Celestica Inc. (CLS)

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…

Celestica (CLS; $57.47; O/P) reported Q3 non-IFRS EPS of $1.04, which beat our $0.91 and the Street’s $0.93 on sales of $2,500mm (vs. our $2,400mm and the Street’s $2,414mm). Recall, CLS’ Q3 outlook called for…

The bar has obviously been raised for Celestica (CLS; $58.42; O/P) into its Q3 results and outlook, scheduled for next Wednesday (10/23 after market), given how the shares have rebounded 37% from recent lows set…

This morning, Celestica (CLS; $62.92; O/P) announced the launch of its latest 800G data center switch that expands on its Hardware Platform Solutions (HPS) portfolio, which represents the company’s higher margin Original Design Manufacturing (ODM)…

We reiterate our Outperform and $75 target on the shares of Celestica (CLS; $45.32) after hosting investor meetings on Tuesday (9/10) in New York for CFO Mandeep Chawla and Craig Oberg, VP of IR and…

We believe the 19% decline in the shares of Celestica (CLS; $51.07; O/P), which has occurred over just the past seven trading days, represents a major buying opportunity in the stock, especially given its 4%…