Celestica (CLS) jumped 7% on its Q3, which beat estimates on the back of >80% Y/Y growth in its communications segment…

… prompting a bump to 2025 guidance and supporting management’s >30% growth target for 2026. With key channel partners like Broadcom seeing huge growth…

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… we work closely and proactively with our technology partners, aligning years ahead of time on next-generation product roadmaps, enabling us to be early to market and deploying leading-edge solutions for our customers.

Jason Phillips (CCS President) - CLS Q3’25 call

… and data center spend showing no signs of slowing down, AI-enabling hardware (Celestica, Hammond, etc.) continues to be the trade despite elevated valuations.

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