Jackson Square Capital LLC Takes $3.78 Million Position in Celestica, Inc. $CLS

Jackson Square Capital LLC acquired a new stake in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 12,754 shares of the technology company’s stock, valued at approximately $3,778,000.

Several other large investors also recently made changes to their positions in the business. Prime Capital Investment Advisors LLC bought a new position in shares of Celestica during the 4th quarter valued at about $218,000. Greenleaf Trust boosted its position in shares of Celestica by 24.1% during the 4th quarter. Greenleaf Trust now owns 1,514 shares of the technology company’s stock valued at $448,000 after purchasing an additional 294 shares in the last quarter. South Shore Capital Advisors bought a new position in shares of Celestica during the 4th quarter valued at about $513,000. Groesbeck Investment Management Corp NJ bought a new position in shares of Celestica during the 4th quarter valued at about $195,000. Finally, Albion Financial Group UT bought a new position in shares of Celestica during the 4th quarter valued at about $296,000. Institutional investors own 67.38% of the company’s stock.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Bullish earnings preview argues Celestica is positioned to benefit from a surge in AI infrastructure demand, forecasting upside to results as data‑center customers scale deployments. Celestica: The AI Infrastructure Titan Ready To Explode (Earnings Preview)
• Positive Sentiment: Coverage highlights Celestica’s increasing role in AI data centers—supplying high‑speed networking, storage and compute solutions—which supports revenue leverage if AI capex remains strong. Can Celestica’s Robust AI Data Center Offerings Propel Its Shares?
• Positive Sentiment: Company moves to scale production capacity across its footprint to meet rising demand for AI and networking hardware, which could help shorten delivery timelines and win larger contracts. Celestica (NYSE:CLS) Scales Production Capabilities Across NYSE Composite
• Positive Sentiment: Momentum/market‑share narrative: analysts and media note a multi‑hundred percent one‑year gain driven by AI demand and partnerships (including AMD tie‑ups), which attracts flows and momentum investors. Celestica Stock Rises 262.3% in the Past Year: How to Play the Stock
• Neutral Sentiment: Brokerage consensus sits around a “moderate buy”—supportive but not unanimous—leaving room for divergent analyst views to move the stock near earnings. Celestica, Inc. (NYSE:CLS) Receives Average Recommendation of “Moderate Buy” from Brokerages
• Neutral Sentiment: Several pieces ask whether the stock’s multi‑year gains leave attractive entry points today; these articles focus on valuation and investor timing rather than new company fundamentals. Is It Too Late To Consider Celestica (TSX:CLS) After Its 1-Year 322% Surge?
• Negative Sentiment: Zacks downgraded Celestica from “strong‑buy” to “hold,” signaling some analyst caution that could weigh on near‑term sentiment. Zacks.com
• Negative Sentiment: Coverage also flags concentration risk: heavy reliance on AI capex and sensitivity to broader macro cycles could produce volatile results if enterprise spending slows. Celestica Stock Rises 262.3% in the Past Year: How to Play the Stock

Celestica Stock Performance

Shares of CLS opened at $319.97 on Thursday. Celestica, Inc. has a one year low of $68.83 and a one year high of $363.40. The company has a 50-day moving average of $283.79 and a two-hundred day moving average of $294.02. The stock has a market cap of $36.79 billion, a price-to-earnings ratio of 44.56 and a beta of 1.88. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.44 and a quick ratio of 0.88.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Barclays raised their target price on shares of Celestica from $359.00 to $391.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. TD Securities raised their target price on shares of Celestica from $305.00 to $330.00 and gave the stock a “hold” rating in a report on Friday, January 30th. Zacks Research cut shares of Celestica from a “strong-buy” rating to a “hold” rating in a report on Monday. Wolfe Research upgraded shares of Celestica to a “strong-buy” rating in a report on Tuesday, February 17th. Finally, Wall Street Zen upgraded shares of Celestica from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $355.39.

Insider Transactions at Celestica

In other news, insider Yann L. Etienvre sold 1,145 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $283.51, for a total value of $324,618.95. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, President Todd C. Cooper sold 1,065 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $283.51, for a total transaction of $301,938.15. Following the completion of the sale, the president directly owned 108,970 shares of the company’s stock, valued at $30,894,084.70. This trade represents a 0.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 297,923 shares of company stock valued at $88,027,459 over the last three months. 0.52% of the stock is owned by corporate insiders.

Celestica Company Profile

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.