Market Cap
$42.1B
CLS
CELESTICA INC
$373.09 ▲ +3.23%
Prev close $361.43Market cap$42.1B
ConsensusStrong Buy
12-mo target$473.91 (+27.0%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Software & IT
Snapshot
The big-picture read on CLS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$23.5B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $58.0M sell
Insider Net $
-$58.0M
Social Sentiment
57° Neutral
SEC Reports
12
Price chart 30d +34.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 SEC
🔒 Fresh report (last 24h) — subscribers only
Sep 30, 2026 Insider
CASCELLA ROBERT surrendered for taxes 6 shares
Director @ $366.47 ($2.2K)
Sep 30, 2026 Insider
CASCELLA ROBERT acquired via exercise 52 shares
Director
Sep 30, 2026 Insider
Sep 11, 2026 SEC Kale Jill surrendered for taxes 7 shares
Director @ $366.47 ($2.6K)
Celestica announced a leadership restructuring: CFO Mandeep Chawla moves to the newly created role of Group President, G
8-K — Impact 3/10
Sep 10, 2026 ftd
Aug 26, 2026 SEC FTD: CLS — 2,178 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $333.60, FTD Value: $726,580.8, CELESTICA INC COM (CAN)
A large institutional cluster for Celestica (CLS) in Q2 2026 shows strong net buying of $1.50B from 71 buyers, led by so
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
1,876,165 shares ($684.3M)
Analyst ratings buy % +3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 15, 2026 | FBN Securities | INITIATE | Outperform | — |
| Aug 24, 2026 | UBS | UPGRADE | Buy | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 1, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 3 | 13 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 3 | 12 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% |
Price targets
Where 18 covering analysts think CLS trades over the next 12 months.
$473.91 +27.0% upside Strong Buy
Current$373.09 Low$375.00 Median$480.00 High$550.00 18 analysts
$375.00$550.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
34k in Celestica (CLS)
▲ 1 · 💬 0· ⚡ 0.5
Thoughts on Celestica (CLS), good entry price?
▲ 1 · 💬 1· ⚡ 0.5
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
▲ 1 · 💬 0· ⚡ 0.5
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
▲ 1 · 💬 0· ⚡ 0.5
Is Celestica still a good long-term investment after its recent run-up?
▲ 2 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 8 neutral · avg impact 4.0/10.
NEUTRALCLUSTER2/10
🔒 Fresh report (last 24h) — subscribers only
Oct 2, 2026
NEUTRAL8-K3/10
Celestica announced a leadership restructuring: CFO Mandeep Chawla moves to the newly created role o
Sep 11, 2026
MIXEDINST-CLUSTER5/10
A large institutional cluster for Celestica (CLS) in Q2 2026 shows strong net buying of $1.50B from
Aug 26, 2026
NEUTRALCLUSTER4/10
CEO Robert Mionis and CFO Mandeep Chawla sold a combined $924K in open-market sales over a two-day w
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: CLS — 2,178 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $333.60, FTD Value: $726,580.8, CELESTICA INC COM (CAN)
Sep 8, 2026
other
Celestica to Host 2026 Investor and Analyst Day on October 27, 2026
TORONTO, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (NYSE: CLS)(TSX: CLS)(“Celestica” or the “Company”) will host its 2026 Investor and Analyst
Sep 8, 2026
ftd
FTD: CLS — 5,008 shares ($1.6M) failed to deliver
Settlement: 20260908, Price: $312.35, FTD Value: $1,564,248.8, CELESTICA INC COM (CAN)
Aug 27, 2026
ftd
FTD: CLS — 8,089 shares ($2.5M) failed to deliver
Settlement: 20260827, Price: $307.32, FTD Value: $2,485,911.48, CELESTICA INC COM (CAN)
Aug 18, 2026
ftd
FTD: CLS — 11,839 shares ($4.0M) failed to deliver
