Group 1 - Financial giants have shown a bullish sentiment towards Celestica, with 58% of traders being bullish and only 16% bearish, indicating strong investor confidence [1] - The analysis of options trading suggests that significant investors are targeting a price range for Celestica between $220.0 and $370.0 over the past three months [2] - Recent trading volume for Celestica stands at 816,552, with the stock price increasing by 2.17% to $297.66, indicating positive market movement [7] Group 2 - Two market experts have provided ratings for Celestica, with a consensus target price of $364.5, reflecting optimistic expectations for the stock [5] - An analyst from Barclays maintains an Overweight rating on Celestica with a target price of $391, while Citigroup continues to hold a Buy rating with a target price of $338, showcasing varied but positive outlooks from analysts [7]

Core Insights - Celestica's share price has experienced a significant increase, rising five times from $70 to $350 between April and November 2025, followed by trading within a narrow range of $280 to $350 due to high volatility [1] Group 1: Stock Performance - The stock price surged from $70 to $350, indicating a fivefold increase [1] - Post-rally, the stock has been trading between $280 and $350, reflecting a relatively narrow trading corridor despite high volatility [1] Group 2: Analyst Background - The article mentions a highly experienced CFO with over a decade in finance, specializing in oilfield and real estate industries, who has developed an interest in equity research [1] - The CFO has provided equity research services for a Dubai-based family office managing over $20 million in assets [1] - The CFO emphasizes the importance of analyzing financial statements and market trends to identify growth drivers in various industries [1]

Core Insights - Celestica (CLS) is positioned as a strong player in AI infrastructure, likened to a classic "picks and shovels" investment strategy, which typically benefits from the growth of the AI sector [1] - The investment philosophy of Kennedy Njagi, a hedge fund manager, focuses on companies with aggressive growth prospects and aims for high profitability within 1-2 years [1] - The emphasis is on long-term discipline and consistent alpha generation, while also acknowledging the inherent risks involved in such investments [1] Company Analysis - Celestica is seen as a beneficiary of the growing demand for AI infrastructure, indicating potential for significant revenue growth [1] - The company is likely to attract investors looking for growth-oriented opportunities in the technology sector, particularly in AI [1] Investment Philosophy - The investment approach highlighted includes a focus on GARP (Growth at a Reasonable Price) strategies, which may appeal to investors seeking a balance between growth and valuation [1] - The philosophy also includes a commitment to improving financial literacy and empowering underprivileged communities, suggesting a socially responsible investment angle [1]

Core Insights - Celestica (CLS) is positioned as a strong player in AI infrastructure, likened to a classic "picks and shovels" investment strategy, which typically benefits from the growth of the AI sector [1] - The investment philosophy of Kennedy Njagi, a hedge fund manager, focuses on companies with aggressive growth prospects and aims for high profitability within 1-2 years [1] - The emphasis is on long-term discipline and consistent alpha generation, while also acknowledging the inherent risks involved in investing [1] Company Analysis - Celestica is seen as a beneficiary of the growing demand for AI infrastructure, indicating potential for significant revenue growth [1] - The company is associated with a hedge fund manager who has a GARP (Growth at a Reasonable Price) investment strategy, suggesting a balanced approach to growth and valuation [1] - The investment approach aims to empower underprivileged communities and enhance financial literacy, reflecting a socially responsible investment ethos [1]

Core Insights - Celestica Inc. (CLS) has transitioned from being viewed as a low-margin manufacturing business in the electronics manufacturing services (EMS) sector to a company with significant growth potential by 2026 [1] Group 1: Company Overview - Celestica Inc. was historically perceived as a low-margin business with limited growth prospects in the EMS segment [1] - The company's outlook has dramatically improved, indicating a solid transformation and potential for higher margins and growth [1] Group 2: Market Position - The shift in perception suggests that Celestica may be capitalizing on new opportunities within the EMS market, which could lead to enhanced profitability [1]

​Celestica Inc. (NYSE:CLS) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street has a positive opinion on Celestica Inc. (NYSE:CLS) since the company topped earnings expectations during fiscal Q4 2025. ​Recently, on February 5, John Shao from TD Cowen reiterated a Hold rating on the stock with a $330 price target. Earlier on January 30, Ruplu Bhattacharya from Bank of America Securities also initiated a Buy rating on the stock with a price target of $400. ​Celestica Inc. released its fis ...

