Earnings Beat: Social media erupted following Celestica's Q1 results, which crushed expectations with adjusted EPS of $2.16 topping forecasts by $0.09 and revenue surging to $4.05 billion. The Connectivity and Cloud Solutions segment rocketed 76% year-over-year, fueled by hyperscaler AI demand. Shares slipped over 5% after hours, sparking debates on profit-taking after a stellar run.
Guidance Upgrade: Management raised full-year projections sharply to $19 billion in revenue and $10.15 adjusted EPS, citing robust demand visibility and new wins like a hyperscaler CPO Ethernet switch program. Commentators lauded the 8% operating margin milestone and 2027 growth outlook. Discussions underscored Celestica's pivot to high-margin AI infrastructure.
Performance Spotlight: CLS appeared in rosters of top stocks tripling over the past year, up 325% amid AI tailwinds, alongside peers like Vertiv and AMD. Canadian posters celebrated its outsized gains in a shifting economy. Optimism prevails on sustained momentum despite the earnings dip.
Note: This discussion summary was generated from an AI condensation of post data.
Celestica Insider Trading Activity
Celestica insiders have traded $CLS stock on the open market 20 times in the past 6 months. Of those trades, 4 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $CLS stock by insiders over the last 6 months:
- JASON PHILLIPS (President) has made 0 purchases and 2 sales selling 120,000 shares for an estimated $36,892,200.
- YANN L ETIENVRE (Chief Operations Officer) has made 0 purchases and 4 sales selling 96,561 shares for an estimated $28,082,037.
- TODD C COOPER (President) has made 0 purchases and 3 sales selling 90,549 shares for an estimated $26,024,113.
- LEILA WONG (Chief Human Resources Officer) has made 0 purchases and 3 sales selling 33,110 shares for an estimated $9,617,636.
- LAURETTE T KOELLNER has made 4 purchases buying 6,000 shares for an estimated $2,050,025 and 0 sales.
- DOUGLAS MICHAEL PARKER (Chief Legal Officer) has made 0 purchases and 4 sales selling 3,672 shares for an estimated $1,052,271.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Celestica Revenue
Celestica had revenues of $4B in Q1 2026. This is an increase of 52.8% from the same period in the prior year.
You can track CLS financials on Quiver Quantitative's CLS stock page.
Celestica Congressional Stock Trading
Members of Congress have traded $CLS stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CLS stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 11/03, 10/31 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Celestica Hedge Fund Activity
We have seen 368 institutional investors add shares of Celestica stock to their portfolio, and 408 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 3,657,874 shares (+5806149.2%) to their portfolio in Q4 2025, for an estimated $1,081,304,133
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,110,944 shares (-37.1%) from their portfolio in Q4 2025, for an estimated $328,406,155
- FMR LLC removed 1,106,322 shares (-13.0%) from their portfolio in Q4 2025, for an estimated $327,039,846
- AQR CAPITAL MANAGEMENT LLC added 1,066,543 shares (+inf%) to their portfolio in Q4 2025, for an estimated $315,280,776
- VOYA INVESTMENT MANAGEMENT LLC removed 958,577 shares (-40.1%) from their portfolio in Q4 2025, for an estimated $283,364,946
- JPMORGAN CHASE & CO added 803,182 shares (+25.0%) to their portfolio in Q4 2025, for an estimated $237,428,631
- NATIONAL BANK OF CANADA /FI/ added 665,078 shares (+365.3%) to their portfolio in Q4 2025, for an estimated $196,603,707
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Celestica Analyst Ratings
Wall Street analysts have issued reports on $CLS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 04/29/2026
- Barclays issued a "Overweight" rating on 01/30/2026
- Citigroup issued a "Buy" rating on 11/10/2025
To track analyst ratings and price targets for Celestica, check out Quiver Quantitative's $CLS forecast page.
Celestica Price Targets
Multiple analysts have issued price targets for $CLS recently. We have seen 11 analysts offer price targets for $CLS in the last 6 months, with a median target of $430.0.
Here are some recent targets:
- Tim Long from Barclays set a target price of $441.0 on 04/29/2026
- Mehdi Hosseini from Susquehanna set a target price of $510.0 on 04/29/2026
- Atif Malik from Citigroup set a target price of $415.0 on 04/29/2026
- John Shao from TD Cowen set a target price of $430.0 on 04/29/2026
- Paul Treiber from RBC Capital set a target price of $440.0 on 04/29/2026
- Samik Chatterjee from JP Morgan set a target price of $425.0 on 04/29/2026
- David Vogt from UBS set a target price of $400.0 on 04/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
