Celestica: Management And Analysts Upped Guidance/Estimates Still Appear Conservative
Portfolio Pulse from
Celestica's stock rating is adjusted from a strong buy to a buy due to a rapid share price increase and coming off seasonal strength. The CCS segment, driven by AI CapEX, is growing fast and dominating earnings, with margins expanding significantly. Management's conservative guidance and optimistic outlook suggest potential for higher-than-expected revenue and earnings growth in 2025.
February 11, 2025 | 12:15 pm
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Celestica's stock rating is downgraded from strong buy to buy due to rapid share price increase. The CCS segment is growing fast, driven by AI CapEX, with significant margin expansion. Management's conservative guidance suggests potential for higher-than-expected growth in 2025.
The downgrade from strong buy to buy reflects the rapid share price increase, suggesting limited short-term upside. However, the fast growth in the CCS segment and management's conservative guidance indicate potential for future growth, balancing the short-term impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100