Celestica (NYSE:CLS) Stock Price Expected to Rise, TD Securities Analyst Says

Celestica (NYSE:CLS) (TSE:CLS) had its price target lifted by research analysts at TD Securities from $305.00 to $330.00 in a research note issued on Friday,BayStreet.CA reports. The brokerage presently has a “hold” rating on the technology company’s stock. TD Securities’ price objective would suggest a potential upside of 17.40% from the company’s current price.

CLS has been the subject of a number of other reports. Zacks Research downgraded Celestica from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. BMO Capital Markets reiterated an “outperform” rating on shares of Celestica in a research note on Monday, January 26th. The Goldman Sachs Group increased their target price on shares of Celestica from $340.00 to $440.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Barclays lifted their price target on shares of Celestica from $359.00 to $391.00 and gave the company an “overweight” rating in a report on Friday. Finally, New Street Research set a $400.00 price objective on shares of Celestica in a research note on Wednesday, October 29th. Fifteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $345.41.

Celestica Stock Down 6.3%

NYSE:CLS opened at $281.09 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.88 and a current ratio of 1.47. The company has a market capitalization of $32.34 billion, a price-to-earnings ratio of 39.15 and a beta of 1.87. Celestica has a one year low of $58.05 and a one year high of $363.40. The stock has a 50-day simple moving average of $311.11 and a 200 day simple moving average of $267.31.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of CLS. Golden State Wealth Management LLC grew its position in Celestica by 102.5% in the 2nd quarter. Golden State Wealth Management LLC now owns 164 shares of the technology company’s stock valued at $26,000 after buying an additional 83 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Celestica by 42.5% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock worth $31,000 after acquiring an additional 37 shares during the period. First Horizon Corp bought a new position in shares of Celestica in the third quarter valued at approximately $31,000. Atlantic Edge Private Wealth Management LLC acquired a new position in shares of Celestica during the fourth quarter valued at approximately $38,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Celestica during the second quarter valued at approximately $40,000. 67.38% of the stock is owned by institutional investors and hedge funds.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 beat and AI-led demand — Celestica reported very strong Q4 results with revenue and gross profit surging on hyperscaler/data-center demand; management lifted 2026 revenue, margin and EPS targets, underpinning a multi-quarter growth thesis. Celestica: A 2026 AI Opportunity With Growth Potential
• Positive Sentiment: Upgraded guidance — Celestica raised FY2026 revenue to ~$17B and issued higher EPS guidance for Q1 and FY2026, signaling stronger-than-expected demand visibility into AI infrastructure spend. Celestica Inc (CLS) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support — TD Securities raised its price target from $305 to $330 (hold), signaling upside versus current levels; RBC reiterated a Buy, reflecting institutional confidence in the AI/capacity cycle. Analyst Ratings (BayStreet.CA) RBC Capital Remains a Buy on Celestica
• Neutral Sentiment: Institutional coverage begins — Bank of America initiated coverage, which can increase visibility and trading but doesn’t by itself change fundamentals until a rating/target is published. Bank of America Begins Coverage on Celestica
• Negative Sentiment: CapEx acceleration spooks market — Management said it is accelerating roughly $1B of capex to support AI-driven demand; while that supports long-term revenue, the larger near-term spending plan triggered a sharp sell-off from investors focused on cash/use and execution risk. Celestica raises 2026 revenue outlook to $17B (Seeking Alpha) Celestica stock sinks over 15% as firm boosts spending plan
• Negative Sentiment: Investor litigation — A Pomerantz law firm investigation into Celestica was announced, raising short-term legal and disclosure uncertainty for shareholders. Pomerantz Investigates Claims on Behalf of Investors

About Celestica

Celestica Inc is a multinational electronics manufacturing services (EMS) company that provides design, engineering, manufacturing and supply chain solutions to original equipment manufacturers across a range of industries. Headquartered in Toronto, Ontario, Canada, Celestica works with customers to develop and produce complex electronic and electro-mechanical products, integrating activities from product design and prototyping through high-volume assembly, testing and final system integration.

The company’s service offering typically includes product engineering and design support, printed circuit board assembly, box-build and systems assembly, automated test and inspection, aftermarket repair and refurbishment, and end-to-end supply chain and logistics management.