Celestica Surpasses Industry Performance This Year: Is It Time to Invest in the Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy CLS?
Source: NASDAQ.COM
Stock Performance: Celestica, Inc. (CLS) has seen a 103.4% increase in stock value year-to-date, outperforming the Electronics - Manufacturing Services industry and major indices like the S&P 500.
Revenue Growth: The company's Connectivity & Cloud Solutions segment reported a 28% year-over-year revenue increase, driven by strong demand for networking solutions, particularly in the Hyperscaler Portfolio Solutions business.
AI Infrastructure Market: Celestica is positioning itself as a key player in the growing AI infrastructure market, with plans to expand its offerings, including a new high-performance storage controller designed for enterprise applications.
Financial Health: With $313.8 million in cash and a current ratio of 1.44, Celestica demonstrates strong liquidity, enabling it to invest in growth opportunities while managing debt effectively.
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Analyst Views on CLS
Wall Street analysts forecast CLS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CLS is 376.73 USD with a low forecast of 305.00 USD and a high forecast of 440.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 294.890
Low
305.00
Averages
376.73
High
440.00
Current: 294.890
Low
305.00
Averages
376.73
High
440.00
About CLS
Celestica Inc. is engaged in designing, manufacturing and providing hardware platform and supply chain solutions. It delivers supply chain solutions globally to customers in two operating segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of its ATS end market and comprises its Aerospace & Defense (A&D), Industrial, HealthTech, and Capital Equipment businesses. Its Capital Equipment business comprises its semiconductor, display, and robotics equipment businesses. The CCS segment consists of its communications and enterprise end markets. The enterprise end market consists of Celestica’s servers and storage businesses. It offers a range of product manufacturing and related supply chain services to customers in both of its segments, including design and development, new product introduction, engineering services, component sourcing, electronics manufacturing and assembly, testing, systems integration, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Celestica (CLS.US) Executive Plans to Sell $33.1 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Phillips Jason intends to sell 120,000 shares of its common stock on February 5.
- Market Value: The total market value of the shares being sold is approximately $33.1 million.
See More
Chase Investment Counsel Acquires Clearwater Analytics Shares
- New Investment Position: Chase Investment Counsel reported a new position in Clearwater Analytics, acquiring 237,532 shares valued at $5.7 million, which represents 1.6% of its reportable assets as of December 31, 2025, indicating confidence in the company.
- Holding Status: This acquisition marks a new position for Chase, which did not previously hold shares in Clearwater, highlighting its strategy to diversify investments despite not being among the top five holdings.
- Market Performance: Clearwater's stock closed at $23.46 on February 4, with a market capitalization of $6.8 billion; however, the stock has declined by 17.4% over the past year, underperforming compared to the Nasdaq and S&P 500 indices, reflecting market caution regarding its future.
- Acquisition Dynamics: Private equity firms Permira and Warburg Pincus have agreed to acquire Clearwater for $8.4 billion, or $24.55 per share, suggesting that if Chase's purchase timing is favorable, it could yield significant gains, but investors should be wary of potential risks if the deal does not materialize.
See More
Celestica Under Investigation for Securities Fraud
- Investigation Launched: Pomerantz LLP is investigating on behalf of Celestica Inc. investors regarding potential securities fraud or unlawful business practices, indicating serious concerns about corporate governance.
- Stock Price Decline: Following Digitimes' report that Alphabet may shift assembly work for its tensor processing units to other suppliers, Celestica's stock fell 6.08% on January 22, 2026, losing $18.83 per share, reflecting market concerns about its future business prospects.
- Potential Impact: A reduced role in assembling Google’s AI servers could negatively affect Celestica's revenue and market share, exacerbating investor anxiety and uncertainty.
- Legal Consequences: As a prominent securities litigation firm, Pomerantz LLP may provide legal support to affected investors, and if wrongdoing is confirmed, Celestica could face substantial liability for damages.
See More
Celestica Inc. Stock Plummets Despite Strong Earnings Outlook
- Stock Price Drop: Celestica Inc. experienced a significant 13.10% decline in stock price on Thursday, closing at $300 per share, ending a four-day winning streak as strong earnings expectations were already priced in.
- Net Income Surge: The updated report indicates that Celestica's net income for 2025 is projected to soar by 94% to $832.5 million from $428 million in 2024, with Q4 alone contributing $267.5 million, a 76% increase year-over-year.
- Revenue Growth: The company reported a 28% increase in annual revenue to $12.39 billion, while Q4 revenue rose by 4.4% to $3.65 billion, reflecting robust demand for AI-related technologies.
- Optimistic Future Outlook: Celestica raised its revenue forecast for 2026 to $17 billion and plans to increase capital investments to $1 billion, demonstrating confidence in long-term AI infrastructure investments and strategic growth plans.
See More
Celestica Reports Strong Q4 2025 Earnings with Significant Growth
- Significant Revenue Growth: Celestica achieved $3.65 billion in revenue for Q4 2025, a 44% increase year-over-year, exceeding expectations and demonstrating strong demand in the CCS segment, which solidifies the company's market position.
- Increased Adjusted EPS: The adjusted earnings per share for Q4 reached $1.89, reflecting a 70% increase from the previous year, showcasing the company's operational efficiency and market demand success, likely attracting more investor interest.
- Substantial Capital Expenditure Increase: The company plans to raise capital expenditures to approximately $1 billion in 2026, representing 6% of annual revenue, to support growth in AI and data centers, indicating confidence in future market opportunities.
- Optimistic Outlook: Celestica raised its 2026 revenue outlook to $17 billion and adjusted EPS to $8.75, representing year-over-year growth of 37% and 45%, respectively, reflecting strong confidence in sustained growth.
