Strategic Blueprint LLC Purchases New Holdings in Celestica, Inc. $CLS

Strategic Blueprint LLC purchased a new stake in Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,805 shares of the technology company’s stock, valued at approximately $534,000.

Several other institutional investors have also made changes to their positions in the stock. Pinney & Scofield Inc. boosted its stake in shares of Celestica by 20.0% in the third quarter. Pinney & Scofield Inc. now owns 180 shares of the technology company’s stock valued at $44,000 after buying an additional 30 shares during the period. LeConte Wealth Management LLC boosted its stake in shares of Celestica by 3.5% in the fourth quarter. LeConte Wealth Management LLC now owns 1,001 shares of the technology company’s stock valued at $296,000 after buying an additional 34 shares during the period. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Celestica by 42.5% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock valued at $31,000 after buying an additional 37 shares during the period. World Equity Group Inc. boosted its stake in shares of Celestica by 1.7% in the third quarter. World Equity Group Inc. now owns 2,263 shares of the technology company’s stock valued at $558,000 after buying an additional 38 shares during the period. Finally, Terra Nova Asset Management LLC boosted its stake in shares of Celestica by 2.3% in the fourth quarter. Terra Nova Asset Management LLC now owns 1,686 shares of the technology company’s stock valued at $498,000 after buying an additional 38 shares during the period. 67.38% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of Celestica in a research note on Wednesday, January 21st. Barclays upped their target price on Celestica from $391.00 to $441.00 and gave the stock an “overweight” rating in a research note on Wednesday. Royal Bank Of Canada upped their target price on Celestica from $400.00 to $440.00 and gave the stock an “outperform” rating in a research note on Wednesday. Wall Street Zen upgraded Celestica from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Finally, BMO Capital Markets upped their target price on Celestica from $370.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Celestica currently has an average rating of “Moderate Buy” and an average price target of $425.61.

Insider Activity

In other news, President Todd C. Cooper sold 89,484 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $287.45, for a total value of $25,722,175.80. Following the completion of the transaction, the president directly owned 108,970 shares in the company, valued at approximately $31,323,426.50. This represents a 45.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President Jason Phillips sold 100,000 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $308.92, for a total value of $30,892,000.00. Following the completion of the transaction, the president owned 12,584 shares of the company’s stock, valued at $3,887,449.28. The trade was a 88.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 297,923 shares of company stock worth $88,027,459. Insiders own 1.10% of the company’s stock.

Celestica News Roundup

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Multiple brokerages raised ratings and price targets (JPMorgan raised its target and stayed overweight; TD Cowen upgraded to buy with a higher target; CIBC lifted its target to US$480). Analyst momentum increases buy-side confidence and provides fresh buying interest. Celestica (NYSE:CLS) Given New $425.00 Price Target at JPMorgan Chase & Co. CIBC Raises Celestica’s Price Target to US$480 TD Cowen upgrades Celestica (CLS)
• Positive Sentiment: Product progress: Celestica announced its DS6000-series 1.6TbE switches are now available to order, signaling commercialization of AI?scale networking hardware and potential near?term revenue conversion. Celestica Accelerates AI-Scale Networking: DS6000-Series Now Available
• Positive Sentiment: Technical signal: CLS recently crossed above its 20?day moving average, which traders interpret as a short?term bullish trigger that can attract momentum flows. Celestica (CLS) Crossed Above the 20-Day Moving Average Zacks: Celestica Crossed Above the 20-Day MA
• Neutral Sentiment: Company materials: Q1 results and the earnings?call presentation are available for investors to parse detail on backlog, margins and CapEx plans — useful for assessing execution risk vs. growth opportunity. Celestica Inc. 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Post?earnings selloff: Despite beating EPS estimates, CLS plunged after the Q1 release as some investors took profits at elevated valuation levels, and concerns were voiced about modest margin improvement, supply?chain bottlenecks and higher CapEx plans. That earlier sharp drop created volatility and leaves sentiment fragile. Celestica Stock Falls 14% Despite Posting Strong Q1 Results Celestica craters by $10B after earnings Seeking Alpha: Downgrade / Market Disappointment

Celestica Stock Up 8.9%

Shares of CLS opened at $410.19 on Friday. Celestica, Inc. has a 52 week low of $89.02 and a 52 week high of $423.25. The stock has a market capitalization of $47.16 billion, a price-to-earnings ratio of 49.60, a PEG ratio of 1.13 and a beta of 1.88. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.88 and a current ratio of 1.26. The stock has a fifty day moving average of $313.88 and a 200-day moving average of $309.08.

Celestica (NYSE:CLS) (TSE:CLS) last announced its quarterly earnings results on Monday, April 27th. The technology company reported $2.16 EPS for the quarter, beating analysts’ consensus estimates of $2.08 by $0.08. Celestica had a return on equity of 36.91% and a net margin of 6.95%.The company had revenue of $3.96 billion during the quarter, compared to analysts’ expectations of $3.97 billion. During the same period in the prior year, the company earned $1.20 EPS. Celestica’s revenue was up 52.8% compared to the same quarter last year. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. As a group, sell-side analysts anticipate that Celestica, Inc. will post 8.5 earnings per share for the current fiscal year.

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.