CLSCLSTechnology · Electronic Components

CLS Stock Forecast: Celestica, Inc. Price Predictions for 2026-2027

Last close, 12 Oct 2026
$348
−4.05% on the day

The 21 Wall Street analysts covering Celestica, Inc. hold a median 12-month price target of $465 — +33.8% from the last close.

Market cap
$31.4B
Ticker Nerd rank
—/ 100
Median analyst target
$465
Analysts covering
21
Revenue$4.7B+62.4% y/y
Operating income$461.2M
Net income$368.8M
Free cash flow$147.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−9.2%
1M
+0.3%
YTD
+17.6%
1Y
+42.6%
From 52W high
−26.4%
From 52W low
+40.3%
$248
$472
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CLS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Celestica, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

We don’t hold a current model rank for this company.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

CLS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CLS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$300$400$500$600Jan 26Apr 26Jul 26Oct 26CLSHigh $535Median $465Low $385

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says21 analysts
21 Buy0 Hold0 Sell
Low $385Median $465High $535

The green dot is the last close — the median target sits +33.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
28 Oct 2026BarclaysMaintainsOverweight$406 → $414
28 Oct 2026CitigroupMaintainsBuy$415 → $436
28 Oct 2026UBSMaintainsBuy$430 → $453
30 Sept 2026BernsteinInitiatesOutperform—
30 Sept 2026BernsteinInitiatesOutperform$520
15 Sept 2026FBN SecuritiesInitiatesOutperform$375
15 Sept 2026FBN SecuritiesInitiatesOutperform—
24 Aug 2026UBSUpgradeBuy$410 → $430
24 Aug 2026UBSUpgradeBuy—
11 Aug 2026ScotiabankReinstatesSector Outperform$500
7 Aug 2026BarclaysMaintainsOverweight—
7 Aug 2026BarclaysMaintainsOverweight$430 → $406
29 July 2026BarclaysMaintainsOverweight—
29 July 2026BarclaysMaintainsOverweight$441 → $430
29 July 2026JP MorganMaintainsOverweight$445 → $485
29 July 2026JP MorganMaintainsOverweight—
29 July 2026Wolfe ResearchMaintainsOutperform—
29 July 2026Wolfe ResearchMaintainsOutperform$425 → $475
1 May 2026Rothschild & CoInitiatesBuy$460
1 May 2026Rothschild & CoInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

The AI build-out map

See how the model judged CLS.

CLS is one of 19 companies in AI networking and servers, the part the free map shows in full.

  • Every verdict in this part: Top pick, Watchlist or screened out, and the reason.
  • All 115 AI build-out companies, part by part, with what each one does.
  • Free, as a PDF. Plus the Market Radar on Mondays.

Free. Unsubscribe any time.

The AI build-out map
PDF
  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

CLS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 12 Oct 2026, Celestica, Inc. returned +42.6% against +20.4% for the S&P 500, dividends included.

CLS vs S&P 500, last 12 monthsTotal return, rebased to 100
100120140160180Jan 26Apr 26Jul 26Oct 26CLSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CLS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
−0.3%
Analysts raising
17
Analysts cutting
1
Fundamentals

Celestica, Inc. (CLS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
24.4×

Cheaper than 31% of US stocks

Price / sales
1.8×

Cheaper than 54% of US stocks

Price / book
5.3×

Cheaper than 18% of US stocks

EV / EBITDA
16.8×

Cheaper than 19% of US stocks

Growth & margins
Revenue growth (YoY)
82.5%

Higher than 91% of US stocks

Earnings growth (YoY)
48.3%

Higher than 74% of US stocks

Gross margin
12.3%

Higher than 11% of US stocks

Operating margin
7.9%

Higher than 60% of US stocks

Net margin
6.8%

Higher than 64% of US stocks

Returns & dividend
Return on equity
30.2%

Higher than 88% of US stocks

Return on assets
8.7%

Higher than 90% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Celestica, Inc. (CLS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Celestica, Inc. has a market value of $31.4B and an enterprise value of $28.5B.

  • Revenue in the twelve months to 30 June 2026: $15.6B. The latest quarter grew 82.5% year on year.

  • Net income over the same four quarters: $1.1B, a 7.2% net margin.

  • Diluted earnings per share, trailing twelve months: $9.66.

  • Free cash flow in the twelve months to 30 June 2026: $518.7M.

  • Celestica, Inc. spent $58.3M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 115.0M.

  • Trailing P/E: 24.4×; forward P/E: 11.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Celestica, Inc. employs 23,803 people — $655K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 3 Nov 2026

Data provided by Twelve Data

Peers

CLS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelElectronic Components
CompanyMarket capTKN rank
CLSCelestica, Inc.$31.4B—
NVDANVIDIA Corp.*$5.0T74
AAPLApple, Inc.*$4.8T79
MSFTMicrosoft Corp.*$3.9T69
AVGOBroadcom Inc.*$1.6T70
MUMicron Technology, Inc.*$962.3B95
AMDAdvanced Micro Devices, Inc.*$789.0B59

* Nearest Technology names by size — few electronic components companies of this scale trade in the US universe.

