Celestica, Inc. $CLS Shares Purchased by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC raised its position in Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 371.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,600 shares of the technology company’s stock after purchasing an additional 2,837 shares during the period. Gateway Wealth Partners LLC’s holdings in Celestica were worth $1,014,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of CLS. Vanguard Group Inc. raised its position in shares of 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 buying an additional 73,022 shares during the last quarter. JPMorgan Chase & Co. grew its stake in Celestica by 24.8% in the 4th quarter. JPMorgan Chase & Co. now owns 4,017,623 shares of the technology company’s stock worth $1,187,650,000 after acquiring an additional 798,782 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Celestica by 5,806,149.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,657,937 shares of the technology company’s stock valued at $1,081,323,000 after acquiring an additional 3,657,874 shares during the last quarter. Franklin Resources Inc. raised its holdings in Celestica by 18.6% in the 4th quarter. Franklin Resources Inc. now owns 2,278,214 shares of the technology company’s stock valued at $673,471,000 after acquiring an additional 356,797 shares during the last quarter. Finally, Cibc World Market Inc. lifted its stake in shares of Celestica by 30.6% during the 4th quarter. Cibc World Market Inc. now owns 2,265,680 shares of the technology company’s stock worth $670,279,000 after purchasing an additional 530,535 shares during the period. 67.38% of the stock is owned by institutional investors and hedge funds.

More Celestica News

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Strong Q2 earnings beat: Celestica reported approximately $4.7 billion in revenue, up 62% year over year, and adjusted EPS of $2.54, exceeding expectations of $2.29. The results were driven by robust demand in cloud connectivity, networking, storage and AI infrastructure. CLS Q2 Earnings Beat Estimates on Strong CCS Demand, Outlook Raised
• Positive Sentiment: Guidance and long-term growth improved: Management raised its 2026 outlook and indicated that growth could accelerate further in 2027 as hyperscaler customers ramp production. The Connectivity & Cloud Solutions segment grew 84% year over year, supporting expectations for sustained AI-related demand and potential margin expansion. CLS Shows How AI Networking is Reshaping Electronics Manufacturing
• Positive Sentiment: Analysts raised targets: RBC increased its target to $450 and maintained an “outperform” rating, while JPMorgan raised its target to $485 and assigned an “overweight” rating. These targets imply substantial upside and reinforce bullish sentiment toward Celestica’s AI infrastructure exposure.
• Neutral Sentiment: Wall Street remains bullish, but recommendations have limitations: Consensus ratings favor buying CLS, although analyst ratings can be overly optimistic and do not eliminate execution or cyclical-demand risks. Is It Worth Investing in Celestica Based on Wall Street’s Bullish Views?
• Negative Sentiment: Valuation and momentum risks are weighing on the stock: After a substantial rally tied to AI infrastructure, CLS trades at a relatively rich earnings multiple. Investors may be locking in gains and questioning whether continued earnings growth can justify the valuation, particularly with the shares remaining highly volatile and well below their 52-week high.

Celestica Price Performance

CLS stock opened at $327.16 on Thursday. The company has a market cap of $37.61 billion, a PE ratio of 34.01, a price-to-earnings-growth ratio of 0.81 and a beta of 2.05. The company has a current ratio of 1.23, a quick ratio of 0.73 and a debt-to-equity ratio of 0.32. The stock has a 50-day moving average price of $361.45 and a two-hundred day moving average price of $333.18. Celestica, Inc. has a 12-month low of $173.23 and a 12-month high of $474.02.

Celestica (NYSE:CLS) (TSE:CLS) last released its quarterly earnings data on Monday, July 27th. The technology company reported $2.54 EPS for the quarter, topping analysts’ consensus estimates of $2.29 by $0.25. The company had revenue of $4.68 billion for the quarter, compared to the consensus estimate of $4.30 billion. Celestica had a return on equity of 39.96% and a net margin of 7.16%.The company’s quarterly revenue was up 62.4% compared to the same quarter last year. During the same period last year, the business 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. As a group, research analysts predict that Celestica, Inc. will post 9.57 EPS for the current year.

Insider Activity at Celestica

In related news, CEO Robert Mionis sold 66,056 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $400.06, for a total value of $26,426,363.36. Following the transaction, the chief executive officer owned 134,328 shares in the company, valued at approximately $53,739,259.68. This trade represents a 32.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Michael Max Wilson sold 4,168 shares of Celestica stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $333.31, for a total transaction of $1,389,236.08. Following the transaction, the director directly owned 24,718 shares in the company, valued at approximately $8,238,756.58. This trade represents a 14.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 161,168 shares of company stock worth $63,190,485. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

CLS has been the topic of several analyst reports. Bank of America restated a “buy” rating on shares of Celestica in a report on Wednesday. Weiss Ratings lowered Celestica from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, July 16th. TD upped their price objective on shares of Celestica from $330.00 to $350.00 and gave the company a “hold” rating in a research note on Monday, April 20th. The Goldman Sachs Group reiterated a “buy” rating and set a $475.00 price objective on shares of Celestica in a report on Tuesday, April 28th. Finally, Susquehanna boosted their target price on shares of Celestica from $460.00 to $510.00 and gave the company a “positive” rating in a report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $437.00.

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.