Celestica Inc. (CLS)

Celestica Inc. (CLS-N) is gaining attention as a prominent player in the AI infrastructure sector, particularly in providing servers critical for data transmission. Experts note its involvement in the data center build-out, implying current share price pressures are tied to broader market trends of profit-taking following strong performance. However, its growth prospect remains robust, driven by rising revenue correlated with the increasing demand for data centers and network upgrades. Analysts highlight a notable transition from AI training to inference that could enhance revenues and margins. Despite the high price-to-earnings (PE) ratio—around 30-32x—many view Celestica's growth trajectory positively, with varying analysts' price targets suggesting significant upside potential.