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Celestica, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest CLS news & analysis

Celestica: The $40 Billion AI Boom Is At A Tipping Point

Seeking Alpha · 4 Nov 2026positive

AMD’s Q3 outperformance is described as reinforcing demand for rack-scale AI systems, supporting visibility for Celestica’s networking and compute-and-storage portfolio. The excerpt also cites growth in higher-value HPS programs and a 1.6T switching ramp, while noting near-term cash-flow risks from rising capital intensity and tighter credit conditions.

Why it matters — CLS watchers may weigh the described opportunity for a stronger revenue mix and operating leverage against financing pressures, with liquidity and ROIC identified as buffers.

Why Celestica (CLS) is a Top Growth Stock for the Long-Term

Zacks Investment Research · 4 Nov 2026positive

Zacks Investment Research explains that its Style Scores help investors identify stocks rated highly according to their investing style, and presents Celestica as a long-term growth stock.

Why it matters — CLS watchers may note the article’s favorable growth framing and its focus on Zacks’ style-based stock ratings.

Celestica: Revenue Is Doubling And The Stock Is Down 30%

Seeking Alpha · 4 Nov 2026positive

The article describes Celestica’s AI server co-design work for hyperscalers and cites projected revenue growth from $12.4 billion in 2025 to $40 billion in 2027. It also notes margin expansion from 1–2% to nearly 7%, attributed to design partnerships and custom server solutions.

Why it matters — The cited growth projections, demand visibility, and margin expansion highlight developments relevant to investors tracking CLS.

I've Been Adding Celestica Because It Appears to Be a Hidden AI Gem

24/7 Wall Street · 3 Nov 2026positive

Celestica shares fell 35% after the company guided for revenue to nearly double. The article says one investor views the selloff as an opportunity to add to their position.

Why it matters — CLS watchers may note the sharp share decline alongside the revenue outlook and the investor’s contrasting interpretation of the move.

Is It Worth Investing in Celestica (CLS) Based on Wall Street's Bullish Views?

Zacks Investment Research · 2 Nov 2026neutral

Zacks Investment Research discusses whether Wall Street analyst recommendations are useful when deciding whether to buy, sell, or hold Celestica (CLS). It notes that media reports on brokerage analysts’ rating changes can influence a stock’s price.

Why it matters — CLS watchers may care about how analyst recommendations and related media coverage factor into stock-market attention.

FAQ

Frequently asked questions about CLS stock

What is the CLS stock price forecast for 2026-2027?

The 21 Wall Street analysts covering Celestica, Inc. have a median 12-month price target of $465, with estimates ranging from $385 to $535. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CLS stock a buy right now?

Of the 21 analysts covering Celestica, Inc., 21 rate it a Buy, 0 a Hold and 0 a Sell. None of this is personal advice — it does not consider your circumstances.

Will CLS stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +33.8% from the last close. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CLS stock forecast for 2030?

No analyst covering Celestica, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CLS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $385 to $535 over the next 12 months.

How has CLS stock performed over the past year?

Celestica, Inc. returned +42.6% over the 12 months to 12 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Celestica, Inc. do?

Celestica Inc. is a technology manufacturing and supply chain solutions provider serving innovative companies across global markets.

What is the latest news on CLS?

The most recent item we track (Seeking Alpha, 4 Nov 2026): "Celestica: The $40 Billion AI Boom Is At A Tipping Point". AMD’s Q3 outperformance is described as reinforcing demand for rack-scale AI systems, supporting visibility for Celestica’s networking and compute-and-storage portfolio. The excerpt also cites growth in higher-value HPS programs and a 1.6T switching ramp, while noting near-term cash-flow risks from rising capital intensity and tighter credit conditions.

Company

About Celestica, Inc.

Celestica Inc. is a technology manufacturing and supply chain solutions provider serving innovative companies across global markets. Its services span product design and development, engineering, new product introduction, component sourcing, electronics manufacturing, systems integration, testing, precision machining, logistics, asset management, product licensing, and after-market repair and returns. The company operates through Advanced Technology Solutions and Connectivity and Cloud Solutions. Advanced Technology Solutions serves aerospace and defense, industrial, health technology, and capital equipment markets, while Connectivity and Cloud Solutions supports data-center, communications, and cloud infrastructure customers. Celestica Inc. combines hardware platform expertise with scalable manufacturing and supply chain capabilities, helping customers move complex technology products from initial concept through production and lifecycle support. Its role in the financial market reflects its position within the global electronics manufacturing and technology services industry, connecting specialized engineering, production, and supply chain operations across North America, Asia, and other international markets.

CEO Mr. Robert Andrew Mionis · 23,803 employees · Canada · https://www.celestica.com