Here’s What Boosted Celestica (CLS) in Q3

2 weeks ago 8

Soumya Eswaran

Wed, December 3, 2025 astatine 6:49 AM CST 3 min read

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, precocious released its third-quarter 2025 capitalist missive for “Carillon Scout Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Russell Midcap Index posted affirmative returns successful the quarter, fueled by beardown firm earnings, the continued momentum successful artificial quality (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) involvement rates. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Scout Mid Cap Fund highlighted stocks specified arsenic Celestica Inc. (NYSE:CLS). Celestica Inc. (NYSE:CLS) is simply a proviso concatenation solutions supplier that operates successful Advanced Technology Solutions, and Connectivity and Cloud Solutions. segments. The one-month instrumentality of Celestica Inc. (NYSE:CLS) was -13.70%, and its shares gained 239.87% of their worth implicit the past 52 weeks. On December 02, 2025, Celestica Inc. (NYSE:CLS) banal closed astatine $304.29 per share, with a marketplace capitalization of $35.004 billion.

Carillon Scout Mid Cap Fund stated the pursuing regarding Celestica Inc. (NYSE:CLS) successful its 3rd 4th 2025 capitalist letter:

"Celestica Inc. (NYSE:CLS) is simply a declaration shaper focused connected providing information halfway hardware components arsenic good arsenic aerospace, defense, and concern parts. The institution reported affirmative quarterly results driven chiefly by beardown networking power demand. Private statement (also called “white box”) solutions successful the networking manufacture are gaining marketplace stock against branded vendors owed mostly to the little full outgo of ownership and much flexible designs. We forecast net estimates volition emergence passim the twelvemonth arsenic the institution continues to triumph caller deals. In addition, we judge that the existing hyperscaler programs should ramp quicker than anticipated, which whitethorn supply further net upside."

Celestica Inc. (NYSE:CLS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 62 hedge money portfolios held Celestica Inc. (NYSE:CLS) astatine the extremity of the 3rd quarter, which was 63 successful the erstwhile quarter. In Q3 2025, Celestica Inc. (NYSE:CLS) reported gross of $3.19 billion, marking an summation of 28% from Q3 2024. While we admit the imaginable of Celestica Inc. (NYSE:CLS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.