See More
Celestica Under Investigation for Securities Fraud Claims
- Securities Fraud Investigation: Pomerantz LLP is investigating whether Celestica Inc. has engaged in securities fraud or other unlawful business practices, which could undermine investor confidence and lead to stock price volatility.
- Stock Price Decline: Following Digitimes' report that Google may shift assembly work for its tensor processing units to other suppliers, Celestica's stock fell 6.08% to $290.92 per share on January 22, 2026, indicating market concerns about its future business role.
- Investor Outreach: Pomerantz LLP advises affected investors to contact them, highlighting the firm's expertise in securities class action litigation and potential legal support for investors seeking compensation.
- Historical Context: With over 85 years of experience in securities class actions, Pomerantz LLP has recovered millions in damages for victims, underscoring its significant role in protecting investor rights.
See More
Celestica (CLS.US) Executive Plans to Sell $33.1 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Phillips Jason intends to sell 120,000 shares of its common stock on February 5.
- Market Value: The total market value of the shares being sold is approximately $33.1 million.
See More
Chase Investment Counsel Acquires Clearwater Analytics Shares
- New Investment Position: Chase Investment Counsel reported a new position in Clearwater Analytics, acquiring 237,532 shares valued at $5.7 million, which represents 1.6% of its reportable assets as of December 31, 2025, indicating confidence in the company.
- Holding Status: This acquisition marks a new position for Chase, which did not previously hold shares in Clearwater, highlighting its strategy to diversify investments despite not being among the top five holdings.
- Market Performance: Clearwater's stock closed at $23.46 on February 4, with a market capitalization of $6.8 billion; however, the stock has declined by 17.4% over the past year, underperforming compared to the Nasdaq and S&P 500 indices, reflecting market caution regarding its future.
- Acquisition Dynamics: Private equity firms Permira and Warburg Pincus have agreed to acquire Clearwater for $8.4 billion, or $24.55 per share, suggesting that if Chase's purchase timing is favorable, it could yield significant gains, but investors should be wary of potential risks if the deal does not materialize.
See More
Celestica Under Investigation for Securities Fraud
- Investigation Launched: Pomerantz LLP is investigating on behalf of Celestica Inc. investors regarding potential securities fraud or unlawful business practices, indicating serious concerns about corporate governance.
- Stock Price Decline: Following Digitimes' report that Alphabet may shift assembly work for its tensor processing units to other suppliers, Celestica's stock fell 6.08% on January 22, 2026, losing $18.83 per share, reflecting market concerns about its future business prospects.
- Potential Impact: A reduced role in assembling Google’s AI servers could negatively affect Celestica's revenue and market share, exacerbating investor anxiety and uncertainty.
- Legal Consequences: As a prominent securities litigation firm, Pomerantz LLP may provide legal support to affected investors, and if wrongdoing is confirmed, Celestica could face substantial liability for damages.
See More
Celestica Inc. Stock Plummets Despite Strong Earnings Outlook
- Stock Price Drop: Celestica Inc. experienced a significant 13.10% decline in stock price on Thursday, closing at $300 per share, ending a four-day winning streak as strong earnings expectations were already priced in.
- Net Income Surge: The updated report indicates that Celestica's net income for 2025 is projected to soar by 94% to $832.5 million from $428 million in 2024, with Q4 alone contributing $267.5 million, a 76% increase year-over-year.
- Revenue Growth: The company reported a 28% increase in annual revenue to $12.39 billion, while Q4 revenue rose by 4.4% to $3.65 billion, reflecting robust demand for AI-related technologies.
- Optimistic Future Outlook: Celestica raised its revenue forecast for 2026 to $17 billion and plans to increase capital investments to $1 billion, demonstrating confidence in long-term AI infrastructure investments and strategic growth plans.
See More
Celestica Reports Strong Q4 2025 Earnings with Significant Growth
- Significant Revenue Growth: Celestica achieved $3.65 billion in revenue for Q4 2025, a 44% increase year-over-year, exceeding expectations and demonstrating strong demand in the CCS segment, which solidifies the company's market position.
- Increased Adjusted EPS: The adjusted earnings per share for Q4 reached $1.89, reflecting a 70% increase from the previous year, showcasing the company's operational efficiency and market demand success, likely attracting more investor interest.
- Substantial Capital Expenditure Increase: The company plans to raise capital expenditures to approximately $1 billion in 2026, representing 6% of annual revenue, to support growth in AI and data centers, indicating confidence in future market opportunities.
- Optimistic Outlook: Celestica raised its 2026 revenue outlook to $17 billion and adjusted EPS to $8.75, representing year-over-year growth of 37% and 45%, respectively, reflecting strong confidence in sustained growth.
See More
Celestica Under Investigation for Securities Fraud Claims
- Securities Fraud Investigation: Pomerantz LLP is investigating whether Celestica Inc. has engaged in securities fraud or other unlawful business practices, which could undermine investor confidence and lead to stock price volatility.
- Stock Price Decline: Following Digitimes' report that Google may shift assembly work for its tensor processing units to other suppliers, Celestica's stock fell 6.08% to $290.92 per share on January 22, 2026, indicating market concerns about its future business role.
- Investor Outreach: Pomerantz LLP advises affected investors to contact them, highlighting the firm's expertise in securities class action litigation and potential legal support for investors seeking compensation.
- Historical Context: With over 85 years of experience in securities class actions, Pomerantz LLP has recovered millions in damages for victims, underscoring its significant role in protecting investor rights.
See More
