Celestica is getting more attention for their role in AI and data center hardware. Investors seem to like the shift toward higher margin segments like aerospace and defense. They were recently added to the S&P Global 1200 and International 700 indices which helps broaden the shareholder base. Long term forecasts are targeting $17.4 billion in revenue by 2028. Some fair value estimates suggest about 35% upside to current prices. The main risk to watch is their heavy concentration on a few large hyperscaler customers. If those big tech companies cut spending, revenue would take a hit.