Analysts Set Celestica, Inc. (NYSE:CLS) PT at $435.80

Celestica, Inc. (NYSE:CLS) (TSE:CLS) has earned an average rating of “Moderate Buy” from the twenty-four ratings firms that are covering the company, Marketbeat.com reports. Two investment analysts have rated the stock with a hold rating, twenty-one have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $438.8571.

Several equities analysts have commented on the stock. Zacks Research raised shares of Celestica from a “hold” rating to a “strong-buy” rating in a report on Friday, June 26th. JPMorgan Chase & Co. upped their target price on Celestica from $445.00 to $485.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. BWS Financial reiterated a “buy” rating on shares of Celestica in a research note on Tuesday, July 28th. Bank of America restated a “buy” rating on shares of Celestica in a research report on Wednesday, July 29th. Finally, Susquehanna boosted their target price on Celestica from $460.00 to $510.00 and gave the stock a “positive” rating in a research note on Wednesday, April 29th.

Celestica Trading Down 0.2%

Shares of CLS stock opened at $334.44 on Monday. The stock has a market cap of $38.45 billion, a P/E ratio of 34.76 and a beta of 2.06. Celestica has a 1 year low of $173.23 and a 1 year high of $474.02. The company has a current ratio of 1.23, a quick ratio of 0.68 and a debt-to-equity ratio of 0.32. The stock has a 50 day simple moving average of $348.14 and a 200 day simple moving average of $335.47.

Celestica (NYSE:CLS) (TSE:CLS) last announced its quarterly earnings data on Monday, July 27th. The technology company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. Celestica had a return on equity of 39.96% and a net margin of 7.16%.The firm had revenue of $4.68 billion during the quarter, compared to analysts’ expectations of $4.30 billion. During the same period in the previous year, the firm earned $1.39 EPS. The company’s quarterly revenue was up 62.4% compared to the same quarter last year. Celestica has set its FY 2026 guidance at 11.300-11.300 EPS and its Q3 2026 guidance at 2.880-3.080 EPS. On average, research analysts predict that Celestica will post 9.97 earnings per share for the current fiscal year.

Celestica News Roundup

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Bank of America identified Celestica among 16 AI-related stocks that may offer bargain opportunities following the sector’s pullback. The designation supports the view that recent weakness could attract value-oriented investors. Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks
• Positive Sentiment: Wall Street’s average brokerage recommendation remains favorable, although the reports caution that sell-side ratings can be overly optimistic. Celestica’s prior quarterly results also showed strong momentum, with revenue rising 62.4% year over year and earnings exceeding consensus estimates. Is Celestica a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Analysts continue to view Celestica as an important beneficiary of AI-related demand across networking, computing and data-center infrastructure. A comparison with Arista Networks highlights the company’s potential growth opportunity as customers expand AI capacity. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
• Neutral Sentiment: Scotiabank began coverage of Celestica, potentially increasing analyst visibility and institutional interest, though the available report does not specify the firm’s rating or price target. Scotiabank Begins Coverage on Celestica
• Positive Sentiment: Industry commentary says electronics-manufacturing providers are benefiting from rising technology investment, increasingly complex products and greater outsourcing by OEMs—favorable long-term conditions for Celestica’s core business. These 4 Electronics-Manufacturing Stocks Are Surging
• Negative Sentiment: CEO Robert Mionis sold 23,496 shares for approximately $8.5 million, reducing his direct ownership by about 50%. Although the transaction was disclosed through an SEC filing and may be routine, the sizable insider sale can weigh on sentiment, particularly after the stock’s substantial run-up.
• Negative Sentiment: The broader AI trade is experiencing a pullback, creating near-term valuation and momentum pressure for high-beta names such as Celestica. Investors may therefore be taking profits despite the company’s favorable growth outlook.

Insider Transactions at Celestica

In other Celestica news, CFO Mandeep Chawla sold 17,000 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $399.65, for a total value of $6,794,050.00. Following the completion of the transaction, the chief financial officer directly owned 82,444 shares in the company, valued at approximately $32,948,744.60. This trade represents a 17.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael Max Wilson sold 4,168 shares of Celestica stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $333.31, for a total value of $1,389,236.08. Following the sale, the director directly owned 24,718 shares in the company, valued at $8,238,756.58. The trade was a 14.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 360,721 shares of company stock worth $136,627,680. Corporate insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Celestica

A number of institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in Celestica by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 4,811,695 shares of the technology company’s stock valued at $1,423,333,000 after purchasing an additional 73,022 shares during the period. JPMorgan Chase & Co. lifted its position in shares of Celestica by 24.8% in the 4th quarter. JPMorgan Chase & Co. now owns 4,017,623 shares of the technology company’s stock worth $1,187,650,000 after purchasing an additional 798,782 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Celestica by 5,806,149.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,657,937 shares of the technology company’s stock valued at $1,081,323,000 after purchasing an additional 3,657,874 shares during the last quarter. Franklin Resources Inc. boosted its stake in shares of Celestica by 18.6% in the 4th quarter. Franklin Resources Inc. now owns 2,278,214 shares of the technology company’s stock valued at $673,471,000 after purchasing an additional 356,797 shares during the last quarter. Finally, Cibc World Market Inc. increased its position in shares of Celestica by 30.6% during the fourth quarter. Cibc World Market Inc. now owns 2,265,680 shares of the technology company’s stock worth $670,279,000 after buying an additional 530,535 shares during the period. Institutional investors own 67.38% of the company’s stock.

Celestica Company Profile

Celestica Inc is a multinational electronics manufacturing services (EMS) company that provides design, engineering, manufacturing and supply chain solutions to original equipment manufacturers across a range of industries. Headquartered in Toronto, Ontario, Canada, Celestica works with customers to develop and produce complex electronic and electro-mechanical products, integrating activities from product design and prototyping through high-volume assembly, testing and final system integration.

The company’s service offering typically includes product engineering and design support, printed circuit board assembly, box-build and systems assembly, automated test and inspection, aftermarket repair and refurbishment, and end-to-end supply chain and logistics management.