Why Celestica (CLS) Stock Is Up Today

Celestica (CLS) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The catalyst does not appear to be a major new earnings release or contract announcement today. This could be because investors are rotating back into AI infrastructure names, while Celestica continues to benefit from its strong 2026 outlook and growing exposure to data center and cloud hardware demand. ([apnews.com](https://apnews.com/article/9563a33b0789edf00cf92e76c6516fe5))

Details:

Celestica’s most recent quarterly report showed Q1 2026 revenue of $4.05 billion, up 53% year over year, with adjusted EPS of $2.16, above the high end of its guidance range. ([corporate.celestica.com](https://corporate.celestica.com/node/17386/pdf))

Management raised its 2026 annual outlook to $19.0 billion in revenue and $10.15 in adjusted EPS, pointing to stronger customer demand and better visibility for the rest of the year. ([corporate.celestica.com](https://corporate.celestica.com/node/17386/pdf))

The company also said in March that it is collaborating with AMD on the Helios rack-scale AI platform, reinforcing Celestica’s position in the AI server and infrastructure buildout. ([celestica.gcs-web.com](https://celestica.gcs-web.com/news-releases/news-release-details/celestica-and-amd-announce-collaboration-advance-next-era-ai))

Celestica announced on July 6 that it will release Q2 2026 results after the close on July 27, which may be drawing fresh investor attention as traders position for another update. Broader AI stocks have also been rebounding this week. ([globenewswire.com](https://www.globenewswire.com/news-release/2026/07/06/3322754/0/en/celestica-q2-2026-financial-results-and-conference-call-tuesday-july-28-2026.html?utm_source=openai))

Sources:

Celestica Investor Relations, AP News, GlobeNewswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CLS Insider Trading Activity

$CLS insiders have traded $CLS stock on the open market 76 times in the past 6 months. Of those trades, 0 have been purchases and 76 have been sales.

Here’s a breakdown of recent trading of $CLS stock by insiders over the last 6 months:

ROBERT MIONIS (Chief Executive Officer) has made 0 purchases and 46 sales selling 140,000 shares for an estimated $55,007,062.
JASON PHILLIPS (President) has made 0 purchases and 2 sales selling 120,000 shares for an estimated $36,892,200.
TODD C COOPER (President) has made 0 purchases and 3 sales selling 90,549 shares for an estimated $26,024,113.
YANN L ETIENVRE (Chief Operations Officer) has made 0 purchases and 3 sales selling 87,374 shares for an estimated $25,111,145.
LEILA WONG (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 29,950 shares for an estimated $8,595,756.
MANDEEP CHAWLA (Chief Financial Officer) has made 0 purchases and 15 sales selling 17,000 shares for an estimated $6,794,078.
MICHAEL MAX WILSON sold 4,168 shares for an estimated $1,389,236
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 insider transaction endpoint.

$CLS Hedge Fund Activity

We have seen 349 institutional investors add shares of $CLS stock to their portfolio, and 393 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 3,657,554 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,030,259,810
JANE STREET GROUP, LLC added 1,437,780 shares (+131.3%) to their portfolio in Q1 2026, for an estimated $404,993,870
GOLDMAN SACHS GROUP INC removed 1,000,825 shares (-61.1%) from their portfolio in Q1 2026, for an estimated $281,912,386
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 961,872 shares (-30.5%) from their portfolio in Q1 2026, for an estimated $270,940,104
BLACKROCK, INC. removed 848,881 shares (-40.6%) from their portfolio in Q1 2026, for an estimated $239,112,800
AQR CAPITAL MANAGEMENT LLC removed 613,099 shares (-57.5%) from their portfolio in Q1 2026, for an estimated $172,697,726
PRICE T ROWE ASSOCIATES INC /MD/ added 612,547 shares (+89.1%) to their portfolio in Q1 2026, for an estimated $172,542,238

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 13F endpoint.

$CLS 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:

Rothschild & Co issued a "Buy" rating on 05/01/2026
JP Morgan issued a "Overweight" rating on 04/29/2026
Barclays issued a "Overweight" rating on 01/30/2026

To track analyst ratings and price targets for $CLS, check out Quiver Quantitative's $CLS forecast page.

$CLS Price Targets

Multiple analysts have issued price targets for $CLS recently. We have seen 12 analysts offer price targets for $CLS in the last 6 months, with a median target of $430.0.

Here are some recent targets:

Mike Harrison from Rothschild & Co set a target price of $460.0 on 05/01/2026
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

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.