Plato Investment Management Ltd Makes New $2.85 Million Investment in Celestica, Inc. $CLS

Plato Investment Management Ltd bought a new stake in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 7,871 shares of the technology company’s stock, valued at approximately $2,853,000.

Several other large investors have also recently made changes to their positions in the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Celestica in the 4th quarter worth approximately $28,000. Ascentis Independent Advisors purchased a new position in Celestica during the first quarter valued at $29,000. Swiss RE Ltd. bought a new stake in Celestica in the fourth quarter worth $29,000. Cullen Frost Bankers Inc. purchased a new stake in shares of Celestica in the fourth quarter worth $30,000. Finally, Sittner & Nelson LLC purchased a new stake in shares of Celestica in the fourth quarter worth $31,000. 67.38% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Celestica news, CFO Mandeep Chawla sold 16,117 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $369.32, for a total value of $5,952,330.44. Following the transaction, the chief financial officer directly owned 65,444 shares of the company’s stock, valued at approximately $24,169,778.08. This trade represents a 19.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Robert Mionis sold 23,496 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $362.39, for a total transaction of $8,514,715.44. Following the completion of the transaction, the chief executive officer directly owned 23,396 shares in the company, valued at approximately $8,478,476.44. The trade was a 50.11% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 360,721 shares of company stock valued at $136,627,680. 1.10% of the stock is owned by company insiders.

Key Celestica News

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Bank of America identified Celestica among 16 AI-related stocks that may offer bargain opportunities following the sector’s pullback. The designation supports the view that recent weakness could attract value-oriented investors. Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks
• Positive Sentiment: Wall Street’s average brokerage recommendation remains favorable, although the reports caution that sell-side ratings can be overly optimistic. Celestica’s prior quarterly results also showed strong momentum, with revenue rising 62.4% year over year and earnings exceeding consensus estimates. Is Celestica a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Analysts continue to view Celestica as an important beneficiary of AI-related demand across networking, computing and data-center infrastructure. A comparison with Arista Networks highlights the company’s potential growth opportunity as customers expand AI capacity. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
• Neutral Sentiment: Scotiabank began coverage of Celestica, potentially increasing analyst visibility and institutional interest, though the available report does not specify the firm’s rating or price target. Scotiabank Begins Coverage on Celestica
• Positive Sentiment: Industry commentary says electronics-manufacturing providers are benefiting from rising technology investment, increasingly complex products and greater outsourcing by OEMs—favorable long-term conditions for Celestica’s core business. These 4 Electronics-Manufacturing Stocks Are Surging
• Negative Sentiment: CEO Robert Mionis sold 23,496 shares for approximately $8.5 million, reducing his direct ownership by about 50%. Although the transaction was disclosed through an SEC filing and may be routine, the sizable insider sale can weigh on sentiment, particularly after the stock’s substantial run-up.
• Negative Sentiment: The broader AI trade is experiencing a pullback, creating near-term valuation and momentum pressure for high-beta names such as Celestica. Investors may therefore be taking profits despite the company’s favorable growth outlook.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Susquehanna upped their price target on shares of Celestica from $460.00 to $510.00 and gave the stock a “positive” rating in a research note on Wednesday, April 29th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $475.00 target price on shares of Celestica in a report on Tuesday, April 28th. Wolfe Research upped their target price on shares of Celestica from $425.00 to $475.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. TD Securities upgraded shares of Celestica from a “hold” rating to a “buy” rating and set a $430.00 price objective for the company in a report on Wednesday, April 29th. Finally, BMO Capital Markets upped their price objective on Celestica from $370.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $438.86.

Celestica Price Performance

Shares of NYSE:CLS opened at $334.44 on Monday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.68 and a current ratio of 1.23. The firm has a market cap of $38.45 billion, a price-to-earnings ratio of 34.76 and a beta of 2.06. The business has a 50-day simple moving average of $348.14 and a two-hundred day simple moving average of $335.47. Celestica, Inc. has a fifty-two week low of $173.23 and a fifty-two week high of $474.02.

Celestica (NYSE:CLS) (TSE:CLS) last announced its quarterly earnings results on Monday, July 27th. The technology company reported $2.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $0.25. Celestica had a net margin of 7.16% and a return on equity of 39.96%. The firm had revenue of $4.68 billion for the quarter, compared to the consensus estimate of $4.30 billion. During the same quarter last year, the firm posted $1.39 EPS. The business’s quarterly revenue was up 62.4% compared to the same quarter last year. 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, analysts expect that Celestica, Inc. will post 9.97 earnings per share for the current year.

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.