Celestica
CLS
Market cap $9.81B

85.35 USD

-1.70

1.95%

At close Apr 30, 4:00 PM EDT

After hours

89.00

+3.65

4.28%

1 day

-1.95%

5 days

-5.41%

1 month

8.30%

3 months

-25.23%

6 months

22.31%

Year to date

-8.29%

1 year

96.98%

5 years

1,269.98%

10 years

599.02%

About: Celestica Inc offers supply chain solutions. The company has two operating and reportable segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of the ATS end market and is comprised of the Aerospace and Defense, Industrial, health tech, and Capital Equipment businesses. Its Capital Equipment business is comprised of the semiconductor, display, and robotics equipment businesses, and the CCS segment consists of Communications and Enterprise end markets, The Enterprise end market is comprised of its servers and storage businesses. The company generates a majority of its revenue from the Connectivity & Cloud Solutions segment.

Employees: 26,865

Technology Electronic Components

0

Funds holding %

of 7,425 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

237% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 38

86% more capital invested

Capital invested by funds: $4.13B [Q3] → $7.68B (+$3.54B) [Q4]

29% more call options, than puts

Call options by funds: $355M | Put options by funds: $275M

24% more funds holding

Funds holding: 351 [Q3] → 435 (+84) [Q4]

3.54% more ownership

Funds ownership: 67.97% [Q3] → 71.51% (+3.54%) [Q4]

6% less funds holding in top 10

Funds holding in top 10: 17 [Q3] → 16 (-1) [Q4]

28% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 163

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$105

23%

upside

Avg. target

$122

43%

upside

High target

$150

76%

upside

7 analyst ratings

7 positive

100%

0 neutral

0%

0 negative

0%

Argus Research Kevin Heal 50% 1-year accuracy 4 / 8 met price target	41%upside $120	Buy Maintained	29 Apr 2025
RBC Capital Paul Treiber 50% 1-year accuracy 11 / 22 met price target	41%upside $120	Outperform Reiterated	28 Apr 2025
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target	35%upside $115	Overweight Maintained	28 Apr 2025
Barclays George Wang 53% 1-year accuracy 10 / 19 met price target	48%upside $126	Overweight Maintained	28 Apr 2025
JP Morgan	23%upside $105	Overweight Maintained	17 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 26 articles about CLS published over the past 30 days

Zacks Investment Research

Earnings Season: 3 Companies Raising Guidance

Raising guidance? In this uncertainty?

Earnings Season: 3 Companies Raising Guidance

These Analysts Revise Their Forecasts On Celestica After Q1 Earnings

Celestica Inc CLS reported better-than-expected first-quarter earnings after the closing bell on Thursday.

These Analysts Revise Their Forecasts On Celestica After Q1 Earnings

Celestica: The Tide Is Clearly Turning Back Up

Celestica Inc. investors endured tremendous volatility in April, but the stock has also recovered 50% from this month's lows. CLS' hyperscaler customers continue to demonstrate conviction in their CapEx outlook, justifying its key position as an EMS leader in the AI value chain. Celestica is confident of passing on most of the tariffs to its customers, beating back worries about the need to absorb much of these costs into its margins.

Celestica: The Tide Is Clearly Turning Back Up

Zacks Investment Research

Investors Heavily Search Celestica, Inc. (CLS): Here is What You Need to Know

Celestica (CLS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Investors Heavily Search Celestica, Inc. (CLS): Here is What You Need to Know

Celestica Q1 Earnings: Beating The Macro Headwinds With Growth

Celestica's strong earnings report and visibility into 2026, despite economic challenges, support a bullish stance at $90 per share. The company raised its 2025 revenue guidance, indicating robust demand and strong future revenue pipeline, especially from cloud and AI projects. Despite carrying $640 million in net debt, Celestica's $350 million free cash flow can clear this in 2 years, justifying its 29x forward FCF valuation.

Celestica Q1 Earnings: Beating The Macro Headwinds With Growth

Celestica's Beat And Raise Performance Underscores Durability Of AI Boom (Rating Upgrade)

The recent market correction has made CLS a lot more appealing, bringing it closer to our buy zone/fair value estimates. This is aided by the double beat FQ1 '25 earnings call and raised FY 2025 guidance, no matter the recent market fears surrounding the intensified tariff war. This is on top of the promising commentaries offered by market leaders in the semiconductor/hyperscaler industry, with it underscoring the durability of data center capex boom.

Celestica's Beat And Raise Performance Underscores Durability Of AI Boom (Rating Upgrade)

Celestica: AI Boom Intact, Avoid Anyway

Celestica Inc. reported impressive Q1 results, beating EPS and revenue estimates, and raised its 2025 guidance, although growth is expected to slow. The company has a strong demand for AI networking switches, but low margins and a lack of product differentiation pose significant risks to long-term profitability. CLS stock is currently cheap compared to growth targets, but the potential for margin contraction makes a bullish stance above $90 unwarranted.

Celestica: AI Boom Intact, Avoid Anyway

Zacks Investment Research

Celestica Q1 Earnings Beat Estimates on Solid Revenue Growth

CLS reported healthy first-quarter 2025 results driven by stronger growth in the CCS segment.

Celestica Q1 Earnings Beat Estimates on Solid Revenue Growth

Celestica Inc. (CLS) Q1 2025 Earnings Call Transcript

Celestica Inc. (NYSE:CLS ) Q1 2025 Earnings Conference Call April 25, 2025 8:00 AM ET Company Participants Matthew Pallotta - Head, Investor Relations and Senior Director, Finance Rob Mionis - President and Chief Executive Officer Mandeep Chawla - Chief Financial Officer Conference Call Participants David Vogt - UBS Samik Chatterjee - JPMorgan George Wang - Barclays Ruben Roy - Stifel Thanos Moschopoulos - BMO Capital Markets Steven Fox - Fox Advisors Paul Treiber - RBC Capital Markets Robert Young - Canaccord Genuity Todd Coupland - CIBC Jesse Pytlak - Cormark Securities Operator Hello and thank you for standing by. My name is Bella and I will be your conference operator today.

Celestica Inc. (CLS) Q1 2025 Earnings Call Transcript

Zacks Investment Research

Celestica (CLS) Beats Q1 Earnings and Revenue Estimates

Celestica (CLS) came out with quarterly earnings of $1.20 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.86 per share a year ago.

Celestica (CLS) Beats Q1 Earnings and Revenue Estimates

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