Settlement: 20260818, Price: $340.40, FTD Value: $4,029,995.6, CELESTICA INC COM (CAN)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.98 | $2.80–$3.10 | 88.8% | -0.2% | 15↑ 0↓ | $5.4B | 18 |
| Next Q | $3.53 | $3.14–$4.36 | 52.6% | — | 6↑ 0↓ | $6.4B | 6 |
| Current FY | $11.21 | $10.42–$11.59 | 85.2% | -0.1% | 17↑ 1↓ | $20.6B | 21 |
| Next FY | $19.36 | $17.47–$22.16 | 66.8% | +30.2% | 6↑ 0↓ | $35.4B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.982 | — |
| 7d ago | $2.990 | -0.007 |
| 30d ago | $2.988 | -0.005 |
| 60d ago | $3.030 | -0.048 |
| 90d ago | $2.690 | +0.292 |
Institutional ownership
Which big funds own CLS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $23.5B total value (64,276,777 shares) as of 2026-Q2. Top holders: FMR, JPMORGAN, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 8,446,912 | $3.1B | 13.1% | — |
| JPMORGAN CHASE & CO | 3,874,584 | $1.3B | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,187,470 | $1.2B | 4.9% | — |
| FRANKLIN RESOURCES INC | 2,777,601 | $1.0B | 4.3% | — |
| JANE STREET GROUP, LLC | 2,100,985 | $766.4M | 3.3% | — |
| CIBC WORLD MARKET INC. | 2,079,718 | $757.8M | 3.2% | — |
| D. E. Shaw & Co., Inc. | 1,876,165 | $684.3M | 2.9% | ADD +88.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,846,032 | $674.2M | 2.9% | — |
| Value Aligned Research Advisors, LLC | 1,576,402 | $575.1M | 2.4% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,521,260 | $554.9M | 2.4% | TRIM -30.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 994,885 | 1,876,165 | +88.6% | $684.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 2,190,413 | 1,521,260 | -30.5% | $554.9M |
| NORGES BANK | NEW | — | 1,494,469 | — | $544.8M |
| MACKENZIE FINANCIAL CORP | ADD | 538,529 | 759,081 | +41.0% | $392.6M |
| GOLDMAN SACHS GROUP INC | ADD | 636,542 | 1,040,218 | +63.4% | $379.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 484,207 | 868,613 | +79.4% | $316.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,137,650 | 807,509 | -29.0% | $294.6M |
| Winslow Capital Management, LLC | NEW | — | 714,367 | — | $260.6M |
| BlackRock, Inc. | TRIM | 1,241,820 | 613,620 | -50.6% | $223.8M |
| Pictet Asset Management Holding SA | DOUBLED | 269,950 | 549,675 | +103.6% | $200.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$58.0M — $0.00 bought, $58.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | CASCELLA ROBERT | Director | TAX W/H | 6 | $366.47 | $2.2K |
| Sep 30, 2026 | CASCELLA ROBERT | Director | EXERCISE | 52 | — | — |
| Sep 30, 2026 | Kale Jill | Director | TAX W/H | 7 | $366.47 | $2.6K |
| Sep 30, 2026 | Kale Jill | Director | EXERCISE | 96 | — | — |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 288 | $367.34 | $105.8K |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 1,920 | $360.36 | $691.9K |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 2,590 | $363.46 | $941.4K |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 2,294 | $361.22 | $828.6K |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 3,403 | $364.67 | $1.2M |
| Sep 23, 2026 | MIONIS ROBERT | Chief Executive Officer | SELL | 3,672 | $366.44 | $1.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CLS.
Shares short
3,863,438
Settlement Sep 15, 2026
Change vs prior
-3.2%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All CLS filing & press-release reports (12)
- CLUSTER reportOct 2, 2026
- 8-K reportSep 11, 2026
- INST-CLUSTER reportAug 26, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 3, 2026
- PRESS-RELEASE reportJul 27, 2026
- CLUSTER reportJun 18, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 9, 2026
- PRESS-RELEASE reportApr 6, 2026