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Celestica's $3B Raise: Investors Don't Like Dilution And EPS Headwinds (Archive)

AI demand drives revenue upgrades, but $3B equity raise dilutes shares and extends return timelines.

Decoding Celestica: How Custom AI Hardware Is The Most Important Catalyst (Archive)

Celestica is uniquely positioned to benefit from hyper-scaler custom AI hardware deployment trends.

Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive (Archive)

Celestica rides explosive AI-driven hyperscaler demand, but massive capex compresses near-term free cash flow.

Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Archive, Full Access)

Celestica offers a chance to ride accelerating AI demand at a sentiment-driven discount.

Celestica: I've 3xed My Investment But I'm Still Buying More (Archive)

Celestica’s AI networking dominance, long‑runway capex, and rising margins still justify buying.

Celestica: 4 Reasons To Keep Buying More (Archive)

Celestica’s hyperscaler-fueled surge is driving accelerating growth, rising margins, and a relentless uptrend.

Celestica: New Networking Wins Keep The Revenue Engine Revving (Archive)

Celestica’s AI networking leadership fuels strong growth but elevates valuation risk.