Celestica's stock price surged by 50% in 3 months driven by AI and datacenter tailwinds.
The recent earnings report showed revenue growth of over 20% year-over-year for the third consecutive quarter, with adjusted eps reaching $1.04.
The company's CCS segment benefited from investments in datacenters, showing a 42% revenue growth year-over-year, leading to improved profitability and free cash flow.
Despite a 191% stock price increase over the past year, Celestica's valuation remains attractive, and the DCF model indicates a potential increase of 141%.