Strategic Blueprint LLC Acquires New Stake in Celestica, Inc. $CLS

Strategic Blueprint LLC acquired a new stake in Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,805 shares of the technology company’s stock, valued at approximately $534,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in Celestica by 1.5% in the fourth 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. Arrowstreet Capital Limited Partnership increased its holdings in Celestica by 471.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 3,146,928 shares of the technology company’s stock valued at $775,133,000 after purchasing an additional 2,596,318 shares during the period. Franklin Resources Inc. increased its holdings in Celestica by 4.8% in the third quarter. Franklin Resources Inc. now owns 1,921,417 shares of the technology company’s stock valued at $473,386,000 after purchasing an additional 88,212 shares during the period. Viking Global Investors LP acquired a new stake in Celestica in the third quarter valued at $424,459,000. Finally, Bank of Montreal Can increased its holdings in Celestica by 16.8% in the third quarter. Bank of Montreal Can now owns 1,130,923 shares of the technology company’s stock valued at $278,236,000 after purchasing an additional 162,569 shares during the period. 67.38% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently weighed in on CLS shares. BMO Capital Markets increased their price objective on Celestica from $370.00 to $450.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Wolfe Research upgraded Celestica to a “strong-buy” rating in a report on Tuesday, February 17th. The Goldman Sachs Group reiterated a “buy” rating and set a $475.00 price target on shares of Celestica in a report on Tuesday. Aletheia Capital increased their price target on Celestica from $330.00 to $410.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Barclays increased their price target on Celestica from $391.00 to $441.00 and gave the stock an “overweight” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $425.61.

Key Headlines Impacting Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Multiple brokerages raised ratings and price targets (JPMorgan raised its target and stayed overweight; TD Cowen upgraded to buy with a higher target; CIBC lifted its target to US$480). Analyst momentum increases buy-side confidence and provides fresh buying interest. Celestica (NYSE:CLS) Given New $425.00 Price Target at JPMorgan Chase & Co. CIBC Raises Celestica’s Price Target to US$480 TD Cowen upgrades Celestica (CLS)
• Positive Sentiment: Product progress: Celestica announced its DS6000-series 1.6TbE switches are now available to order, signaling commercialization of AI‑scale networking hardware and potential near‑term revenue conversion. Celestica Accelerates AI-Scale Networking: DS6000-Series Now Available
• Positive Sentiment: Technical signal: CLS recently crossed above its 20‑day moving average, which traders interpret as a short‑term bullish trigger that can attract momentum flows. Celestica (CLS) Crossed Above the 20-Day Moving Average Zacks: Celestica Crossed Above the 20-Day MA
• Neutral Sentiment: Company materials: Q1 results and the earnings‑call presentation are available for investors to parse detail on backlog, margins and CapEx plans — useful for assessing execution risk vs. growth opportunity. Celestica Inc. 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Post‑earnings selloff: Despite beating EPS estimates, CLS plunged after the Q1 release as some investors took profits at elevated valuation levels, and concerns were voiced about modest margin improvement, supply‑chain bottlenecks and higher CapEx plans. That earlier sharp drop created volatility and leaves sentiment fragile. Celestica Stock Falls 14% Despite Posting Strong Q1 Results Celestica craters by $10B after earnings Seeking Alpha: Downgrade / Market Disappointment

Celestica Stock Performance

Shares of Celestica stock opened at $410.19 on Friday. The company has a current ratio of 1.26, a quick ratio of 0.88 and a debt-to-equity ratio of 0.36. The business has a 50-day moving average price of $313.88 and a two-hundred day moving average price of $309.08. Celestica, Inc. has a 1-year low of $89.02 and a 1-year high of $423.25. The company has a market cap of $47.16 billion, a P/E ratio of 49.60, a PEG ratio of 1.13 and a beta of 1.88.

Celestica (NYSE:CLS) (TSE:CLS) last issued its quarterly earnings results on Monday, April 27th. The technology company reported $2.16 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.08. Celestica had a return on equity of 36.91% and a net margin of 6.95%.The firm had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $3.97 billion. During the same period last year, the business posted $1.20 EPS. The business’s revenue was up 52.8% compared to the same quarter last year. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. As a group, analysts anticipate that Celestica, Inc. will post 8.5 EPS for the current year.

Insiders Place Their Bets

In other news, President Todd C. Cooper sold 1,065 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $283.51, for a total transaction of $301,938.15. Following the transaction, the president owned 108,970 shares of the company’s stock, valued at $30,894,084.70. This represents a 0.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Yann L. Etienvre sold 1,145 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $283.51, for a total transaction of $324,618.95. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 297,923 shares of company stock worth $88,027,459. Company insiders own 1.10% 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.