Celestica Inc

Celestica Inc (CLS) Stock Analysis

$323.320

-30.877 (-9.55%)At close

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High
351.100
Open
349.920
VWAP
331.64
Volume
2.87M
Mkt Cap
6.80B
Low
320.500
Amount
952.52M
EV/EBITDA, TTM
12.06

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.

AI analysis of Celestica Inc (CLS)

Buy

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.

Analyst Ratings (12)

+19.81% upside
Hold
3 Buy
9 Hold
0 Sell
Current: 323.32
Low
330.00
Average
387.38
High
440.00

Bernstein

2026-09-30

Price Target

$520

Outperform

UBS

2026-08-24

Price Target

$430

Buy

UBS

2026-08-23

Price Target

$430

Buy

Scotiabank

2026-08-11

Price Target

$500

Outperform

CIBC

2026-08-10

Price Target

$500

Outperformer

Valuation Metrics

The current forward P/E ratio for Celestica Inc (CLS) is 18.48, compared to its 5-year average forward P/E of 16.47.

Forward P/E

Fair
5Y Average P/E
16.47
Current P/E
18.48
Overvalued
28.05
Undervalued
4.89

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
10.12
Current EV/EBITDA
12.06
Overvalued
17.26
Undervalued
2.98

Forward P/S

Fair
5Y Average P/S
0.77
Current P/S
1.24
Overvalued
1.42
Undervalued
0.13

Alphio AI Price Scenarios for CLS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%CLS

$147.87

Scenario price

B

Base

Base · 50%CLS

$125.72

Scenario price

B

Bear

Bear · 25%CLS

$119.70

Scenario price

Whales holding CLS

O

Oak Ridge Investments, LLC

+ HoldingCLS

+8.37%

3M Return

C

Carmignac Gestion SA

+ HoldingCLS

+7.99%

3M Return

D

D. E. Shaw & Co., L.P.

+ HoldingCLS

+6.81%

3M Return

L

LMR Partners LLP

+ HoldingCLS

+6.53%

3M Return

A

Advisors Asset Management, Inc.

+ HoldingCLS

+6.35%

3M Return

V

Voya Investment Management LLC

+ HoldingCLS

+6.32%

3M Return

Events Timeline

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

News

CLS FAQ — answered by Alphio AI

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.

Community

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0xLunarbazaar9/30/2026

$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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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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