Amundi Has $60.15 Million Stock Holdings in Celestica, Inc. $CLS

Amundi boosted its position in shares of Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 12.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 213,552 shares of the technology company's stock after acquiring an additional 23,318 shares during the period. Amundi owned approximately 0.19% of Celestica worth $60,153,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. NewGen Equity Long Short Fund acquired a new position in shares of Celestica in the 2nd quarter valued at $14,050,000. Northwestern Mutual Wealth Management Co. increased its stake in Celestica by 7,646.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,007 shares of the technology company's stock valued at $157,000 after acquiring an additional 994 shares during the period. First Trust Advisors LP increased its stake in Celestica by 30.0% in the second quarter. First Trust Advisors LP now owns 78,061 shares of the technology company's stock valued at $12,197,000 after acquiring an additional 18,025 shares during the period. NewEdge Advisors LLC raised its position in Celestica by 385.8% in the second quarter. NewEdge Advisors LLC now owns 2,803 shares of the technology company's stock worth $438,000 after purchasing an additional 2,226 shares in the last quarter. Finally, HUB Investment Partners LLC raised its position in Celestica by 11.0% in the second quarter. HUB Investment Partners LLC now owns 3,181 shares of the technology company's stock worth $497,000 after purchasing an additional 315 shares in the last quarter. Institutional investors and hedge funds own 67.38% of the company's stock.

Celestica Stock Performance

NYSE:CLS opened at $330.83 on Monday. Celestica, Inc. has a 1 year low of $173.23 and a 1 year high of $474.02. The firm has a 50 day moving average of $360.70 and a 200-day moving average of $333.66. The company has a current ratio of 1.23, a quick ratio of 0.68 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $38.04 billion, a P/E ratio of 34.39 and a beta of 2.05.

Celestica (NYSE:CLS - Get Free Report) TSE: CLS last announced its earnings results on Monday, July 27th. The technology company reported $2.54 EPS for the quarter, topping the consensus estimate of $2.29 by $0.25. The business had revenue of $4.68 billion for the quarter, compared to the consensus estimate of $4.30 billion. Celestica had a return on equity of 39.96% and a net margin of 7.16%.Celestica's revenue was up 62.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.39 EPS. Celestica has set its FY 2026 guidance at 11.300-11.300 EPS and its Q3 2026 guidance at 2.880-3.080 EPS. As a group, sell-side analysts anticipate that Celestica, Inc. will post 9.97 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CLS. TD Cowen raised Celestica from a "hold" rating to a "buy" rating and lifted their price objective for the company from $350.00 to $430.00 in a report on Wednesday, April 29th. Stifel Nicolaus set a $500.00 target price on Celestica in a report on Tuesday, July 28th. Bank of America restated a "buy" rating on shares of Celestica in a research report on Wednesday. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $475.00 price target on shares of Celestica in a research note on Tuesday, April 28th. Finally, TD Securities upgraded Celestica from a "hold" rating to a "buy" rating and set a $430.00 price objective for the company in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, Celestica currently has an average rating of "Moderate Buy" and a consensus price target of $437.00.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Strong Q2 results and higher guidance: Celestica reportedly exceeded revenue and adjusted EPS expectations again, while raising its full-year outlook for the third time in six months. Revenue increased sharply year over year, reinforcing confidence in execution and AI infrastructure demand. Celestica Q2 2026: Beat, Raise, Accelerate, And Still 31% Off The High
• Positive Sentiment: AI-driven growth pipeline: Enterprise revenue growth was especially strong, and management expects further acceleration in 2027. New multibillion-dollar programs tied to OpenAI’s custom accelerator and AMD’s Helios switch could support longer-term revenue and earnings growth. CLS Shows How AI Networking is Reshaping Electronics Manufacturing
• Positive Sentiment: Analyst support remains favorable: The average analyst price target implies approximately 31% upside. More importantly, the article notes broad upward earnings-estimate revisions, which are generally a stronger signal than price-target averages alone. Wall Street Analysts See a 30.96% Upside in Celestica
• Neutral Sentiment: Investor attention is elevated: CLS is attracting substantial retail and market interest following its earnings performance, increasing visibility but potentially also contributing to short-term volatility. Celestica Is Attracting Investor Attention
• Negative Sentiment: Valuation and sector risk are weighing on the stock: After a major AI-related rally, investors may be locking in gains and questioning whether continued earnings growth justifies CLS’s elevated valuation. The broader AI hardware group is also experiencing a pullback or “pause,” which can pressure even companies reporting strong results. Celestica Q2: Showing Strength Amid The AI Pause

Insider Activity at Celestica

In related news, Director Michael Max Wilson sold 4,168 shares of the company's stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $333.31, for a total transaction of $1,389,236.08. Following the transaction, the director owned 24,718 shares in the company, valued at $8,238,756.58. This represents a 14.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Mandeep Chawla sold 17,000 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $399.65, for a total transaction of $6,794,050.00. Following the sale, the chief financial officer directly owned 82,444 shares in the company, valued at approximately $32,948,744.60. This represents a 17.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 161,168 shares of company stock valued at $63,190,485 over the last ninety days. 1.10% of the stock is owned by insiders.

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.

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