Core Insights - Celestica Inc. (CLS) is a significant player in the global defense industry, focusing on high-reliability electronic systems for military applications [1] - The company provides a range of defense solutions, including rugged avionics, secure communication systems, and radar electronics for various platforms [2] - Celestica supports defense customers throughout the entire product lifecycle, adhering to strict regulatory standards [3] - With rising global defense spending, Celestica is positioned to benefit from increased demand for advanced military electronics [4] Company Overview - Celestica designs and manufactures high-reliability electronics for global defense original equipment manufacturers (OEMs) [8] - The company supplies components built for harsh conditions, including rugged avionics and UAV components [8] Competitive Landscape - Celestica faces competition from Jabil, Inc. and Sanmina Corporation, both of which provide electronics services for defense and aerospace systems [5][6] Financial Performance - Celestica's shares have increased by 112.2% over the past year, outperforming the industry growth of 71.5% [7] - The company trades at a forward price-to-earnings ratio of 30.09, higher than the industry average of 22.97 [9] - Earnings estimates for 2026 have risen by 7.55% to $8.83, while estimates for 2027 have increased by 7.05% to $12.61 [10] Earnings Estimates - The consensus estimate trend shows a positive revision of earnings estimates over the past 60 days, with significant increases for both 2026 and 2027 [11]

Core Insights - Celestica Inc. has received an upward revision in its fiscal 2026 outlook by approximately $1 billion, with Barclays raising its price target to $391 from $359 and maintaining an Overweight rating, indicating confidence in sustained demand and improving earnings visibility [1][3] Financial Performance - In Q4 2025, Celestica reported a revenue increase of 44% year-over-year to $3.65 billion, with full-year revenue growth of 28% to $12.39 billion and a doubling of GAAP EPS [3] - Management has raised its 2026 revenue guidance to $17.0 billion and adjusted EPS to $8.75, supported by demand for AI-driven data center hardware [3] Capital Expenditures and Growth Strategy - The company plans to increase capital expenditures to $1 billion in 2026 to support long-term AI infrastructure programs, with funding expected from operating cash flow [3] - Strong execution, expanding margins, and self-funded growth investments position Celestica to capitalize on structural AI spending through 2027 and beyond [3] Company Overview - Celestica Inc., founded in 1994 and headquartered in Toronto, is a multinational electronics manufacturing services provider, operating in over 15 countries and serving sectors such as AI, aerospace, defense, health technology, and industrial markets [4]

Celestica Inc (NYSE:CLS) is one of the best NYSE stocks to buy for the long term. Celestica Inc (NYSE:CLS) reported its Q4 2025 earnings on January 28. Revenue soared 44% YoY to $3.65 billion, as adjusted EPS jumped to $1.89 from $1.11 in the prior year. Celestica Inc (CLS): Analysts Bullish Amid Strong 2026 Outlook Carol Gauthier/Shutterstock.com On the back of the strong finish to 2025, Celestica raised its outlook for 2026. It now expects 2026 revenue of $17 billion, which is a $1 billion boost to th ...

Core Viewpoint - Celestica (CLS) has more than doubled in value over the past year and has been in a consolidation phase for the last four months, primarily due to a significant upward revision in revenue and earnings per share (EPS) [1] Group 1: Company Performance - Celestica's stock performance has seen a substantial increase, with its value more than doubling in the past year [1] - The company has been consolidating for the past four months, indicating a period of stabilization after rapid growth [1] - The upward revision in revenue and EPS has been a key driver of Celestica's stock performance [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management [1] - The analyst has a focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The analyst's previous role as Vice President at Barclays involved leading teams in model validation, stress testing, and regulatory finance, showcasing a deep expertise in both fundamental and technical analysis [1]