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
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: 345.230
Low
305.00
Averages
376.73
High
440.00
Current: 345.230
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 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.
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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.
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