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

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

Several other research analysts have also issued reports on CLS. JPMorgan Chase & Co. increased their price objective on Celestica from $295.00 to $360.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Wall Street Zen raised Celestica from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Zacks Research lowered Celestica from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. UBS Group raised their price objective on Celestica from $208.00 to $350.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Celestica in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $345.41.

Celestica Stock Down 5.9%

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

Celestica (NYSE:CLS) (TSE:CLS) last announced its earnings results on Monday, October 27th. The technology company reported $1.58 earnings per share for the quarter, beating the consensus estimate 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 for the quarter was up 27.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.04 EPS. On average, equities analysts predict that Celestica will post 4.35 EPS for the current year.

Institutional Trading of Celestica

A number of institutional investors and hedge funds have recently modified their holdings of the company. Arrowstreet Capital Limited Partnership raised its position in Celestica by 471.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,146,928 shares of the technology company’s stock valued at $775,133,000 after buying an additional 2,596,318 shares during the last quarter. Viking Global Investors LP bought a new stake in Celestica during the 3rd quarter valued at about $424,459,000. Norges Bank bought a new stake in shares of Celestica during the 2nd quarter valued at about $236,069,000. SRS Investment Management LLC purchased a new stake in shares of Celestica during the second quarter worth about $135,289,000. Finally, Picton Mahoney Asset Management purchased a new position in Celestica in the second quarter worth about $90,425,000. 67.38% of the stock is currently owned by institutional investors.

Trending Headlines about Celestica

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.