Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?

Hi everyone,

I’m trying to get a more grounded view on Celestica (CLS) and would appreciate perspectives from people who follow AI infrastructure or semiconductor-related names.

CLS recently reported strong earnings and continues to benefit from AI infrastructure demand (servers, networking, hyperscaler supply chain exposure). It’s positioned in the broader AI ecosystem alongside names like AVGO, MU, SNDK, and AMD.

Despite this, the stock has been volatile and has pulled back / consolidated after its recent run-up, which is making it hard to interpret whether the market is presenting an opportunity or signaling that expectations are already fully priced in.

A few things I’m trying to understand:

Does CLS still represent a value/growth opportunity given its strong earnings and AI exposure? Is the recent price weakness more about short-term rotation/profit-taking rather than fundamentals?

How do you view its positioning compared to other AI infrastructure / semiconductor names?

After the earnings beat and guidance, is the current pullback a potential entry point or just normal post-rally consolidation?

Im trying to understand how people are thinking about its longer-term positioning within the AI infrastructure cycle.

Would appreciate any insights.