Celestica Inc. (CLS)

CA — Technology Sector
Peers: GRMN  KEYS  FICO  NOK  FLEX  UI  SNDK  JBL  TDY  CTSH 

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Key Metrics & Ratings

  • symbol CLS
  • Rev/Share 107.9276
  • Book/Share 19.2371
  • PB 15.2149
  • Debt/Equity 0.3504
  • CurrentRatio 1.44
  • ROIC 0.2416

 

  • MktCap 33670179530.0
  • FreeCF/Share 3.996
  • PFCF 73.2698
  • PE 40.3762
  • Debt/Assets 0.1077
  • DivYield 0
  • ROE 0.4413

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation CLS BofA Securities -- Buy -- $400 Jan. 28, 2026
Upgrade CLS Citigroup Neutral Buy -- $375 Nov. 10, 2025
Initiation CLS Goldman -- Buy -- $340 Oct. 16, 2025
Downgrade CLS TD Securities Buy Hold -- $238 Oct. 3, 2025
Initiation CLS Citigroup -- Neutral -- $172 July 21, 2025
Initiation CLS JP Morgan -- Overweight -- $166 Feb. 21, 2025
Resumed CLS Stifel -- Buy -- $140 Feb. 4, 2025
Upgrade CLS CIBC Neutral Sector Outperform -- $150 Jan. 31, 2025
Upgrade CLS Stifel Hold Buy -- $58 Sept. 9, 2024

News

Celestica: I Was Wrong, Upgrading On Strong Support
CLS
Published: February 18, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica is upgraded to 'Buy' as I now recognize the enduring strength of AI tailwinds and management's execution. CLS achieved a 17th consecutive dual earnings beat, with Q4 EPS up 70% YoY and full-year EPS up 55%. Robust balance sheet, low leverage, and accelerating AI capex from hyperscalers position CLS for further upside and multiple compression.

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image for news Celestica: I Was Wrong, Upgrading On Strong Support
Best Momentum Stocks to Buy for February 18th
BPOP, CLS, RIO
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS, RIO and BPOP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 18th, 2026.

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image for news Best Momentum Stocks to Buy for February 18th
Wall Street Bulls Look Optimistic About Celestica (CLS): Should You Buy?
CLS
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Read More
image for news Wall Street Bulls Look Optimistic About Celestica (CLS): Should You Buy?
Can Rising Defense Demand Boost Celestica's Future Growth Prospects?
CLS
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS plays a pivotal role in global defense, delivering rugged, mission-critical electronics and lifecycle support as military spending climbs.

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image for news Can Rising Defense Demand Boost Celestica's Future Growth Prospects?
CLS vs. JBL: Which EMS Stock is a Better Buy Right Now?
CLS, JBL
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Positive

AI data center expansion is intensifying competition between Celestica and Jabil, as hyperscaler deals, next-gen switches and rising estimates reshape the EMS landscape.

Read More
image for news CLS vs. JBL: Which EMS Stock is a Better Buy Right Now?
Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
CLS
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Celestica (CLS). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
Is Celestica (CLS) Stock Outpacing Its Computer and Technology Peers This Year?
CLS
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Here is how Celestica (CLS) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

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image for news Is Celestica (CLS) Stock Outpacing Its Computer and Technology Peers This Year?
Celestica (CLS) Upgraded to Strong Buy: Here's Why
CLS
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Celestica (CLS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Celestica (CLS) Upgraded to Strong Buy: Here's Why
Best Momentum Stocks to Buy for February 6th
CLS, JOYY, RRBI
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS, RRBI and JOYY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 6, 2026.

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image for news Best Momentum Stocks to Buy for February 6th
Why Celestica is a Massive Winner from Google's CapEx Bonanza
CLS
Published: February 06, 2026 by: 24/7 Wall Street
Sentiment: Positive

When Alphabet (NASDAQ:GOOGL) announced 2026 capital expenditure guidance of $175-$185 billion during its Q4 2025 earnings call on February 4, th, it represented a 97% year-over-year increase in spending.

