$Celestica(CLS)$ A few hours ago this was trading at just 25x FY26 earnings. 25x earnings for a company growing earnings over 80% year-over-year. If that's not value in this market, I'm not sure what is — especially when you factor in the ramping GOOG TPU program and the FY27 commentary:
"Revenue growth in 2027 to ACCELERATE BEYOND the 65% growth rate we are anticipating in 2026... Adj. EPS to grow at a faster rate than our revenue in 2027"
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