The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Verdict |
|---|---|---|---|---|---|
Valuation | 26 | 55.3x | 20.1x | Below average | |
Growth | 75 | 47.5% | 5.6% | Above average | |
Quality | 58 | 64.5% | 7.6% | Near average | |
Safety | 80 | -0.4x | 0.4x | Above average | |
Capital Return | 28 | — | 2.19% | Below average | |
Momentum | 69 | — | — | Above average | |
Sentiment | 38 | — | — | Near average |
This section combines price targets, revision history, analyst coverage changes, and an AI summary of what changed on the Street.
Celestica stock witnessed a qualitative jump in its average price target over the past 30 days, rising by 21.46% to reach $459, reflecting growing optimism despite a recent decrease in the number of analysts covering the stock from 6 to 4. The stock is currently trading at $339.13, representing a significant discount compared to the lowest price target ($430), indicating a positive price gap perceived by analysts.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Celestica Inc. (CLS) is active in delivering innovative design, manufacturing, and supply chain solutions, serving multiple technological and industrial sectors across two main segments: the Connectivity & Cloud Solutions (CCS) segment, which focuses on data centers and networks, and the Advanced Technology Solutions (ATS) segment, which serves aerospace and defense, healthcare, and industrial equipment. The company generates its profits by manufacturing and designing complex hardware such as network switches and advanced servers for major hyperscalers, along with offering integrated engineering solutions.
During the first quarter of fiscal year 2026, Celestica achieved strong financial results, with total revenue reaching $4.0 billion, registering a growth of 53% compared to the same quarter of the previous year, driven by exceptional demand in the CCS segment, which alone generated revenue of $3.24 billion (equivalent to 80% of the company's total revenue). Net income for the first quarter was $212.3 million, with earnings per share of $1.83, while the non-GAAP operating margin recorded a new record for the company at 8.0%, and the adjusted gross margin rose to 11.3% thanks to an improved product mix and high productivity.
Automated analysis for informational purposes only — not investment advice.
Celestica Inc. stock is currently trading at $426.5, which is slightly below the average price target of $459 from Wall Street analysts, and within the estimate range spanning from a low of $430 to a high target of $510. The current analyst consensus reflects a 'Buy' recommendation in light of strong operational momentum and continuous upward financial guidance revisions by management.
Celestica's management significantly raised its full-year 2026 financial guidance due to strong demand. The company now expects to achieve annual revenue of $19 billion instead of the previous forecast of $17 billion, representing 53% growth. The company also raised its adjusted earnings per share target to $10.15 compared to $8.75 in the previous forecast, with an expected adjusted operating margin of 8.1%.
During the first quarter of 2026, the company faced constraints in the supply of certain components for its AI ML compute program with a hyperscale customer. This material shortage caused enterprise segment sales to come in slightly below previous expectations (which pointed to growth of approximately 120% to record 101%). Management confirmed that the issue has been resolved and delayed shipments will be recovered in the coming quarters.
Celestica announced in March 2026 a close collaboration with AMD focused on designing and manufacturing an advanced network switch dedicated to the Helios rack-scale AI architecture. This collaboration aims to leverage Celestica's leading expertise in Ethernet networking to support the deployment of the Helios platform. Development activities are currently in full swing, with the company expecting to deliver samples and first units of this product before the end of 2026.
The company confirmed its commitment to capital expenditures (CapEx) of approximately $1.0 billion for the 2026 fiscal year to support rapid expansion and growth in the CCS segment. For 2027, management expects elevated levels of capital spending to continue, reaching an initial estimated figure of approximately $1.5 billion. These investments are primarily directed toward expanding manufacturing capacities in Thailand and Texas to meet the growing demand for advanced network programs.
Commercial production plans for the digital native rack-scale program are progressing according to the previously scheduled timeline without any delays. The company is currently working on shipping sample systems during the current year of 2026. High-volume commercial production is expected to begin in the first quarter of fiscal year 2027, specifically in late Q1.