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image for news Why Celestica is a Massive Winner from Google's CapEx Bonanza
3 Reasons Why Growth Investors Shouldn't Overlook Celestica (CLS)
CLS
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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image for news 3 Reasons Why Growth Investors Shouldn't Overlook Celestica (CLS)
Celestica: A Hidden Gem For Aggressive Growth Portfolios
CLS
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica has surged 49.62% from the time of my last recommendation in August 2025, vastly outperforming the S&P 500's 8.40% gain. HPS now drives 38% of CLS revenue, with segment sales up 72% year-over-year to $1.4 billion. The company's FY 2027 PEG ratio of 0.50 suggests undervaluation.

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image for news Celestica: A Hidden Gem For Aggressive Growth Portfolios
Why Celestica (CLS) is a Top Growth Stock for the Long-Term
CLS
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Why Celestica (CLS) is a Top Growth Stock for the Long-Term
Should Celestica Be in Your Portfolio Post Strong Q4 Earnings?
CLS
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS posts strong Q4 results as CCS revenues jump 64%, cash flow surges, but valuation, customer concentration and ATS softness raise caution.

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image for news Should Celestica Be in Your Portfolio Post Strong Q4 Earnings?
Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
CLS
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Celestica (CLS). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
Celestica Q4: AI Infrastructure Growth Offsets Higher CAPEX
CLS
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica (CLS) delivered a record Q4, with EPS of $1.89 and 44% YoY revenue growth, driven by CCS services up 64%. Despite raising 2026 revenue and EPS guidance, CLS shares dropped on a surprise CAPEX jump to $1B (6% of revenue) and flat FCF. I see the recent correction as an attractive entry, supported by robust AI infrastructure demand, accelerating growth, and improving valuation metrics.

Read More
image for news Celestica Q4: AI Infrastructure Growth Offsets Higher CAPEX
Wall Street Analysts Think Celestica (CLS) Is a Good Investment: Is It?
CLS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Read More
image for news Wall Street Analysts Think Celestica (CLS) Is a Good Investment: Is It?
Should You Buy Celestica as a Global Leader in AI-Powered EMS Space?
CLS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS beat Q4 estimates as AI-driven demand lifted revenues 44% and CCS growth 64%, while management raised 2026 revenues and EPS guidance.

Read More
image for news Should You Buy Celestica as a Global Leader in AI-Powered EMS Space?
Celestica: A 2026 AI Opportunity With Growth Potential
CLS
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica Inc. delivered robust Q4 results on Wednesday, driven by surging Data Center hardware demand from hyperscalers. The firm's total revenue reached $3.65B in Q4'25, up 44% year-over-year, with gross profits growing even faster at 46% Y/Y. CLS growth is tightly linked to hyperscaler CapEx cycles, benefiting from AI-driven infrastructure up-grades by major tech firms.

Read More
image for news Celestica: A 2026 AI Opportunity With Growth Potential
Celestica Is Now A De-Risked AI Infrastructure Compounder
CLS
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral

Celestica Is Now A De-Risked AI Infrastructure Compounder

Read More
image for news Celestica Is Now A De-Risked AI Infrastructure Compounder
Celestica Inc. (CLS:CA) Q4 2025 Earnings Call Transcript
CLS
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral

Celestica Inc. (CLS:CA) Q4 2025 Earnings Call Transcript

Read More
image for news Celestica Inc. (CLS:CA) Q4 2025 Earnings Call Transcript
Celestica Surpasses Q4 Earnings Estimates on Higher Revenues
CLS
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

CLS beats Q4 earnings and revenue estimates as sales jump 44%, CCS demand surges, and management lifts 2026 revenue, margin and EPS outlook.

