Robeco Schweiz AG Sells 14,700 Shares of Celestica, Inc. $CLS

Robeco Schweiz AG reduced its stake in Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 23.9% during the 4th quarter, HoldingsChannel reports. The fund owned 46,800 shares of the technology company’s stock after selling 14,700 shares during the quarter. Robeco Schweiz AG’s holdings in Celestica were worth $13,835,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in CLS. NewGen Equity Long Short Fund bought a new stake in Celestica in the 2nd quarter valued at $14,050,000. Northwestern Mutual Wealth Management Co. lifted its position in Celestica by 7,646.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,007 shares of the technology company’s stock valued at $157,000 after acquiring an additional 994 shares in the last quarter. First Trust Advisors LP lifted its position in Celestica by 30.0% in the 2nd quarter. First Trust Advisors LP now owns 78,061 shares of the technology company’s stock valued at $12,197,000 after acquiring an additional 18,025 shares in the last quarter. NewEdge Advisors LLC increased its stake in Celestica by 385.8% in the 2nd quarter. NewEdge Advisors LLC now owns 2,803 shares of the technology company’s stock valued at $438,000 after buying an additional 2,226 shares during the last quarter. Finally, HUB Investment Partners LLC increased its stake in Celestica by 11.0% in the 2nd quarter. HUB Investment Partners LLC now owns 3,181 shares of the technology company’s stock valued at $497,000 after buying an additional 315 shares during the last quarter. 67.38% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on CLS shares. BMO Capital Markets lifted their price target on shares of Celestica from $370.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. TD Cowen upgraded shares of Celestica from a “hold” rating to a “buy” rating and lifted their price target for the company from $350.00 to $430.00 in a research note on Wednesday, April 29th. The Goldman Sachs Group reiterated a “buy” rating and issued a $475.00 price target on shares of Celestica in a research note on Tuesday, April 28th. Wall Street Zen upgraded shares of Celestica from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Finally, Rothschild & Co Redburn started coverage on shares of Celestica in a research note on Friday, May 1st. They issued a “buy” rating and a $460.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $427.42.

Trending Headlines about Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Seeking Alpha highlights Celestica’s shift from EMS to higher‑margin ODM/HPS, noting HPS mix rose to ~42% in Q1 (up ~400 bps sequentially) which helped adjust operating margins and supports higher valuation; new leading‑edge 1.6T and 3.2T CPO products should drive further margin expansion into 2026–27. Celestica’s AI Hardware Boom
• Positive Sentiment: Celestica announced its DS6000‑series 1.6TbE switches are now commercially available for orders — a move from development to market‑ready product that directly targets GenAI/ML data‑center backbones and should help convert pipeline into revenue. Celestica Announces Availability of 1.6TbE Switches
• Positive Sentiment: The DS6000 launch is being positioned as a momentum test — the product will be showcased at industry events and gives investors a visible commercialization milestone for Celestica’s AI networking strategy. Celestica’s DS6000 AI Switch Launch Puts Stock Momentum To Test
• Neutral Sentiment: Analyst writeups (Zacks and others) profile Celestica as a growth story with improving fundamentals and coverage‑ratio strength, reinforcing longer‑term interest but not creating immediate price catalysts. 3 Reasons Why Growth Investors Shouldn’t Overlook Celestica
• Neutral Sentiment: Coverage and market pieces note CLS hit a 52‑week high after a massive run; that performance attracts attention but increases dispersion between momentum buyers and value/short‑term traders. Celestica Soars to 52-Week High
• Negative Sentiment: Another Seeking Alpha note flags volatility: shares fell sharply (~14%) after earnings despite a beat and raised guidance, underscoring sensitivity to near‑term execution and investor expectations for AI capex timing. Heavy revenue concentration in Data Center/CCS also raises cyclical risk. Celestica: A Bet On AI CapEx Growth
• Negative Sentiment: Valuation and recent multi‑hundred‑percent gains increase the likelihood of profit‑taking and sharper pullbacks if AI capex cadence or customer ramps slip short term. (Investors should weigh execution risk vs. product/commercial milestones.) Is It Too Late To Consider Celestica After Its Surge?

Insider Buying and Selling at Celestica

In other news, President Jason Phillips sold 100,000 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $308.92, for a total transaction of $30,892,000.00. Following the transaction, the president directly owned 12,584 shares in the company, valued at $3,887,449.28. The trade was a 88.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.10% of the stock is owned by corporate insiders.

Celestica Stock Down 0.9%

Celestica stock opened at $414.08 on Thursday. The firm has a market capitalization of $47.61 billion, a PE ratio of 50.07, a P/E/G ratio of 0.97 and a beta of 2.09. The company’s 50-day moving average is $318.71 and its 200-day moving average is $311.83. Celestica, Inc. has a fifty-two week low of $92.30 and a fifty-two week high of $435.00. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.26 and a quick ratio of 0.73.

Celestica (NYSE:CLS) (TSE:CLS) last released its quarterly earnings data on Monday, April 27th. The technology company reported $2.16 earnings per share for the quarter, topping the consensus estimate of $2.08 by $0.08. The company had revenue of $3.96 billion for the quarter, compared to analyst estimates of $3.97 billion. Celestica had a net margin of 6.95% and a return on equity of 36.91%. Celestica’s revenue for the quarter was up 52.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.20 EPS. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. Sell-side analysts anticipate that Celestica, Inc. will post 9.5 earnings per share for the current year.

About Celestica

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.