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Broadcom Inc. (AVGO $406.54)
- $406.54 P/E (TTM): 85.59X Cap: $1.92T
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Celestica Inc. (CLS $542.89)
- $542.89 P/E (TTM): 54.71X Cap: $62.41B
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Q: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?

Thanks,
Shane.

Thanks,
Shane.

Asked by Shane on April 20, 2026

5i Research Answer:

It is good news regardless and continues to support the thesis that there is sustained demand out there. We might view it less as an 'unknown' catalyst and more as a continuation of known catalysts that the market had doubted in the past.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AVGO.

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