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image for news Celestica Surpasses Q4 Earnings Estimates on Higher Revenues
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. - CLS
CLS
Published: January 27, 2026 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Celestica Inc. (“Celestica” or the “Company”) (NYSE: CLS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celestica Inc. - CLS
10 Earnings Reports That Might Fly Under the Radar Next Week
CLS, NUE, NEE, UNH
Published: January 27, 2026 by: Schaeffers Research
Sentiment: Neutral

Earnings season reminds me a lot of traveling.

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image for news 10 Earnings Reports That Might Fly Under the Radar Next Week
Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation
CLS
Published: January 26, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica Inc. is upgraded to Buy ahead of Q4 2025 earnings despite stretched valuation, driven by robust AI infrastructure demand confirmed by numerous recent developments. CLS is expected to deliver double earnings beats and upbeat FY2026 guidance, supported by strong hyperscale data center growth. Despite a recent dip, CLS stock trades at elevated valuation multiples, with a forward P/E above 20 and sector/historical premiums.

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image for news Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation
Celestica Stock: Why Alphabet Looking Elsewhere Is Actually A Good Thing
CLS, GOOG, GOOGL
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica Inc. stock is down 7% Thursday. CLS shares are dropping on a report Alphabet is looking for additional TPU server suppliers. This is an indication of greater TPU demand, which will benefit Celestica going forward.

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image for news Celestica Stock: Why Alphabet Looking Elsewhere Is Actually A Good Thing
Will Growth in the CCS Segment Boost Celestica's Q4 Earnings?
CLS
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

Celestica's CCS segment gains from AI data center demand and new switches, boosting Q4 revenue expectations ahead of Jan. 28 earnings report date.

Read More
image for news Will Growth in the CCS Segment Boost Celestica's Q4 Earnings?
Will Declining ATS Revenues Hinder Celestica's Q4 Earnings?
CLS
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Negative

Celestica heads into Q4 earnings with declining ATS revenue as soft demand, inventory pressure, and macro headwinds weigh on key end markets.

Read More
image for news Will Declining ATS Revenues Hinder Celestica's Q4 Earnings?
CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?
CLS
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Negative

CLS heads into Q4 earnings after rolling out AI-focused storage solution and 1.6TbE switches, but weakness in the ATS segment and a premium valuation raise caution.

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image for news CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?
Celestica: I Was Wrong - Buy Ahead Of Q4 Earnings
CLS
Published: January 19, 2026 by: Seeking Alpha
Sentiment: Positive

Celestica is successfully transitioning from a traditional EMS provider to an ODM leader, capturing high-value hyperscale demand through its specialized CCS segment. The upcoming 1.6T networking upgrade cycle, powered by the DS6000 switch family, serves as a primary catalyst for revenue growth through 2027. Management projects 2026 adjusted EPS of $8.20, representing a 39% year-over-year increase, driven by favorable product mix and 40 bps of margin expansion.

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image for news Celestica: I Was Wrong - Buy Ahead Of Q4 Earnings

About Celestica Inc. (CLS)

  • IPO Date 1998-06-30
  • Website https://www.celestica.com
  • Industry Hardware, Equipment & Parts
  • CEO Robert Andrew Mionis
  • Employees 21914

Celestica Inc. provides hardware platform and supply chain solutions in North America, Europe, and Asia. It operates through two segments, Advanced Technology Solutions, and Connectivity & Cloud Solutions. The company offers a range of product manufacturing and related supply chain services, including design and development, engineering, supply chain management, new product introduction, component sourcing, electronics manufacturing and assembly, testing, complex mechanical assembly, systems integration, precision machining, order fulfillment, logistics, asset management, product licensing, and after-market repair and return services. It also provides enterprise-level data communications and information processing infrastructure products, such as routers, switches, data center interconnects, edge solutions, servers, and storage-related products; capacitors, microprocessors, resistors, and memory modules; and power inverters, energy storage products, smart meters, and other electronic componentry products. The company serves aerospace and defense, industrial, energy, healthtech, capital equipment, original equipment manufacturers, cloud-based, and other service providers, including hyperscalers, and other companies in a range of industries. Celestica Inc. was incorporated in 1994 and is headquartered in Toronto, Canada.