Celestica, Inc. $CLS Stock Position Raised by Lido Advisors LLC

Lido Advisors LLC increased its holdings in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 149.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,099 shares of the technology company’s stock after acquiring an additional 1,856 shares during the quarter. Lido Advisors LLC’s holdings in Celestica were worth $873,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of CLS. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Celestica during the fourth quarter valued at approximately $28,000. Swiss RE Ltd. acquired a new stake in shares of Celestica during the 4th quarter worth approximately $29,000. Ascentis Independent Advisors bought a new stake in shares of Celestica in the 1st quarter worth approximately $29,000. Cullen Frost Bankers Inc. bought a new stake in shares of Celestica in the 4th quarter worth approximately $30,000. Finally, Sittner & Nelson LLC acquired a new position in Celestica during the 4th quarter valued at approximately $31,000. Institutional investors own 67.38% of the company’s stock.

Trending Headlines about Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q2 results beat expectations: Revenue rose 62% year over year to approximately $4.70 billion, exceeding estimates near $4.30 billion. Adjusted EPS was $2.54 versus the $2.29 consensus and $1.39 a year earlier. Results were above the high end of management’s own guidance. Celestica Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Raised 2026 guidance: Celestica now expects approximately $20.5 billion in 2026 revenue and $11.30 in EPS, ahead of analyst expectations of roughly $19.2 billion and $10.13, respectively. Third-quarter guidance of $5.3 billion-$5.6 billion in revenue and $2.88-$3.08 in EPS also exceeds consensus estimates. CLS Q2 Earnings Beat Estimates on Strong CCS Demand, Outlook Raised
• Positive Sentiment: Strong forward demand: The Connectivity & Cloud Solutions segment reportedly grew 84% year over year. Management expects hyperscaler mass production and AI infrastructure demand to support faster growth in 2027, with some commentary pointing to growth above 65%. Celestica Q2: 2 Reasons It’s Worth Watching, But Not Buying Yet
• Positive Sentiment: Investor momentum: Shares gained in premarket and after-hours trading following the earnings release, while call-option activity was above its average, suggesting heightened bullish interest. Why Celestica Shares Are Trading Higher

Analyst Ratings Changes

A number of research analysts recently commented on the company. TD upped their price objective on Celestica from $330.00 to $350.00 and gave the stock a “hold” rating in a research note on Monday, April 20th. Bank of America raised their target price on Celestica from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Zacks Research upgraded shares of Celestica from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. Stifel Nicolaus set a $500.00 price target on shares of Celestica in a research report on Tuesday. Finally, JPMorgan Chase & Co. increased their price objective on shares of Celestica from $410.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $430.32.

Insider Activity

In related news, CEO Robert Mionis sold 66,056 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $400.06, for a total value of $26,426,363.36. Following the completion of the sale, the chief executive officer owned 134,328 shares of the company’s stock, valued at $53,739,259.68. This represents a 32.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Mandeep Chawla sold 17,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $399.65, for a total transaction of $6,794,050.00. Following the completion of the transaction, the chief financial officer owned 82,444 shares of the company’s stock, valued at $32,948,744.60. This represents a 17.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 161,168 shares of company stock valued at $63,190,485. Company insiders own 1.10% of the company’s stock.

Celestica Stock Performance

Shares of CLS stock opened at $348.66 on Wednesday. Celestica, Inc. has a 12-month low of $173.23 and a 12-month high of $474.02. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.26 and a quick ratio of 0.73. The firm has a market capitalization of $40.09 billion, a price-to-earnings ratio of 36.24, a price-to-earnings-growth ratio of 0.74 and a beta of 2.05. The business has a 50 day simple moving average of $361.83 and a 200 day simple moving average of $332.91.

Celestica (NYSE:CLS) (TSE:CLS) last announced its earnings results on Monday, July 27th. The technology company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. The firm had revenue of $4.68 billion for the quarter, compared to the consensus estimate of $4.30 billion. Celestica had a return on equity of 41.69% and a net margin of 7.16%.The firm’s revenue for the quarter was up 62.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.39 EPS. Celestica has set its FY 2026 guidance at 11.300-11.300 EPS and its Q3 2026 guidance at 2.880-3.080 EPS. On average, equities research analysts anticipate that Celestica, Inc. will post 9.57 EPS for the current year.

Celestica 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.