with no signs of seller pressure.
- Wall St is downgrading capex estimates of Celestica's key customers, which is another risk indicator to watch for in terms of growth slowdown beyond 1 years' time.

Read the full article [here](https://seekingalpha.com/article/4799912-celestica-new-networking-wins-keep-the-revenue-engine-revving?ref=huntingalphas.com).

#### Disclosures and Disclaimers

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