Celestica (NYSE:CLS) Price Target Raised to $330.00

Celestica (NYSE:CLS) (TSE:CLS) had its target price lifted by equities research analysts at TD Securities from $305.00 to $330.00 in a research note issued on Friday,BayStreet.CA reports. The firm currently has a “hold” rating on the technology company’s stock. TD Securities’ price objective points to a potential upside of 16.94% from the stock’s previous close.

A number of other analysts also recently weighed in on CLS. Barclays increased their price target on shares of Celestica from $359.00 to $391.00 and gave the company an “overweight” rating in a report on Friday. JPMorgan Chase & Co. boosted their target price on shares of Celestica from $295.00 to $360.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Wall Street Zen upgraded Celestica from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group upped their price target on shares of Celestica from $340.00 to $440.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Finally, Stifel Nicolaus reaffirmed a “buy” rating and issued a $385.00 target price (up previously from $230.00) on shares of Celestica in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $345.41.

Celestica Trading Down 5.9%

NYSE CLS traded down $17.81 during mid-day trading on Friday, reaching $282.19. 3,139,696 shares of the stock were exchanged, compared to its average volume of 3,108,905. The business’s fifty day simple moving average is $311.10 and its 200 day simple moving average is $265.75. Celestica has a 1-year low of $58.05 and a 1-year high of $363.40. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.88 and a current ratio of 1.47. The stock has a market capitalization of $32.46 billion, a PE ratio of 39.30 and a beta of 1.87.

Celestica (NYSE:CLS) (TSE:CLS) last released its quarterly earnings data on Monday, October 27th. The technology company reported $1.58 EPS for the quarter, topping analysts’ consensus estimates of $1.45 by $0.13. The firm had revenue of $3.19 billion during the quarter, compared to the consensus estimate of $3.01 billion. Celestica had a net margin of 6.72% and a return on equity of 35.87%. The firm’s revenue was up 27.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.04 earnings per share. On average, research analysts anticipate that Celestica will post 4.35 earnings per share for the current fiscal year.

Institutional Trading of Celestica

Several hedge funds and other institutional investors have recently made changes to their positions in CLS. Golden State Wealth Management LLC increased its holdings in Celestica by 102.5% in the 2nd quarter. Golden State Wealth Management LLC now owns 164 shares of the technology company’s stock worth $26,000 after acquiring an additional 83 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Celestica by 42.5% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock worth $31,000 after purchasing an additional 37 shares during the last quarter. First Horizon Corp acquired a new position in shares of Celestica during the 3rd quarter valued at $31,000. Atlantic Edge Private Wealth Management LLC bought a new position in shares of Celestica during the fourth quarter worth about $38,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Celestica during the second quarter worth approximately $40,000. Hedge funds and other institutional investors own 67.38% of the company’s stock.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 beat and upgraded 2026 outlook — Celestica reported sharply higher Q4 revenue (~$3.6–3.65B, +43–44% Y/Y), stronger gross profit growth and quarterly EPS above estimates; management raised FY‑2026 revenue to $17B and gave higher EPS and Q1 guidance, highlighting robust hyperscaler (AI/data center) demand. Celestica Announces Fourth Quarter and FY 2025 Financial Results
• Positive Sentiment: AI-driven growth thesis reinforced — multiple analysts and deep-dive pieces frame Celestica as an AI infrastructure beneficiary (higher hyperscaler CapEx cycles), supporting multi-year revenue and margin expansion potential. Celestica: A 2026 AI Opportunity With Growth Potential
• Positive Sentiment: Analyst coverage/support — Bank of America initiated coverage and firms like RBC remain buyers after the report, which can help institutional demand and liquidity. Bank of America Begins Coverage on Celestica (NYSE:CLS)
• Neutral Sentiment: Investor communications — Earnings call transcript, slide deck and investor materials released alongside results provide management detail on customers, backlog and CapEx timing (useful for due diligence but neutral until execution is shown). Celestica (CLS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Accelerated $1B CapEx spooked some investors — management is front‑loading about $1B of AI-related spending to expand capacity; while strategic for growth, the increased near-term cash outflow and higher operating leverage prompted a sharp selloff as some investors worry about execution and short-term returns. Celestica raises 2026 revenue outlook to $17B as company accelerates $1B CapEx for AI-driven
• Negative Sentiment: Share selloff and legal risk — headlines report a >15% intraday decline tied to the spending plan, and Pomerantz LLP has opened an investor investigation, introducing potential legal/rewind risk that can pressure sentiment until resolved. Celestica raises 2026 revenue outlook to $17B as company accelerates $1B CapEx for AI-driven Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. – CLS

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.