Celestica Inc

Celestica Inc(CLS)の株式分析

$303.810

-11.028 (-3.63%)終値時点

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高値
312.950
始値
311.300
出来高加重平均価格
305.53
出来高
1.87M
時価総額
6.80B
安値
299.830
売買代金
572.40M
EV/EBITDA(TTM)
10.94

Celestica Inc. is a Canada-based company. It 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 semiconductor and display 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.

www.celestica.com

AI分析 of Celestica Inc (CLS)

買い

Celestica Inc is a good buy right now due to its strong revenue growth of 62% year-over-year in Q2 2026, and a forward P/E ratio of 18.48, which suggests it is undervalued relative to its growth prospects. The stock's current price of $362.16 is well below analyst targets, with Bernstein setting a target of $520, indicating significant upside potential. However, the stock has experienced a 6.50% decline over the past five days, which may indicate short-term volatility.

アナリスト評価(12)

上値余地 +27.51%
中立
3 買い
9 中立
0 売り
現在: 303.81
安値
330.00
平均
387.38
高値
440.00

Bernstein

2026-09-30

目標株価

$520

アウトパフォーム

UBS

2026-08-24

目標株価

$430

買い

UBS

2026-08-23

目標株価

$430

買い

Scotiabank

2026-08-11

目標株価

$500

アウトパフォーム

CIBC

2026-08-10

目標株価

$500

Outperformer

バリュエーション指標

Celestica Inc(CLS)の現在の予想PERは18.48で、5年平均は16.49です。

予想PER

適正
5年平均 P/E
16.49
現在のP/E
18.48
割高
28.06
割安
4.92

予想EV/EBITDA

適正
5年平均 EV/EBITDA
10.13
現在のEV/EBITDA
10.94
割高
17.26
割安
3.00

予想PSR

適正
5年平均 P/S
0.78
現在のP/S
1.12
割高
1.42
割安
0.13

Alphio AI による CLS の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%CLS

$147.87

シナリオ価格

基

基本

基本 · 50%CLS

$125.72

シナリオ価格

弱

弱気

弱気 · 25%CLS

$119.70

シナリオ価格

CLS を保有するクジラ

P

Picton Mahoney Asset Management

+ を保有CLS

+6.66%

3か月リターン

A

Addenda Capital Inc.

+ を保有CLS

+5.98%

3か月リターン

C

Carmignac Gestion SA

+ を保有CLS

+5.97%

3か月リターン

O

Oak Ridge Investments, LLC

+ を保有CLS

+5.72%

3か月リターン

L

LMR Partners LLP

+ を保有CLS

+4.72%

3か月リターン

A

Advisors Asset Management, Inc.

+ を保有CLS

+4.71%

3か月リターン

イベントタイムライン

2026-09-11 (ET)

16:30:00

Major Averages Surge as Inflation Pressure Eases

12:00:00

Major Averages Rebound as Oil Prices Retreat

09:00:00

Celestica Appoints Mandeep Chawla as Group President, Global Markets

2026-08-24 (ET)

16:30:00

Nvidia Informs Customers of 15% Price Increase for AI Servers

12:00:00

Nasdaq and S&P 500 Decline as Nvidia Faces Price Hike

ニュース

CLS のよくある質問 — Alphio AI が回答

Celestica Inc. is a Canada-based company. It 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 semiconductor and display 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. It operates in the Technology sector (PRINTED CIRCUIT BOARDS industry).

Celestica Inc is a good buy right now due to its strong revenue growth of 62% year-over-year in Q2 2026, and a forward P/E ratio of 18.48, which suggests it is undervalued relative to its growth prospects. The stock's current price of $362.16 is well below analyst targets, with Bernstein setting a target of $520, indicating significant upside potential. However, the stock has experienced a 6.50% decline over the past five days, which may indicate short-term volatility.

12 analysts cover CLS: 3 rate it Buy, 9 Hold and 0 Sell. The average price target is 387.38.

コミュニティ

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0xLunarbazaar2026/9/30

$CLS Celestica initiated with an Outperform at Bernstein Bernstein analyst Daniel Zhu initiated coverage of Celestica with an Outperform rating and $520 price target. The firm rolled out coverage of the U.S. networking group with a positive view. Networking and optical companies will be "structural winners" within AI infrastructure, the analyst tells investors in a research note. Bernstein believes there is more upside than downside to AI spend expectations, and sees the risk/rewards on exposed stocks as positive. While an overbuild is still possible, demand continues to exceed supply and the assumptions needed to underwrite continued investments do not appear aggressive compared to the pace of adoption, the firm contends.

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