Global Retirement Partners LLC Takes Position in Celestica, Inc. $CLS

Global Retirement Partners LLC acquired a new stake in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the second quarter, Holdings Channel reports. The firm acquired 5,627 shares of the technology company’s stock, valued at approximately $2,053,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CLS. Legacy Wealth Managment LLC ID raised its position in shares of Celestica by 14.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 223 shares of the technology company’s stock worth $63,000 after acquiring an additional 28 shares in the last quarter. Capital Planning LLC raised its holdings in shares of Celestica by 3.2% in the first quarter. Capital Planning LLC now owns 1,025 shares of the technology company’s stock worth $289,000 after buying an additional 32 shares during the last quarter. PCB Capital LLC increased its holdings in shares of Celestica by 3.5% in the first quarter. PCB Capital LLC now owns 995 shares of the technology company’s stock valued at $280,000 after purchasing an additional 34 shares during the period. Avantax Planning Partners Inc. raised its position in Celestica by 2.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 1,528 shares of the technology company’s stock worth $452,000 after buying an additional 40 shares during the last quarter. Finally, Park Square Financial Group LLC raised its holdings in shares of Celestica by 36.3% during the fourth quarter. Park Square Financial Group LLC now owns 154 shares of the technology company’s stock worth $46,000 after purchasing an additional 41 shares during the last quarter. 67.38% of the stock is currently owned by institutional investors.

Celestica Price Performance

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

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

Insider Buying and Selling at Celestica

In other news, CFO Mandeep Chawla sold 16,117 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $369.32, for a total value of $5,952,330.44. Following the transaction, the chief financial officer owned 65,444 shares of the company’s stock, valued at approximately $24,169,778.08. This trade represents a 19.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Robert Mionis sold 23,496 shares of Celestica stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $362.39, for a total transaction of $8,514,715.44. Following the sale, the chief executive officer owned 23,396 shares in the company, valued at $8,478,476.44. This represents a 50.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 360,721 shares of company stock worth $136,627,680 in the last 90 days. Insiders own 1.10% of the company’s stock.

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.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on CLS shares. Stifel Nicolaus set a $500.00 target price on shares of Celestica in a research note on Tuesday, July 28th. The Goldman Sachs Group restated a “buy” rating and set a $475.00 price target on shares of Celestica in a research report on Tuesday, April 28th. UBS Group reiterated a “neutral” rating and set a $410.00 price target on shares of Celestica in a report on Wednesday, July 29th. Citigroup upped their price target on Celestica from $338.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Finally, TD Cowen raised Celestica from a “hold” rating to a “buy” rating and lifted their target price for the company from $350.00 to $430.00 in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Celestica has a consensus rating of “Moderate Buy” and a consensus target price of $438.86.

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.