Celestica Inc. (CLS)

We raise our 2025/2026E EPS for Celestica (CLS; $202.00; O/P) from $5.35/$6.20 to $5.50/$6.35 after the company produced another in a recent series of healthy “beat and raises” that even exceeded our recently raised above…

Celestica (CLS; $173.37; O/P) reported Q2 non-GAAP EPS of $1.39, which beat our $1.32 and was even more comfortably ahead of the Street’s $1.24 on sales of $2,893mm (vs. our $2,800mm and the Street’s $2,680mm)….

We think our above consensus estimates for Celestica (CLS; $162.24; O/P) are very achievable when it reports Q2 results and outlook on Monday, July 28th (after market). Recall, we recently raised our 2025/2026E EPS from…

This morning, Celestica (CLS; $132.95; O/P) announced the launch of its latest enterprise campus switch, which offers up to 220Gbps of switching capacity, and expands on the company’s Hardware Platform Solutions (HPS) portfolio. Recall, HPS…

We are raising our outdated price target on the shares of Celestica (CLS; $120.73; O/P) from $110 to $150 as we increase our 2025/2026E EPS from $5.00/$5.70 to $5.35/$6.20 to better consider a range of…

We are raising our 2025/2026E EPS for Celestica (CLS; $90.97; O/P) from $4.75/$5.35 to $5.00/$5.70, implying more than 20% average EPS growth over the next two years, while staying on the conservative side for possible…

Celestica (CLS; $92.14; O/P) reported Q1 non-GAAP EPS of $1.20, which beat our $1.11 and consensus of $1.12 with solid sales upside ($2,649mm vs. our $2,550mm and the Street’s $2,557mm). Recall, CLS’ Q1 outlook called…

We think our and Street estimates on Celestica (CLS; $80.59; O/P) can continue to prove achievable after its Q1 results and outlook post on Thursday (4/24 after market). We think our view was supported last…

Yesterday, we attended the Optical Networking and Communications Conference (OFC) in San Francisco where China-based Accelink Technologies (002281.SHE; Y45.84; NR) and Celestica (CLS; $79.06; O/P) showcased Accelink’s 800G optical transceiver family in conjunction with a…

We think the recent plunge in the shares of Celestica (CLS; $92.80; O/P) is creating an excellent buying opportunity for investors willing to look out between now and the end of the year. The stock…

We reiterate our Outperform and bump our target to $140 on the shares of Celestica (CLS; $114.15) after the company’s robust Q4 “beat and raise” and disclosed a couple of major new program wins enabled…

Celestica (CLS; $100.49; O/P) reported Q4 non-IFRS EPS of $1.11, which beat our $1.04 and the Street’s $1.05 on sales of $2,546mm (vs. our $2,500mm and the Street’s $2,530mm). Recall, CLS’ Q4 outlook called for…

We are raising our target on the shares of Celestica (CLS; $118.10; O/P) from $100 to $135 ahead of its Q4 results and guidance, which are scheduled for Thursday, January 30th (before market). The stock…

We are raising our target to $100 on the shares of Celestica (CLS; $85.60; O/P) to reflect some favorable recent data points that mainly suggest further momentum is likely in the company’s higher margin Hardware…

We reiterate our Outperform and raise our target from $75 to $80 on the shares of Celestica (CLS; $66.32) after the company produced a healthy Q3 “beat and raise” and provided a range of proof…